Creates an amendment quote in Revenue Cloud and then generates a related amendment
opportunity for an account with active assets. An amendment quote, also known as an add-on quote
or a change quote, increases the quantity of assets a customer has purchased or modifies some
aspect of those assets.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
of Revenue Cloud Advanced and Foundations. |
Action Details
| API Name |
CreateAmendmentQuote |
| Reference Action Type |
Flow |
| Reference Action |
Create Amendment Quote |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Agentforce for Revenue |
Guidelines and Considerations
- The agent can only add assets to a new amendment quote. To create an amendment quote for
multiple assets, you must specify all the assets that need to be amended in the initial
request. However, you can add more assets or products later to the amendment quote through
Transaction Line Editor.
- The agent can’t create an amendment quote for an expired asset.
