Applies a discount, expressed as a percentage, to a line item on 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 |
ApplyDiscountToQLI |
| Reference Action Type |
Flow |
| Reference Action |
Apply Discount To Quote Line Item |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Agentforce for Revenue |
Guidelines and Considerations
- If there are multiple quote line items with the same name, the action applies the discount
to the first matching line item in Transaction Line Editor.
- The agent can only process discounts that are expressed as a percentage.
- The action doesn't support manual discounts.
- The agent doesn't verify if a quote line item is price-inclusive. However, we recommend that
you don't add discounts to child products within a price-inclusive bundle.
