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Salesforce AI Agents

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Agentic Validation for Quote-to-Cash

AI agent system for validating Salesforce quotes in the Alteryx Quote-to-Cash workflow. The agent reasons through quote data, requests additional context via tool calls, and delivers risk scores with actionable findings.

Video walkthrough coming soon

2-3 minute overview

Key Capabilities

  • Tool-use pattern: agent decides which tool to call (describe objects, query data, validate, score)
  • Weighted risk scoring across TCV matching, discount stacking, classification rules, billing frequency
  • Interactive loop: agent requests additional data mid-analysis when needed
  • 5 pre-loaded validation scenarios (ECUR Renewal, Contract Consolidation, Partner Quote, APAC, Enterprise)
  • Built on Bounteous Salesforce Summit Partnership (200+ experts, 450+ certifications)

By the Numbers

6
Risk Dimensions
Autonomous
Validation
Multi-step
Reasoning

Tech Stack

PythonFastAPIOpenAI Agents SDKNext.jsSSE StreamingRailway + Vercel