---
schema_version: "1"
id: 87be4d6624651bc6f106fa0266a852b37b8100d1369f3cfcd28f24132b6f7739
title: Create Quote Recipient Groups Using Agentforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_create_quote_recipient_groups_using_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_create_quote_recipient_groups_using_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb474bf485e906988e3825df2f073ac70a1c52dd1abe73e21375e933651cf243
description: To apply the same configuration to a set of recipients, the sales reps create a recipient group and apply the configurations to an entire set without extending the offer to each recipient individually. This streamlines the process when multiple recipients require the same configuration and pricing. For example, when a software company opens a new branch, a common task is to provide laptops and software licenses based on departmental requirements. Sales reps create groups by department, then add individual employees to their respective groups. For each group, they specify the exact laptop models and precise software licenses needed. This allows for a more personalized and accurate quoting process, ensuring employees receive the correct equipment and tools from day one.
products:
  - Communications
release: "264"
---
# Create Quote Recipient Groups Using Agentforce

To apply the same configuration to a set of recipients, the sales reps create a recipient group and apply the configurations to an entire set without extending the offer to each recipient individually. This streamlines the process when multiple recipients require the same configuration and pricing. For example, when a software company opens a new branch, a common task is to provide laptops and software licenses based on departmental requirements. Sales reps create groups by department, then add individual employees to their respective groups. For each group, they specify the exact laptop models and precise software licenses needed. This allows for a more personalized and accurate quoting process, ensuring employees receive the correct equipment and tools from day one.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Agentforce for Communications add-on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d19913e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d19913e71 ">To use Agentforce for creating quote recipient groups:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d19913e71 ">
              <p>Einstein for Communications</p>
              <p>AND</p>
              <p>Revenue Cloud for Communications
                Features</p>
              <p>OR</p>
              <p style="margin-bottom:0;">CME Sales Features</p>
            </td>

          </tr>
        </tbody>
      </table>

Before you begin, [Set Up Agentforce for Quote Recipients Grouping](https://help.salesforce.com/s/articleView?id=ind.comms_set_up_agentforce_for_quote_recipients_grouping.htm&release=264.0.0&type=5 "To give sales reps and other users access to powerful generative AI features for creating recipient groups, admins must set up Einstein and Agentforce. Sales reps work with the standard Agentforce subagent provided in Communications Cloud. Admins can also control user access to individual Agentforce Employee Agents (AEA) using permission sets.").

1. On the Locations tab, click **Manage Group with Agentforce**.
2. Select **Group Locations**.
    
    Your Agentforce conversation panel appears.
3. Select groups from auto suggestions or enter text to get specific suggestions, and click ![Agentforce Send](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/agentforce_send.png) 
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note The combined count of groups and locations must be less than 800.