You can now track deal changes and business processes more efficiently with reports on Quote Line Item History and Quote Action records. Improve tax transparency, and view, edit, and add custom tax amounts by using the new Quote Item Tax Item object. Customize the Quote list view by adding custom buttons and quick actions to manage bulk updates or automated quote creation.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Growth or the Revenue Cloud Advanced license.
How: From Setup, in the Quick Find box, find and select Report Types. Click New Custom Report Type and select Quote Action or Quote Line Item History as the primary object. To add custom buttons to Quote list views, go to the List View Button Layout in the Quote in Object Manager.