Communications | Create Sales Quote

Creates a sales quote for specified products.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer 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.

User Permissions Needed
To use agent actions:	Einstein for Communications

Example See Common User Access for Standard Agent Actions.

Action Details

API Name	CreateSalesQuote
Reference Action Type	Flow
Reference Action	Create Sales Quote
Does this action execute one or more prompt templates?	No
Required Setup	Agentforce for Product Upsell and Cross-sell in Service

Guidelines and Considerations

This action is a template containing example information. Customize it to your use case.