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            Revenue | Apply Discount To Quote Line Item

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            Revenue | Apply Discount To Quote Line Item

            Applies a discount, expressed as a percentage, to a line item on a Revenue Cloud quote.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name ApplyDiscountToQLI
            Reference Action Type Flow
            Reference Action Apply Discount To Quote Line Item
            Does this action execute one or more prompt templates? No
            Required Setup Set Up Agentforce for Revenue

            Guidelines and Considerations

            • If there are multiple quote line items with the same name, the action applies the discount to the first matching line item in Transaction Line Editor.
            • The agent can only process discounts that are expressed as a percentage.
            • The action doesn't support manual discounts.
            • The agent doesn't verify if a quote line item is price-inclusive. However, we recommend that you don't add discounts to child products within a price-inclusive bundle.
             
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