Capture and reuse configurations with cart templates, automate quote cloning via invocable APIs, and assign values to read-only or hidden attributes in enterprise quotes. Process multiple sub-order creations simultaneously to streamline complex enterprise quoting and order management workflows. Plan for Winter ’27 feature retirements.
- Automate Complex Quote Recreations Using Deep Clone APIs
Replicate enterprise, multi-site, and single-site quotes using an invocable API to eliminate manual rebuilding of complex deal structures. Empower your admins and sales reps to perform deep clones that preserve all line items, pricing overrides, and hierarchical relationships without using a user interface. Integrate these actions into custom automated workflows to build high-scale agentic experiences. - Handle Multiple Sub-Order Creations and Submissions Simultaneously
Maximize your throughput by processing multiple quote-to-order conversions simultaneously across various business accounts. The system intelligently groups requests by account to allow the simultaneous creation and submission of multiple sub-orders, reducing processing delays. - Assign Member Values to Read-Only and Hidden Attributes in Enterprise Quotes
The Quote Member Binding (QMB) in enterprise quotes now supports data mapping for read-only and hidden attributes, provided the mappings are explicitly defined in the Business Rules Engine setup. This speeds up quote creation by removing manual work. - Capture and Reuse Product Configurations with Cart Templates
Standardize your sales process by converting existing product configurations from a cart into reusable templates. Sales reps can use these preconfigured templates when creating enterprise quotes, making the quoting process faster and more consistent. - Control Asset Viewer Actions with a Custom Permission
Streamline and enhance security across asset workflows by managing access for two user actions via the Add Assets to Enterprise Quotes custom permission in Enterprise Sales Management: the Change to Quote action in the Asset Viewer table and the Add Asset action in the Summary table. - Read Data More Easily with Optimized Table Layouts
Read data more easily with responsive column widths and optimized spacing inside tables in Enterprise Sales Management. - Einstein Quick Quote for Enterprise Sales Management Is Scheduled for Deprecation
Einstein Quick Quote for Enterprise Sales Management is scheduled for deprecation in Winter '27. You can no longer use Einstein Quick Quote in Enterprise Sales Management orgs on Winter '27 and later. - Other Changes in Enterprise Sales Management
Prepare for the retirement of features in Enterprise Sales Management in Winter ’27. - Accelerate Large-Scale Price Overrides by Using Bulk Price Update API
Streamline complex deal negotiations by applying distinct, per-line-item price overrides across thousands of products in a single request. Powered by an asynchronous Apex batch job, the Bulk Price Update API automates manual overrides and updatesQuoteLineItemrecords directly without cloning carts. This cuts processing overhead, prevents UI blocking, and scales safely within Salesforce Platform limits. - Update Product Attributes in Bulk on Large Quotes by Using an Asynchronous API
Update product attributes across multiple quote line items in a single request, eliminating manual, line-by-line configuration. The Bulk Attribute Update API processes large-scale updates asynchronously in the background, for fast, accurate quote configuration, even for complex deals with hundreds of line items.