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            Revenue | Update Quote Details

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            Revenue | Update Quote Details

            Updates the fields in a 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 UpdateQuoteDetails
            Reference Action Type Flow
            Reference Action Update Quote Details
            Does this action execute one or more prompt templates? No
            Required Setup Set Up Agentforce for Revenue

            Guidelines and Considerations

            The agent is sensitive to spelling errors and prompts you for the right input if there is a mismatch.

             
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