Use this action to create either a quote or an order based on specified inputs. For example, a sales reps can use this action to create a quote or an order for a customer.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Industries CPQ API Used to Invoke Create Order or Quote Invocable Action
- createCart
- getPriceLists
Input Values
| Parameter | description | data type |
|---|---|---|
| objectType | The type of record that you want to create. Valid values are Quote and Order. | String |
| Name | The name of a quote that you want to create. | String |
| AccountId | The ID of the account record associated with the quote or order. | String |
| OpportunityId | The ID of the opportunity record associated with the quote. | String |
Output Values
| Parameter | description | data type |
|---|---|---|
| error | An error that was encountered during action execution. | String |
| Id | The record ID of the quote or order that's created. | String |
| Name | The name of a quote or order that's created. | String |
| messages | The messages returned from the CPQ API response. | List of String |
| priceList | The price list associated with the order or quote. | List of String |
Example
JSON Request
AccountId = (001DX000001osJOYAY)Name = (Test 123)objectType = (Quote)OpportunityId = (006DX000001rygYYAQ)JSON Response Body
messages ([])Id (0Q0DX0000001mfU0AQ)error (null)Name (Test 123)priceList
([{"messages":[],"actions":{"setpricelist":{"rest":{"params":{},"method":null,"link":null},
"remote":{"params":{"methodName":"updateCarts","inputFields":[{"devops001gs0__PriceListId__c":"a3sDX00000006ViYAI"}],
"cartId":"0Q0DX0000001mfU0AQ"}},"client":{"params":{}}}},"displaySequence":-1,"Id":"a3sDX00000006ViYAI","Name":"B2B Pricelist"},
{"messages":[],"actions":{"setpricelist":{"rest":{"params":{},"method":null,"link":null},
"remote":{"params":{"methodName":"updateCarts","inputFields":[{"devops001gs0__PriceListId__c":"a3sDX00000006VkYAI"}],
"cartId":"0Q0DX0000001mfU0AQ"}},"client":{"params":{}}}},"displaySequence":-1,"Id":"a3sDX00000006VkYAI","Name":"2020"}])