Quoting Skill Subagent and Actions
Quote Management
The Quote Management subagent enables ERROR - unresolved reference (QuoteAgent) to create, update, clone, search, reprice, compare, and generate documents for Conga CPQ quotes and proposals. The following table describes the actions available under the Quote Management topic.
| Action | Prerequisites | Configuration Setup | Sample Prompts |
|---|---|---|---|
| Create Proposal/Quote | Customize the CreateProposalForAgentforce field set on the Quote/Proposal object to define the fields required for quote creation. | The CreateProposalForAgentforce field set is created by default on the Quote/Proposal object. Edit the fields as needed. |
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| Clone Quote | NA | NA |
With a quote in context:
Without a quote in context:
|
| Update Proposal/Quote | Create a context variable named Quoteupdate and map it to the output of the GetQuoteFieldDetailsForUpdate action and to the metadata input variable of the Update Proposal/Quote action. | Map the Quoteupdate context variable in the output of the GetQuoteFieldDetailsForUpdate action and in the metadata input of the Update Quote action. |
|
| Search Proposals/Quotes |
| The SearchProposalForAgentforce field set is created by default on the Quote/Proposal object. Modify the fields as needed. |
|
| Reprice Quote | NA | NA |
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| Compare Quotes | Configure the APTS_QuoteCompareMetadata admin record with the quote object API name, the fields to compare, and the line item object API name and its fields. | Admin setting: APTS_QuoteCompareMetadata |
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| Generate Proposal Document |
| Navigate to Agentforce Custom Properties and set Default Template Name for DocGen to the required template name. |
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| Get Product Details |
| NA |
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| Add Products to Cart | NA | NA |
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| Compare Product | Ensure that the products being compared have their feature sets and feature values populated for an accurate comparison. If no features are available, the agent displays the message: "No features are available to compare." | Ensure that the products being compared have their feature sets and feature values populated. |
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| Get Cart Summary | Create an admin record named GetCartSummaryForAgentForce and populate its Code field with the required JSON configuration that specifies the cart object, its fields, and child relationship fields. | Admin setting: GetCartSummaryForAgentForce | With a quote in context:
Without a quote in context:
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| Finalize Cart | The cart must be in New or Saved status. | NA |
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| Search Favourites | A field set named SearchFavouritesForAgentForce must be created on the Favorite Configuration object with the fields to display in the agent window. If no fields are configured in the field set, the agent returns only the names of the favorite configurations. | NA |
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| Add Favourites to Cart |
| NA |
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| Compare Favorites | NA | Admin setting: APTS_CompareFavoritesForAgentforce. Configure this admin record with the cart object API name, its fields, and the line item child relationship fields. |
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| Update Line Item | Create a context variable named LineItemUpdate and map it to the output of the GetLineItemObjectDetails action and to the metadata input variable of the Update Line Item action. | Map the LineItemUpdate context variable in the output of the GetLineItemObjectDetails action and in the metadata input of the Update Line Item action. |
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| Get LineItem Object Details | Configure the GetLineItemsForAgentForce admin property with the line item object name, the fields to retrieve, and child relationship fields such as product attribute values and adjustment line items. | Admin setting name: GetLineItemsForAgentForce |
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| Search Asset | NA | NA |
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| Renew Assets | NA | NA |
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