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            Revenue | Create Initial Quote

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            Revenue | Create Initial Quote

            Creates a Revenue Cloud quote for a new business from an opportunity. This quote differs from an amendment quote or a renewal quote that modifies or extends an existing business. Sales reps can create multiple quotes for an opportunity.

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

            Guidelines and Considerations

            • Create new business quotes from opportunities. The agent can’t create quotes without opportunities.
            • Opportunities don’t automatically sync to quotes.
             
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