Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Communications | Create Sales Quote

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Communications | Create Sales Quote

            Creates a sales quote for specified products.

            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 use agent actions: Einstein for Communications
            Example
            Example See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateSalesQuote
            Reference Action Type Flow
            Reference Action Create Sales Quote
            Does this action execute one or more prompt templates? No
            Required Setup Agentforce for Product Upsell and Cross-sell in Service

            Guidelines and Considerations

            • This action is a template containing example information. Customize it to your use case.
             
            Loading
            Salesforce Help | Article