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We can handle Opportunity and Opportunity Product creations using the Salesforce Agentforce. In this Blog Post, I have used Apex Agent Action to handle the record creations.
Blog Post:
https://www.infallibletechie.com/2024/11/opportunity-booking-using-salesforce-agentforce.html
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0:06
hello everyone in this video we are
0:09
going to use agent force from
0:12
Salesforce to create opportunity and
0:15
opportunity
0:16
products let's look at the demo
0:22
first so this is the site where I'm
0:27
using messaging for inap and web along
0:29
with
0:30
agent
0:31
force so it is um it is asking me how
0:35
can I help you so this is the agent
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force agent which is asking me so I'm
0:40
going to say I
0:42
would like to book an order for and this
0:48
is my email
0:49
address uh the agent force will first
0:53
verify me that an existing contact is
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available and after that uh
1:01
uh it is asking me to select a product
1:03
family so I'm going to say
1:17
static the available so from the
1:20
available I have selected static now it
1:21
is asking me to enter the city I'm going
1:24
to ask please share
1:28
available cities
1:38
okay so these are all the available
1:40
cities I'm going to give
1:52
Miami so it uh it is giving me 50
1:56
products I'm going to select three of
1:59
them for example I will say I need 1
2:04
20 and maybe
2:07
35 so one is example one and the next is
2:13
20 example 116 and the other one is 35
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it is example 30
2:37
there was some issue with the mailing
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address I'm saying proceed without that
2:41
it's
2:44
fine okay the order has been booked and
2:47
uh it would have
2:51
created so this is the
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opportunity this is the test contact and
3:00
then it added the three opportunity
3:03
products so using agent force agent I
3:06
was able to book an
3:08
opportunity let's look at
3:13
the agent that was
3:17
used I'm using this meow
3:25
agent the topic which I created for this
3:28
is order booking
3:31
these are all the instructions I'm
3:38
using and uh the actions are identify
3:42
customer by email this is a standard
3:44
from Salesforce I'm using uh two uh Apex
3:48
action actions to get the product family
3:51
pick list values and also the product
3:53
custom field City pick list
3:56
values in order to get the available
3:58
products I'm using this flow for these
4:02
two uh please check the video
4:05
description I have shared my blog post
4:07
from the blog post you should be able to
4:08
get this APS action for your reference
4:12
and uh here I'm going to show you what
4:15
is happening when I am calling this kit
4:17
available
4:19
products so here I'm calling a
4:25
flow the flow is expecting
4:28
me City and as well as the
4:32
family product family so I'm getting the
4:37
product
4:38
records this is custom field City what
4:41
whatever the customer selected and also
4:43
the family the customer selected in this
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case I was able to enter
4:47
static I am sorting the records and then
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I'm getting only the 50 records as of
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now the limit is 50 records so that's
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the reason I'm limiting the number of
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available products to 50
5:03
and uh in the finalized booking order
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I'm invoking
5:11
Apex so this is the Apex
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class where I will be in need of product
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city the customer contact record and the
5:21
list of products that were selected
5:24
using that I'm creating the opportunity
5:28
record and I'm creating opportunity
5:31
product
5:38
records please check the video
5:40
description in the video description I
5:42
have shared my blog post from the blog
5:44
post you should be able to get the
5:46
sample Apex code for your reference and
5:49
also I will I have
5:51
shared the instructions that were
5:54
configured for your reference
6:05
I hope it was
6:15
helpful thank you for watching
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