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. |
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.