---
schema_version: "1"
id: d4c3b50324cf5b67edf3d894093174ab37df1ea86a3c8b3ccac515284c38ed3d
title: Communications | Create Quote Recipient Groups
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_comms_create_quote_recipient_groups.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_comms_create_quote_recipient_groups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d81b0b1deb370a82d61a84d1212cb4d1602a406988255c18f687832c289f47d6
description: Creates groups for quote recipients based on the selected grouping options.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Communications | Create Quote Recipient Groups

Creates groups for quote recipients based on the selected grouping options.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d57051e70">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57051e70 ">To enable agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57051e70 ">
            <p>Manage AI Agents AND the admin user permission for the agent type you want to
              create</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57051e70 ">To build and manage agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57051e70 ">
            <p>Manage Agentforce Service Agents AND Manage AI Agents</p>
            <p>OR</p>
            <p style="margin-bottom:0;">Customize
              Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57051e70 ">To use agent actions:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57051e70 ">Einstein for Communications</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">CreateQuoteRecipientGroups</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action </td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Create Quote Recipient Groups</p>
              <p style="margin-bottom:0;">(createQuoteRecipientGroups)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">No</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.comms_agentforce_for_quote_recipients_grouping.htm&amp;language=en_US" target="_blank">Agentforce for Quote Recipients Grouping</a></td>

          </tr>
        </tbody>
      </table>