Creates a line item record and adds it to a Revenue Cloud quote.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
of Revenue Cloud Advanced and Foundations. |
Action Details
| API Name |
AddQuoteLineItem |
| Reference Action Type |
Flow |
| Reference Action |
Add Quote Line Item to Quote |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Agentforce for Revenue |
Guidelines and Considerations
- You can add one-time, term-defined, and evergreen products to quotes. Add one-time products
without a start date, but include a start date when adding evergreen products.
- The products specified in the request must be associated with a default product selling
option.
- Before adding a product to a quote, the agent retrieves the product's default selling model
and asks for your confirmation.
- If you don't specify a price book in the opportunity record, the agent uses the standard
price book.
- You can't configure a product by using the agent. After the agent adds a product to a quote,
open the quote and then configure the product.
- The action doesn't support numbers that are formatted with delimiters. For example, in the
US, the maximum product quantity that the agent can enter is 999 units. If you add 1,000 units,
the agent throws an error.
- The agent can add up to 10 products at a time to a quote.
- The agent can't add products in partial quantities.
