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Agentforce and Einstein Generative AI

Revenue | Create Amendment Quote

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Revenue | Create Amendment Quote

Creates an amendment quote in Revenue Cloud and then generates a related amendment opportunity for an account with active assets. An amendment quote, also known as an add-on quote or a change quote, increases the quantity of assets a customer has purchased or modifies some aspect of those assets.

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

Guidelines and Considerations

The agent can only add assets to a new amendment quote. To create an amendment quote for multiple assets, you must specify all the assets that need to be amended in the initial request. However, you can add more assets or products later to the amendment quote through Transaction Line Editor.
The agent can’t create an amendment quote for an expired asset.

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