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Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Communications | Create Quote Recipient Groups

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Communications | Create Quote Recipient Groups

Creates groups for quote recipients based on the selected grouping options.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.

User Permissions Needed
To enable agents:	Manage AI Agents AND the admin user permission for the agent type you want to create OR Customize Application
To build and manage agents:	Manage Agentforce Service Agents AND Manage AI Agents OR Customize Application
To use agent actions:	Einstein for Communications

User Permissions Needed

To enable agents:

Manage AI Agents AND the admin user permission for the agent type you want to create

Customize Application

To build and manage agents:

Manage Agentforce Service Agents AND Manage AI Agents

Customize Application

To use agent actions:

Einstein for Communications

Action Details

API Name	CreateQuoteRecipientGroups
Reference Action Type	Standard Action
Reference Action	Create Quote Recipient Groups (createQuoteRecipientGroups)
Does this action execute one or more prompt templates?	No
Required Setup	Agentforce for Quote Recipients Grouping