Create Quote Members Invocable Action

Use b2bCmexCreateQuoteMembers invocable action to create multiple quote members in one synchronous request, with optional duplicate detection.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Available from the Salesforce REST Actions API, Flow Builder, and OmniStudio in API version 68.0 and later, this action creates or upserts quote members from a JSON array. You can check for existing quote members by using a composite key built from selected fields.

Note To configure this invocable action as an Agentic action in Agentforce, use wrappers for both input and output payload transformation. You can create the wrappers in Apex or in Flow.

Input Values

Parameter	Required	Description	Data Type
quoteId	Yes	The ID of the quote to add members to.	String
members	Yes	A JSON array of member objects that use field API names as keys.	String (JSON array)
checkAsyncJobStatus	No	A Boolean value that indicates whether to check for a concurrent asynchronous job. Set the value to `false` to skip the check. The default value is `true`.	Boolean
checkDuplicate	No	A Boolean value that indicates whether to check for existing quote members.	Boolean
duplicateCheckFields	No	Field API names used to build the composite duplicate-detection key. When multiple fields are provided, matching always uses AND, so a record is treated as a duplicate only if all provided fields match.	List of Strings

Output Values

Parameter	Description	Data Type
isSuccess	A Boolean value that indicates whether the operation completed successfully.	Boolean
createdQuoteMembers	The quote members that the action created or upserted.	List of Strings
skippedDuplicateCount	The number of members skipped because duplicates were detected.	Integer
error	An error message if the operation failed.	String

Usage

Use this action to create quote members in bulk, such as members supplied by a CSV upload.

Set checkDuplicate to true and specify duplicateCheckFields to skip members that match existing composite keys.

The action returns its result synchronously.

Considerations

The members value is sent as a JSON-encoded string when the REST Actions API is used.
The running user must have access to the record.
Business and validation failures are returned in outputValues.error, even when the Actions API envelope contains isSuccess=true.
Duplicate checking is optional.

Example Input

{
  "inputs": [
    {
      "quoteId": "0Q0XXXXXXXXXXXXXXX",
      "members": [
        { "Name": "Acme HQ", "City__c": "London" },
        { "Name": "Acme DC", "City__c": "Leeds" }
      ],
      "checkDuplicate": true,
      "duplicateCheckFields": ["Name", "City__c"]
    }
  ]
}

Example Output

[
  {
    "actionName": "vlocity_cmt__B2BCmexCreateQuoteMembersInvocable",
    "isSuccess": true,
    "errors": null,
    "outputValues": {
      "isSuccess": true,
      "createdQuoteMembers": [
        { "Id": "a0XXXXXXXXXXXXXXXX", "Name": "Acme HQ" }
      ],
      "skippedDuplicateCount": 1,
      "error": null
    }
  }
]

Error Handling

Check outputValues.error to determine whether the action succeeded. Business and validation failures don't populate the Actions API errors array.

The action returns an error when a required value is blank or when the running user doesn't have access to the record.