---
schema_version: "1"
id: 9c8756f29ea3394f5d1dd1805419b6dd5c5ae9a9171322bfad724a0b51e424de
title: Upsell and Cross-sell Topic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/aslm_upsell_and_cross_sell_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.aslm_upsell_and_cross_sell_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bfa7bb07b64884ae024f88ef2e2a11650f40843f9aa98250b0c52fb02d7ba520
description: Field technicians and service reps can identify and display relevant product upgrade opportunities and add-on options for existing assets (upsell), and new product suggestions (cross-sell) applicable to customers. They can use the Upsell and Cross-sell agent topic to deliver a comprehensive overview of all recommended products in a single, clear communication. Providing all necessary information upfront enables customers to make well-informed decisions, thereby enhancing their trust and overall satisfaction.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Upsell and Cross-sell Topic

Field technicians and service reps can identify and display relevant product upgrade opportunities and add-on options for existing assets (upsell), and new product suggestions (cross-sell) applicable to customers. They can use the Upsell and Cross-sell agent topic to deliver a comprehensive overview of all recommended products in a single, clear communication. Providing all necessary information upfront enables customers to make well-informed decisions, thereby enhancing their trust and overall satisfaction.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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: Automotive Cloud, Communications Cloud, and Manufacturing Cloud, with Agentforce enabled. <a href="https://help.salesforce.com/s/articleView?id=xcloud.aslm_editions.htm&amp;language=en_US&amp;type=5" target="_blank">View edition availability</a>.</td></tr></tbody></table>

Use this topic to create quotes for selected products and submit the customer's approval for the confirmed quotes.

- **[Propose Product Upgrades or Add-ons During Service Engagements](https://help.salesforce.com/s/articleView?id=xcloud.aslm_propose_product_upgrades_or_add_ons_during_service_engagements.htm&release=264.0.0&type=5)**  
    Enable field technicians and service reps to capitalize on on-site sales opportunities by providing a streamlined flow for proposing product Upgrades (replacements or betterment) or Add-ons (supplements) for specific assets.
- **[Cross-sell New or Related Products During Service Engagements](https://help.salesforce.com/s/articleView?id=xcloud.aslm_cross_sell_new_or_related_products_during_a_service_engagements.htm&release=264.0.0&type=5)**  
    Assist field technicians and service reps to drive revenue through cross-selling, suggesting new products based on the customer account profile rather than a specific existing asset.
- **[Example Utterances That Trigger This Topic](https://help.salesforce.com/s/articleView?id=xcloud.aslm_example_utterances_that_trigger_this_topic.htm&release=264.0.0&type=5)**  
    See some example utterances that trigger the Upsell and Cross-sell agent topic.
- **[Best Practices for Agent Success](https://help.salesforce.com/s/articleView?id=xcloud.aslm_best_practices_for_agent_success.htm&release=264.0.0&type=5)**  
    Know the best practices that maximize the quality of the agent's product and upgrade suggestions.
- **[Included Agent Actions](https://help.salesforce.com/s/articleView?id=xcloud.aslm_included_agent_actions.htm&release=264.0.0&type=5)**  
    The Upsell and Cross-Sell topic includes five agent actions.