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Revenue | Create Renewal Quote

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Revenue | Create Renewal Quote

Use the Create Renewal Quote action to create a renewal quote for active and renewable assets in Revenue Cloud.

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.

User Permissions Needed
To execute actions in Employee agents:	See Manage Employee Agent Access
To run flows:	Run Flows

Action Details

API Name	CreateRenewalQuote
Reference Action Type	Flow
Reference Action	Create Renewal Quote
Does this action execute one or more prompt templates?	No
Required Setup	Set Up Agentforce for Revenue

By default, the action supports asset-based renewals.
To enable contract-based renewals, modify the flow associated with this action to accept a contract ID as an input variable.
To enable renewals from existing renewal opportunities, modify the flow associated with this action to accept an opportunity ID as an input variable.

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