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            Media | Create Media Proposal

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            Media | Create Media Proposal

            Creates a quote and an ad quote for a media proposal, and adds media products for the proposal. The proposal is associated with the opportunity of the advertisement campaign that the proposal is for. The proposal includes key details such as budget, start and end dates, and price book. For proposal products, details such as price book, quantity, and start and end dates are added.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developerr Editions with the Agentforce for Media add-on or included in Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media add-on to access the action.
            User Permissions Needed
            To run flows: Run Flows
            To create media proposals: Media Cloud Base User permission set
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateMediaProposal
            Reference Action Type Flow
            Reference Action Create Media Proposal (media_opp_flows__CreateMediaProposal)
            Does this action execute one or more prompt templates? No

            Guidelines and Considerations

            • If a user doesn't provide the required details such opportunity, price book, start and end dates, and proposal name, the action doesn't create a proposal.
            • If a user doesn't provide the product and quantity, the action doesn't add media products to the proposal.
            • If a user provides the name of price book that isn't available, the action doesn't create a proposal.

            See Also

             
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