Create Group Invocable Action

Use this action to create a group for a specific quote and assign members to it, based on specified inputs. For example, a sales rep can group multiple store locations together to apply a bulk discount.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Input Values

Parameter Description Data Type
quoteId The ID of the quote. String
groupName The name of the group to create. String
memberIds A comma-separated list of member IDs. List of String
memberType The type of members. String
expectedMemberCount The expected number of members. Integer
currentMemberCount The current number of members. Integer

Output Values

Parameter Description Data Type
quoteGroup The created quote group record. String
errorMessage A message explaining why the data couldn't be created. String

Example

JSON Request

{
  "inputs": [
    {
      "quoteId": "0Q0DX0000007jXl0AI",
      "groupName": "VM Group 3",
      "checkAsyncJobStatus": true,
    }
  ]
}

JSON Response Body

[
    {
        "actionName": "devops001gs0__B2BCmexCreateGroupInvocable",
        "errors": null,
        "invocationId": null,
        "isSuccess": true,
        "outcome": null,
        "outputValues": {
            "error": null,
            "quoteGroup": {
                "attributes": {
                    "type": "devops001gs0~QuoteGroup~c",
                    "url": "/services/data/v65.0/sobjects/devops001gs0~QuoteGroup~c/a4IDX0000000a4S2AQ"
                },
                "Id": "a4IDX0000000a4S2AQ",
                "Name": "VM Group 3",
                "devops001gs0~QuoteId~c": "0Q0DX0000007jXl0AI",
                "devops001gs0~ExpectedMemberCount~c": null
            }
        },
        "sortOrder": 0,
        "version": 1
    }
]