CRM & Sales · Integration
Salesforce CPQ
Add Salesforce CPQ to your product for your customers, and give your AI agents governed access to it.
Embed a Salesforce CPQ integration so your customers can generate and update quotes, quote lines, and pricing from inside your product, and so your agents can read quote state under per-tenant governance. fastn manages each customer's OAuth, product and price-book configuration, and API upkeep.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers create and update quotes and quote lines from your product.
Read price books, discount schedules, and approved pricing per customer.
Trigger your product when a quote reaches an approval stage.
Support each customer's own product catalogue and pricing rules without per-customer code.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
A sales copilot reads current quote lines and discounts before answering a pricing question.
An agent drafts a quote revision within governed permissions and routes it for approval.
An agent reacts to a quote approval and triggers downstream provisioning.
Example prompt
Pull the open quote for this opportunity, list line items above a 20 percent discount, and flag any needing approval.
Set up Salesforce CPQ in 4 steps
- 01Open the Salesforce CPQ connector from your fastn dashboard.
- 02Have each customer authenticate their Salesforce org with OAuth and grant CPQ object access.
- 03Map the quote, quote line, and price book objects your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Salesforce CPQ integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Salesforce CPQ integration without building it. Your customers connect their own Salesforce CPQ account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Salesforce CPQ update is not your on-call problem.
- One integration serves your product and your agents. The same governed Salesforce CPQ connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
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Salesforce CPQ integration FAQ
How do I add a Salesforce CPQ integration to my product?
Enable the Salesforce CPQ connector in your fastn dashboard, then let each customer authenticate their own Salesforce CPQ account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Salesforce CPQ client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Salesforce CPQ account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Salesforce CPQ account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Salesforce CPQ integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. A sales copilot reads current quote lines and discounts before answering a pricing question.
Who maintains the Salesforce CPQ integration?
fastn does. When Salesforce CPQ changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Salesforce CPQ integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Salesforce CPQ schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Salesforce CPQ, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Salesforce CPQ do not drift apart.
What can I build with the Salesforce CPQ integration?
A common starting point: create and update quotes and quote lines from your product. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Salesforce CPQ integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Salesforce CPQ does not change your per-connector cost. You can start free with 3 connected accounts.
Add Salesforce CPQ to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.