Simplify enterprise sales operations with faster, clearer quote and cart workflows. Manage pricing and cart actions from one place and handle warnings and errors with confidence. Automate cloning, multi-site completion logic, and order-conversion tasks using enhanced ESM capabilities and invocable actions.
- Access All Pricing Tools from One Place
Find quote-level discounts and line-level price adjustments in one unified Pricing Controls module on the Enterprise Sales Management Summary page. Use clearly labeled tabs to switch between quote-level or order-level pricing for discounts and promotions applicable at the overall cart level, and line-level pricing for adjustments on specific quote line items. Use advanced selection mode to apply bulk price adjustments only to selected quote or order line items. Select discount or upcharge options directly when creating price adjustments, so you don’t need to enter negative signs manually. Price formatting is consistent across the discount panels. - Process Large Quotes at Scale with Enhanced Enterprise Sales Management Capabilities
Process large-scale quotes with hundreds of bundles and thousands of line items without hitting resource limits or session timeouts. Background cloning duplicates high-volume item sets without exceeding capacity constraints, and trimmed cart retrieval reduces payload sizes to eliminate resource limit errors and stay within platform limits. - Distinguish Blocking Errors from Bypassable Warnings in Your Working Cart
See what blocks cart submission and what you can bypass in your Enterprise Sales Management working cart. The cart now separates mandatory blocking errors from warnings using distinct visual indicators—red for errors that prevent submission, orange for warnings you can acknowledge and bypass. These alerts appear at both the cart and line-item levels, with banners showing alert counts and expandable details linked to affected products. Acknowledge warnings to proceed with incomplete configurations, or resolve errors to submit so you can quickly identify which issues require immediate action. - Disconnect Bundle Products with Accurate Cart Updates in Enterprise Sales Management
Sales representatives can disconnect child or grandchild products from bundles during order modifications, and the cart displays remaining products accurately without duplication. The Enterprise Sales Management cart provides consistent and accurate visibility with no configuration required. Sales reps no longer need to manually verify product lists after disconnecting bundle components, reducing the time required to complete MACD transactions. - Run Custom Logic After Multi-Site Copy Completes
Trigger custom post-processing logic reliably after multi-site copy operations finish in Enterprise Sales Management. Run external pricing web services, send seller notifications, and handle custom errors only after the enterprise quote is fully populated from the working cart, eliminating premature execution failures. Previously, custom post-processing logic was unreliable because the asynchronous operation returned a Batch Job ID immediately rather than waiting for the copy to finish. - Convert Customer Assets to Enterprise Orders Directly in Enterprise Sales Management
Convert customer assets to enterprise orders in Enterprise Sales Management to handle the complete MACD (move, add, change, disconnect) flow. From the Asset Viewer on the Account page, sales reps can select assets to create new orders or add them to existing ones. Small selections process instantly, while larger selections process asynchronously based on configurable thresholds. - Deep Clone Source Orders in Activated Status
Use the deep clone invocable action to recreate activated source orders without manually rebuilding complex order structures. The cloned order maintains all line items, pricing overrides, and hierarchical relationships with its status set to Draft. Previously, deep cloning wasn’t available for source orders in activated status. - Route Users Where They Need to Be with Context-Aware Custom Notifications
Custom notifications now carry precise navigation intent, instantly landing users on a specific destination, such as the quote summary tab, ESM summary, ESM loaction, or a custom link. Use the API to create custom notifications complete with redirect-ready metadata, cutting out manual navigation and keeping operational workflows seamless. - Apply a Bundle Configuration Across Matching Quote Line Items
Save time by updating a bundle once and applying it across an enterprise quote. This streamlines updates for large quotes with identical products in multiple locations. - Protect Quote and Order Consistency with a UI Loader for Asynchronous Processes
Show a blocking loader on quote and order pages while asynchronous bulk processing is running. Users get immediate visual feedback that quote or order data is being updated, including when processing starts in another browser tab, session, or source, such as an agent or API call. Blocking interactions during processing helps prevent conflicting edits and partial states. The loader activates through a platform event that you configure, requiring no changes to your data model. - Navigate High-Volume Enterprise Sales Management Records with Number-Based Pagination
Handle large location and subscriber datasets in the Locations and Summary tabs with number-based pagination designed for enterprise quotes. Users can move through thousands of records while preserving familiar UI behaviors and existing error handling patterns. Custom implementations can keep current pagination UI patterns while still benefiting from core back-end improvements. - Provide Clear Feedback on Cart Operations with Transient Messages
Receive immediate, custom feedback when your sales reps update quote line items in the Enterprise Sales Management cart. Clear warning, error, and success messages explain why an operation succeeded or violated a business rule. If cardinality, attribute, validation, or pricing errors occur, reps can view the custom error details and continue updating the cart, but they can't submit the cart until they resolve all errors, keeping workflows clean, focused, and accurate. - Einstein Quick Quote for Enterprise Sales Management Is Retired
Einstein Quick Quote for Enterprise Sales Management is no longer available. This feature is retired in Winter '27. - Contract Option in Custom Discount Allocation Type Settings Is Retired
The Contract option within the Custom Discount Allocation Type settings is no longer available in Enterprise Sales Management. This feature is retired in Winter '27. - Sort Functionality on the Product Catalog Is Retired
The sort functionality on the Product Catalog is no longer available in Enterprise Sales Management. This feature is retired in Winter '27. - Delete Discounts on Large Enterprise Quotes and Orders
Keep your sales reps working in the cart when they remove a discount from an enterprise quote or order with up to 50,000 line items. For Standard Runtime carts that exceed a configurable line-item threshold, Enterprise Sales Management completes the removal in the background and notifies the rep. Previously, the same action often failed on large carts, which left the discount in place and stalled the deal. - Speed Up Quoting with Product Location and MACD Request PDF Uploads
Upload Product Location PDFs or move, add, change, and disconnect (MACD) request PDFs to an existing quote in Enterprise Sales Management. Intelligent Document Processing (IDP) extracts row data and matches it to premises, service accounts, and the product catalog. Users then generate Quote Members and Quote Line Items (QLIs) from the matched records. - Apply Mass Discounts on Large Enterprise Quotes
Process mass discounts on enterprise quotes containing up to 50,000 total line items and over 4,000 root items without system failures. Background processing now handles these large quotes in smaller batches, so you no longer hit the previous limit of about 3,600 root items. Previously, mass discounts failed on quotes with about 4,000 or more root line items when too many root item IDs were processed at once. - Remove Promotions from Large Quotes Without Timing Out
Keep large enterprise quote sessions responsive when you remove a promotion from a bundle in Enterprise Sales Management. Removal targets only the line items tied to the promotion instead of evaluating every line item in the quote. When a removal affects a large number of line items, the deletion moves to the background automatically and shows an in-progress status and confirmation instead of an unresponsive screen.