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            Automotive | Create Quote from Opportunity

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            Automotive | Create Quote from Opportunity

            Creates quotes and quote line items for an opportunity using its ID as an input and its associated opportunity products with a manual discount percentage.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Automotive add-on or included in Agentforce 1 Automotive Edition. Requires each user to have the Agentforce for Automotive add-on to access the action.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateQuoteFromOppt
            Reference Action Type Flow
            Does this action execute one or more prompt templates? Yes
             
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            Salesforce Help | Article