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Pricefx Agents & Deal Optimization for Salesforce
Win More Deals. Protect Margin. Price with Confidence in Salesforce.
- Industries
- AutomotiveHigh TechManufacturing
- Business Need
- Enterprise Resource PlanningQuotes & Orders
- Requires
- Sales CloudRevenue CloudPlatform Cloud
- Compatible With
- Platform CloudRevenue Cloud CPQManufacturing Cloud
Agents & Deal Optimization brings AI-powered pricing intelligence into every opportunity in Salesforce. By analyzing quotes, deal history, and account health, it guides how reps and managers price, negotiate, and structure deals.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudRevenue CloudPlatform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Platform CloudRevenue Cloud CPQManufacturing Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- Pricefx for Salesforce/ver 0.5 0.5.0
- Listed On
- 07/22/2026
- Latest Release
- 07/22/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 5Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 4App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Pricefx Agents & Deal Optimization connects three optimization engines: Win Rate Optimization, Negotiation Guidance, and Product Recommendations. As sellers work a quote, Pricefx calculates in real time pricing guardrails, win probability, and recommended products. Every recommendation is backed by transparent pricing guardrails and explainable logic, so reps and managers can understand not just what to do, but why. DEAL FLOW FOR SELLERS A typical deal begins with Pricefx Agents highlighting accounts and opportunities with the highest margin or growth potential. From there, reps create a quote and see floor, target, and stretch prices populate line-by-line. Win probability updates as quantities or discounts change, and relevant cross-sell products appear based on similar deals and customer patterns. Because the same models and Agents operate across every opportunity, your best deal strategies become the default discipline for every rep, region, and segment.
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Pricefx
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