Creates a Revenue Cloud quote for a new business from an opportunity. This quote differs
from an amendment quote or a renewal quote that modifies or extends an existing business. Sales
reps can create multiple quotes for an opportunity.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
of Revenue Cloud Advanced and Foundations. |
Action Details
| API Name |
CreateInitialQuote |
| Reference Action Type |
Flow |
| Reference Action |
Create Initial Quote |
| Does this action execute one or more prompt templates? |
No |
| Required Setup |
Set Up Agentforce for Revenue |
Guidelines and Considerations
- Create new business quotes from opportunities. The agent can’t create quotes without
opportunities.
- Opportunities don’t automatically sync to quotes.
