Invocable Actions for Enterprise Quoting with Agentforce

This feature is part of the Communications Cloud managed package.

Explore details of the prebuilt invocable actions within Enterprise Sales Management, designed for Agentforce.

• Create Opportunity Invocable Action
  Use this action to create an opportunity along with an associated quote and price list. For example, build agents that instantly create-opportunity-invocable-actiongenerate deals and quotes when a high-value lead is qualified.
• Create Enterprise Quote Invocable Action
  Use this action to create an enterprise quote based on specific inputs, such as account and oppportunity details. For example, build agents that auto-generate complex enterprise quotes when an opportunity reaches the proposal stage.
• Create Group Invocable Action
  Use this action to create a group for a specific quote and assign members to it, based on specified inputs. For example, a sales rep can group multiple store locations together to apply a bulk discount.
• Add Members to Quote Group Invocable Action
  Use this action to add quote members to a specific quote group. For example, build scripts that automatically sort and assign subscribers to department-based quote groups during bulk imports.
• Get Quote Members Invocable Action
  Use this action to get all quote members associated with a given quote. For example, you can retrieve all member data to calculate volume-based discounts across a specific enterprise quote.
• Get Quote Groups Invocable Action
  Use this action to retrieve all groups associated with a specific quote. For example, you can fetch all quote groups to apply customized service-level agreements across different business units.
• Add Offer Configuration Invocable Action
  Use this action to add Quote Members and Quote Groups to a Working Cart, with support for both synchronous and asynchronous processing. For example, build agents that batch-process thousands of employee records into a cart without hitting system timeout limits.
• Clone Record Invocable Action
  Use this action to clone a record and its related objects based on configuration. For example, you can instantly duplicate complex project templates including all predefined milestones and task dependencies.
• Async Job Status Invocable Action
  Use this action to verify whether an asynchronous job is already running for a specific quote. For example, you can prevent duplicate processing by checking job status before initiating a new quote calculation.