---
schema_version: "1"
id: 72abf581cbe5440f81634e2a656e8d9f1b27d443e479ee788231dc0cb6a62b05
title: Manage Quote Recipient Groups with Agentforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_energy_agentforce_quote_recipient_groups.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_agentforce_quote_recipient_groups.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b31276a9cddbd9f9483806a48b0d45f5ceabb81d3bf4ebf0628fe2e94f8e1d3
description: Automate the creation of quote recipient groups by using Agentforce. Sales reps use the prebuilt agent actions to create and manage recipient groups for a quote. With quote recipient groups, sales reps can configure and apply an offer to a group of recipients without cloning the offer for each recipient individually. Improve the scalability, usability, and performance of quote line items by managing the offer in a single representation of the quote line items associated with multiple recipients.
products:
  - Cross Cloud
release: "264"
---
# Manage Quote Recipient Groups with Agentforce

Automate the creation of quote recipient groups by using Agentforce. Sales reps use the prebuilt agent actions to create and manage recipient groups for a quote. With quote recipient groups, sales reps can configure and apply an offer to a group of recipients without cloning the offer for each recipient individually. Improve the scalability, usability, and performance of quote line items by managing the offer in a single representation of the quote line items associated with multiple recipients.

**Where:** This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Agentforce for Energy & Utilities and the Agentforce for Energy & Utilities add-on. The Agentforce Employee Agent uses Flex Credits under the Salesforce Foundations Entitlements model.

**When:** This feature is available starting October 2, 2026.

**How:** Use these actions to create and manage recipient groups.

- Get Group Suggestions
- Get Quote Location Fields
- Create Quote Recipient Groups
- Get Recipient Grouping Criteria
- Create Quote Line Item for Recipient Group
- Get Energy Products

#### See Also

- [Salesforce Help: _Agentforce for Energy Quote Recipients Grouping_](https://help.salesforce.com/s/articleView?id=ind.energy_agentforce_for_energy_quote_recipients_grouping.htm&language=en_US)