What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Lookup quote details, pricing configurations, or product bundle data from Salesforce CPQ.
Example
"Fetch quote summary and discount breakdown for Quote ID Q-12209."
Memory Recall
Retrieve quote version history, pricing configuration changes, and approval routes in Salesforce CPQ.
Example
"Get all quote revisions and approval status logs in Salesforce CPQ."
Instant Reaction
Notify sales team if quote generation fails in Salesforce CPQ.
Example
"Send alert if configured product bundle doesn’t price correctly."
Autonomous Routine
Monitor quote creation, approval delays, and pricing anomalies.
Example
"Generate weekly report on quote turnaround time."
Agent-Initiated Action
Auto-submit quotes for approval when rules match.
Example
"Submit for discount approval when margin < 10%."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync quote data with pricing engine
Slack
Notify sales on approvals
Google Sheets
Track CPQ workflow
Try It with Your Agent
Example Prompt:
"Create quote in Salesforce CPQ and notify deal desk via Slack for approval."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Salesforce CPQ in Fastn UCL: Navigate to Connectors and select Salesforce CPQ.
2
Authenticate using Salesforce OAuth and select the CPQ workspace.
3
Enable actions like “generate_quote” and “sync_pricing” for sales automation.
4
Train AI agents to prepare quotes or suggest bundles based on customer input.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
