Use this action to replace an existing offer in a cart containing a single valid offer
with a corresponding single offer. The existing offer is disconnected and a new offer is added to
the cart. Offers are modeled as products in Salesforce. For example, your existing customer wants
to upgrade their limited phone plan to a new plan with unlimited data, text, and talk. As a sales
rep, you want to ensure that their existing phone service isn't interrupted and their phone number
remains the same. With this action, you can move this customer to an unlimited plan, guaranteeing
the continuity of service and retaining the same mobile number and email address.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer
Editions |
Industries CPQ API Used to Invoke Replace Offer in Cart Invocable Action
- getCartsTargetOffers
- replaceOffers
Input Values
| Parameter |
description |
data type |
|---|
| cartId |
The ID of the quote or order record where you want to replace the offer. |
String |
| offerId |
The ID of the target product that you want to upgrade. |
String |
| validate |
Optional. A Boolean value that indicates whether to validate the configuration of the
line item before replacing the line item. The default value is
true.
|
Boolean |
| price |
Optional. A Boolean value that indicates whether to recalculate the price based on a
new offer. The default value is true. |
Boolean |
Output Values
| Parameter |
description |
data type |
|---|
| output |
A JSON string that includes the details of the replace offer action. |
String |
| error |
An error that's encountered during the execution of the action. |
String |
Example
JSON Request
{
"CartId":"801Dn000000vRGGIA2",
"Targetofferid": "01uDn000001AfECIA0"
}
JSON Response Body
{
"messages": [
{
"message": "Replacement applied successfully",
"severity": "INFO",
"code": "830"
}
]
}
