Loading
Feature Degradation | Agentforce Voice Read More
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
            Subagent: Quote Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Revenue Management

            Subagent: Quote Management

            Create and modify quotes and their quote line items in Revenue Management.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management Advanced license with the Agentforce Employee Agent add-on.

            Considerations

            • The agent is available to authenticated users in Lightning Experience. Customers and partners who use Experience Cloud don’t yet have access to external digital agents.
            • The agent supports only one currency in quotes. To provide support for multiple currencies, modify the Add QuoteLineItem to Quote flow to check if the Currency ISO Code field is available on the product record. See Set Up Agentforce for Revenue Management.
            • You can modify up to 10 quote line items at a time in an agent request. For example, you can create a quote with 10 quote line items, add 10 quote line items to an existing quote, or apply a discount on 10 quote line items in a single request.

            Examples of Utterances Classified to This Topic

            user Sample input Actions Engaged agent response
            “Add three units of QuantumBit Gold Platform to the Cloud Kicks Technology quote.”
            • Identify Record By Name
            • Get Product Selling Model for Products
            • Add Quote Line Item to Quote
            		 The agent retrieves the default product selling model for QuantumBit Gold Platform and then confirms with the user if it can add the product to the Cloud Kicks Technology quote. After adding the product, the agent shares the link to the updated quote for the user to view or modify manually.
            “Apply a discount to API Access so it’s sold at 60% of list price.”
            • Identify Record By Name
            • Query Quote Line Items (Beta)
            • Apply Discount to Quote Line Item
            		 The agent calculates the discount percentage or amount for the product to be sold at 60% of list price and then updates the price fields.
            “Create an amendment quote for Acme for both Laptop Bag and Mouse starting on 5/12 for -1 unit?”
            • Identify Record By Name
            • Create Amendment Quote
            		 The agent creates an amendment quote for Acme with the updated product details, reducing their quantity by one and modifying their start date to 5/12.
            “Update the quote status under Acme to Accepted.”
            • Identify Record By Name
            • Update Quote Details
            		 The agent updates the status of the quote associated with Acme to Accepted.
            “Sync Acme quote to its opportunity.”
            • Get Record Details
            • Update Record Fields
            		 The agent syncs the Acme quote to its related opportunity.
            “Unsync Acme quote to its opportunity.”
            • Get Record Details
            • Update Record Fields
            		 The agent stops syncing the Acme quote to its related opportunity.
             
            Loading
            Salesforce Help | Article