Revenue | Update Quote Details

Updates the fields in a quote.

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.

Action Details

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

Guidelines and Considerations

The agent is sensitive to spelling errors and prompts you for the right input if there is a mismatch.