Customize Upsell and Cross-sell Topic to Use Revenue Cloud Quoting

Revenue Quote Management uses modular actions, so you can reuse a single quote to add multiple products with individual discounts.

Before getting started, ensure these actions are available and enabled on your org.

• Agentforce Platform Action
  • Identify Object by Name
• Revenue Actions
  • Create Initial Quote
  • Add Quote Line Item to Quote
  • Apply Discount To Quote Line Item
  • Get Product Selling Model for Products
  • Query Quote Line Items

Note You can use Revenue actions without a full Revenue Quote Management agent setup. Simply add the out-of-the-box (OOTB) Revenue actions to the Upsell and Cross-sell agent topic and complete the following configurations.

• Create and Configure Opportunity Custom Action
  Build an autolaunched flow to automate Opportunity record creation. Next, convert this flow into an Agentforce action.
• Configure the Agent Topic to Use Revenue Cloud Quoting
  Update the Upsell and Cross-sell agent topic by adding or removing specific actions. Refine the instructions to enable the agent to use Revenue Cloud quoting capabilities.