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Energy & Utilities Cloud
Agentforce for Energy Quote Recipients Grouping

Agentforce for Energy Quote Recipients Grouping

Sales reps improve their efficiency by creating recipient groups for quotes using Agentforce in Energy & Utilities, reducing the manual task of selecting recipients to create groups. With quote recipient groups, sales reps configure and apply an offer to a group of recipients without cloning the offer for each recipient individually. This improves scalability, usability, and performance of quote line items by managing the offer in a single representation of the quote line items associated with multiple recipients.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Agentforce for Energy & Utilities add-on
 
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