Future-Proofing Salesforce CPQ and Revenue Cloud: Enhancing Quoting with Agentic AI and QLE+
Introduction
Salesforce CPQ has long been the backbone of quoting operations for thousands of organizations. But with Salesforce officially placing CPQ into End of Sale (EOS), and ushering in Revenue Cloud Advanced (RCA) as its next-gen replacement, many are left wondering: what comes next? As businesses navigate this transition, the need for faster, smarter, and more collaborative quoting processes has never been greater.
The State of CPQ in 2025
While Salesforce CPQ is no longer being sold to new customers, it remains actively supported. The product still powers quoting operations for a massive user base, even as Salesforce shifts strategic focus to RCA. Built natively on the core Salesforce platform, RCA offers a modern, API-first quoting and billing framework—ideal for complex, scalable, multi-channel operations.
But regardless of whether you’re using legacy CPQ or have adopted RCA, quoting inefficiencies remain a universal challenge. Sales reps often juggle spreadsheets, approvals, profitability assessments, and product configurations across disconnected tabs and tools.
The Opportunity: From Quoting to Strategic Selling
Modern revenue teams need more than static quote lines—they need intelligent, real-time support.
This is where agentic AI comes in—a new class of capabilities powered by large language models (LLMs) that do more than answer questions. They reason, advise, and adapt in real time.
The Concept: Agentic AI Inside the Quote Line Editor
QLE+ is an AppExchange package that transforms quoting by embedding intelligence directly within Salesforce CPQ (and RCA). Developed by B2B Matrix, QLE+ includes a dynamic tabs that surfaces:
- Suggest complementary items
- Flag low-margin quotes
- Predict deal closing probability
- Recommend products
- Provide conditional formatting
- Interoperability with Google Sheets/Excel
- Dynamic charting with the quote line editor
- Multi-Tab and Multi-Level Grouping
- Personalized Column management without the need for Field Sets
- Overcome Quote Line Limitations
- Provide ability to combine multiple quotes in to a single view
- Excel/PDF download right within the Quote Line Editor itself
It integrates seamlessly with Salesforce via Apex and Lightning Web Components, calling LLM APIs (e.g., xAI Grok or OpenAI) using secure credentials
Solution Architecture Highlights
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1. Salesforce-native UI:
Built with LWC, styled with SLDS.
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2. Secure Integration:
Uses Named Credentials for API callouts.
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3. Minimal Disruption:
Insights appear in a tab beside existing quote lines.
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4. Performance Optimized:
Payloads trimmed and cache-enabled to control costs and speed.
Beyond Recommendations: The Road Ahead
Today, QLE+ focuses on situational guidance within quotes. But this is just phase one of a broader vision:
- AI-Powered Approvals: Flag discount thresholds and auto-route for review.
- Smart Pricing: Recommend optimal discounts to maximize win rates.
- Generative Quote Building: Compose draft quotes from opportunity data and sales context.
These capabilities are particularly timely for RCA users who benefit from its composable architecture and API-first design. But they’re just as valuable to existing CPQ users looking to extend their investment without waiting for the next platform overhaul.
Why It Matters to Admins, Architects, and Sales Teams
For Salesforce Admins, QLE+ requires no managed package changes or disruptive implementations. It uses standard Salesforce constructs (LWC, Apex, API integrations) and aligns with security best practices.
For Architects, it offers a forward-compatible way to bridge the CPQ-to-RCA transition using modular enhancements.
And for Sales Teams? It means less time tabbing, more time closing.
Security Note: Seeding LLMs with Product Data
To enable relevant, contextual recommendations, QLE+ can securely seed the LLM with selected product data. This can be done using real-time prompts, embedding-based lookup, or through customer-hosted memory layers—ensuring data privacy while optimizing guidance. We support enterprise-grade options like Azure OpenAI for enhanced compliance.
Conclusion
As the CPQ landscape evolves, so too should the tools we use to sell. Agentic AI brings a new level of real-time intelligence to the quote-building experience, and QLE+ delivers that power today. Whether you’re maintaining legacy CPQ or modernizing with RCA, there’s no need to wait for innovation to catch up.
Want to see how AI can transform your quote workflow?
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