Creates a quote and an ad quote for a media proposal, and adds media products for the
proposal. The proposal is associated with the opportunity of the advertisement campaign that the
proposal is for. The proposal includes key details such as budget, start and end dates, and
price book. For proposal products, details such as price book, quantity, and start and end dates
are added.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developerr Editions with the Agentforce for Media add-on or included in
Agentforce 1 Media Edition. Requires each user to have the Agentforce for Media
add-on to access the action.
|
Action Details
| API Name |
CreateMediaProposal |
| Reference Action Type |
Flow |
| Reference Action |
Create Media Proposal (media_opp_flows__CreateMediaProposal) |
| Does this action execute one or more prompt templates? |
No |
Guidelines and Considerations
- If a user doesn't provide the required details such opportunity, price book, start and
end dates, and proposal name, the action doesn't create a proposal.
- If a user doesn't provide the product and quantity, the action doesn't add media
products to the proposal.
- If a user provides the name of price book that isn't available, the action doesn't
create a proposal.
