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Revenue | Create Renewal Quote

Use the Create Renewal Quote action to create a renewal quote for active and renewable assets in Revenue Cloud.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud Advanced and Foundations.
User Permissions Needed  
See Common User Access for Standard Agent Actions.
User Permissions Needed  
To execute actions in Employee agents: See Manage Employee Agent Access
To run flows: Run Flows

Action Details

API Name CreateRenewalQuote
Reference Action Type Flow
Reference Action Create Renewal Quote
Does this action execute one or more prompt templates? No
Required Setup Set Up Agentforce for Revenue

Guidelines and Considerations

  • By default, the action supports asset-based renewals.
  • To enable contract-based renewals, modify the flow associated with this action to accept a contract ID as an input variable.
  • To enable renewals from existing renewal opportunities, modify the flow associated with this action to accept an opportunity ID as an input variable.