Official recipe

Revise planned quantities across reviewed sales agreements

A sales-operations manager needs one planning revision across many agreement lines, but a vague product description or percentage can affect an unintended population.

Read original recipe

Proposed inputs

Name
Approved rule
Owner
Planning owner
Minimum scope
Metric, operation, amount and period
Quality check
Distinguish percent from units.
Name
Agreement snapshot
Owner
Sales operations
Minimum scope
IDs, product IDs, statuses and current quantities
Quality check
Record snapshot time and full row count.
Name
Exclusion rules
Owner
Account owner
Minimum scope
Protected agreements and cutoff dates
Quality check
Verify boundary cases.

Access and setup — proposed or unknown

Proposed minimum: Use a fictional spreadsheet and simulated update statuses.
Create a stable manifest and preserve original values.
Compatibility unknowns: Unknown: tenant access, exact field semantics and complete-result retrieval outside the documented preview.
External actions requiring approval: All production writes, security configuration and customer communications; changes to binding commitments require separate approval.

Detailed steps and output format

At a glance

Suggested result: A population manifest and before/after quantity sheet, with an exception list and post-change reconciliation design.Suggested; untested.
Tool: Salesforce AgentforceSource-named; check current access.
Suggested inputs: Approved rule; Agreement snapshot; Exclusion rulesProposed; access notes below.
Human review: Proposed: an authorized owner approves the complete affected population and exact before/after planned quantities. Hold price, contract-value, signed-term and…
Read full note
Proposed: an authorized owner approves the complete affected population and exact before/after planned quantities. Hold price, contract-value, signed-term and customer-notification changes for separately authorized review.
Suggested boundaries; source approvals below.
Setup notes: Use a fictional spreadsheet and simulated update statuses. Create a stable manifest and preserve original values.Guide notes; proposed setup untested.
Cost: Workflow cost not established. Check current tool pricing, setup and human review costs before trying it.No measured cost or time added.
Content depth: Source-linked example · suggestions untestedDepth does not establish successful execution.

Check source evidence and limits ↓

Source-backed example. Practical decision guidance is proposed and untested; this is not a full implementation guide.

The problem

A sales-operations manager needs one planning revision across many agreement lines, but a vague product description or percentage can affect an unintended population.

Suggested task · untested

Proposed: translate the manager’s approved quantity rule into a bounded change sheet for review.

What you could produce

A population manifest and before/after quantity sheet, with an exception list and post-change reconciliation design.

Where these suggestions come from

Core problem: Our suggestion; no result reported by the source
Agent job: Our suggestion; no result reported by the source
Expected output: Our suggestion; no result reported by the source
Relevant job roles: Our suggestion; no result reported by the source
Benefit type: Our suggestion; no result reported by the source

Suggestions and their limits

Describes the proposed purpose and review output; measured benefit and successful delivery are not established.

Editorial synthesis based on the linked source. This framing does not add evidence of successful delivery or results.

Before you try it · suggestions untested

Original decision guidance and first check are proposals. The source supports the attributed task; this guidance has not been executed.

Read the attributed source evidence and original caveats below ↓

Why use this

“Increase the plan” leaves open the product, period, eligible statuses and whether the change means a percentage or an absolute amount.
An agent can turn that conversation into explicit filters and calculations; a deterministic check should verify every proposed row before any authorized write.

Why an agent / simpler alternative

Useful judgment: Clarify ambiguous scope and units while explaining excluded records.
Simpler alternative: Use a saved filtered report and validated bulk-edit tool for stable rules.
Unsuitable when: The request changes signed terms or lacks an authorized owner and complete record population.

Expected deliverable and review checks

Proposed artifact: A population manifest and before/after quantity sheet, with an exception list and post-change reconciliation design.
Critical checks: Every changed ID belongs to the approved population.
The rule reproduces each proposed quantity.
Excluded records remain unchanged; completed and failed rows reconcile.
Missing output evidence: Unknown: no actual account output or successful run independently inspected.

First check — proposed, unexecuted

Status: proposed_unexecuted
Synthetic fixture: Offline 54-row fictional population with four protected rows, two stale versions and a repeated simulated completion response.
Acceptance checks: Expose every candidate row, not just a preview.
Protected/stale rows block mutation.
Repeated responses do not apply the rule twice.
Stop conditions: Live writes, altered contract terms, undisclosed rows or an unapproved change rule.

Tasks: Sales & outreach

Useful for: Sales professional Operations manager

Editorial relevance from the title and source-supported actions; not evidence of the operator’s occupation.

Salesforce AgentforceIndependent testing: No

Failure handling, costs and limits

Failure signals and proposed responses

Signal
Preview and population counts differ
Why it matters
Hidden rows may be affected.
Proposed response
Require a complete manifest before approval.
Signal
Repeated percentage update
Why it matters
Retrying can compound the change.
Proposed response
Read current values and reconcile by record before retry.
Signal
Quantity changed after review
Why it matters
Approved arithmetic may be stale.
Proposed response
Reject the stale row and request a new review.

Effort and cost — unknown

Setup work: Define filters, version checks and recovery ownership.
Ongoing review: Reconcile partial results and investigate exceptions.
Unknowns: Unknown: usage charges, migration effort and rollback capability.

Limits

Editorial planning-metric check only; no production update or contract amendment is authorized.

Full source evidence

Official recipe · Tool workflows

Original task title: Revise planned quantities across reviewed sales agreements

Editorial candidate. This is source-backed reporting or a documented workflow. BotCurrent has not independently tested this task. A proposed Canadian adaptation is not evidence of a Canadian deployment or compliance certification.

Original source

https://help.salesforce.com/s/articleView?id=ind.mfg_gen_ai_agentforce_sales_agreement_bulk_update_topic.htm&language=en_US&type=5 ↗

Attributed to: Salesforce Help

Supporting source context

Project documentation supporting the linked recipe’s scope, permissions and limits. These references do not establish an independent test or add counted jobs.

Official recipe

Original action type: tool_action
What the source reports: Resolves a product and attribute filters, collects metric, operation and amount, previews affected agreements, then starts an asynchronous bulk update after confirmation.
Source outcome limits: An accepted asynchronous request is not a completed update. No finished batch or reconciliation was inspected. Preview shows at most 50 rows; total affected agreement products cannot exceed 450. Editable fields and record permissions are required. Eligible edition and Agentforce for Manufacturing entitlement required. Sales Planning locale support is unresolved because the locale paragraph names another product; the linked agent-creation page was unavailable, so that setup path is unverified.
Evidence attribution caveat: This official recipe describes a procedure; it does not prove successful execution or independently reproduced results.
Source approval description: Asks for preview consent, then explicit execution consent; a refusal leads to modification or cancellation.
Named tools: Sales Agreement Bulk Update subagent; Manufacturing Cloud.
Model or version: Unknown
Publication date: Unknown
Source last checked: 2026-10-14
Demonstrated in Canada: Unknown
Canadian availability: Unknown
Proposed Canadian adaptation: Proposed: check units, calendar periods and entity scope. A planned quantity change must not be presented as a newly agreed customer commitment; Canadian availability is unverified.
Recommended approval boundaries: Proposed: an authorized owner approves the complete affected population and exact before/after planned quantities. Hold price, contract-value, signed-term and customer-notification changes for separately authorized review.