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When you receive revised requirements or more source material, extract the Request for Proposal (RFP) again. Compare the newly extracted values with the current summary, select the values to retain, and save them as a new version.
| Available in: Lightning Experience |
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited Editions with Media Cloud — Growth and Media Cloud — Advanced. This feature requires an Agentforce license. |
| User Permissions Needed | |
|---|---|
| To update the RFP summary and compare versions: | Manage Requests for Proposal |
You can keep a current value for one field and accept a newly extracted value for another.
The new version becomes the latest summary. Previous versions remain available in the RFP's related records so you can review the history of the summary.
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