--- schema_version: "1" id: 35f90b2a323714b31de8b882d6405922fa20c71ab8e788b6c4383884e88df1ea title: APIs for Enterprise Sales Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_apis_for_enterprise_sales_management_64311.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_apis_for_enterprise_sales_management_64311.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 0ec7c0c9a124a4750665f9256d8ee4c017fd1e2b3e323186285f3c190a7ea582 description: You can use the Enterprise Sales Management APIs to create and manage enterprise quotes by calling corresponding Integration Procedures. products: - Communications release: "264" --- # APIs for Enterprise Sales Management You can use the Enterprise Sales Management APIs to create and manage enterprise quotes by calling corresponding Integration Procedures. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_tip.png) Tip Salesforce recommends using the Enterprise Sales Management [SDK for Enterprise Sales Management](https://help.salesforce.com/s/articleView?id=ind.comms_t_sdk_for_enterprise_sales_management_65685.htm&release=264.0.0&type=5 "The Enterprise Sales Management Software Development Toolkit (SDK) is a JavaScript library that abstracts and simplifies the use of Enterprise Sales Management, Cart-Based, and Digital Commerce APIs.") and [Lightning Web Components for Enterprise Sales Management](https://help.salesforce.com/s/articleView?id=ind.comms_t_lightning_web_components_for_enterprise_salesmanagement_65423.htm&release=264.0.0&type=5 "Enterprise Sales Management Lightning web components (LWCs) supplement Vlocity Lightning Web Components by incorporating calls to the Enterprise Sales Management SDK, which makes calls to Enterprise Sales Management APIs, Cart-Based APIs, Digital Commerce cacheable APIs, and Integration Procedures.") to call these APIs instead of calling them directly. The SDK and LWCs improve usability and help you develop compelling UIs by hiding complex API semantics. You can use this Integration Procedure API information to better understand Enterprise Sales Management business processes. ## Posting Data to an Integration Procedure To post JSON data to a Enterprise Sales Management Integration Procedure, issue a POST call using a URL formatted as follows: ``` /services/apexrest/vlocity_cmt/v1/integrationprocedure/{type}_{subtype}/ ``` Specify the type and subtype of the Integration Procedure, which can be found in its Integration Procedure details page. To pass input data in a POST call, you can specify a JSON request body. In the following example POST, the getAll\_members Integration Procedure retrieves all quote members for a given quote ID. ``` POST /services/apexrest/vlocity_cmt/v1/integrationprocedure/getAll_members/ ``` Example POST JSON Data: ``` { "SalesQuoteId": "0Q03h000000TuXGCA0" } ``` Example Result: ``` { "Members": [{ "Id": "a5X5w000002KqC9EAK", "QuoteId__c": "0Q05w000001sayRCAQ", "Title__c": "VP", "Address1__c": "Suite 415", "Name": "Mary Sommer", "MemberType__c": "Location", "StreetAddress__c": "123 Main St", "State__c": "CA", "PostalCode__c": "94102", "MSISDN__c": "1234564567", "LastName__c": "Sommer", "FirstName__c": "Mary", "Email__c": "msommer@test.com", "Country__c": "USA", "City__c": "San Francisco" }, { "UpsertSuccess": true, "Id": "a5X5w000002KqCAEA0", "QuoteId__c": "0Q05w000001sayRCAQ", "Title__c": "EVP", "Address1__c": "Suite 415", "Name": "Tom Hanks", "MemberType__c": "Subscriber", "StreetAddress__c": "1480 SantaClara St", "State__c": "CA", "PostalCode__c": "95050", "MSISDN__c": "123456489", "LastName__c": "Hanks", "FirstName__c": "Tom", "Email__c": "thanks@test.com", "Country__c": "USA", "City__c": "Santa Clara" } ] } ``` ## Enterprise Sales Management API Descriptions Use the API name to POST data to the corresponding Integration Procedure. For the ESM\_checkServiceQualification and ESM\_checkAddressValidation APIs, see [Add API Endpoint to Remote Site Settings](https://help.salesforce.com/s/articleView?id=ind.comms_t_add_api_endpoint_to_remote_site_settings_64690.htm&release=264.0.0&type=5 "For ESM_checkServiceQualification API and ESM_checkAddressValidation API, you must add the base URL of your TMF API endpoint to remote site settings."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png) Note Some components have been renamed to align with the naming conventions of OmniStudio Standard Runtime, to provide support for it. For more information, download [this PDF.](https://resources.docs.salesforce.com/rel1/doc/en-us/static/misc/ESM_Renamed_Components_to_Support_OmniStudio_Standard_Runtime.pdf)

API

Description

Corresponding Integration Procedure

AddMem_ToQG API

Add members to a quote group.

AddMembersToQGroup

AddQMQGToWC_CopyToEQ API

Add members and a quote group to the working cart and copy it to the enterprise quote.

AddQMQGToWCQLIsCopyToEQ

AddQMQGToWC_CopyToEQBatch API

Trigger a batch process to migrate and clone products from the working cart to the enterprise quote.

AddQMQGToWCQLIsCopyToEQBatch

b2bExpress_AddProductToCart API

Add a product to a working cart.

b2bExpress_AddProductToCart

b2bExpress_assetConfigData API

Store the information that is displayed on the assets page.

getAssetConfigData

b2bExpress_CreateSubOrder API

Create sub-orders for a given quote member. This API returns the record ID of the sub-order created.

CreateSubOrder

b2bExpress_DeleteMembers API

Delete members for a given quote member.

RemoveMembers

b2bExpress_getAssetsFromAccount API

Get child assets for a given account ID, root asset ID, and page size.

getAssetsFromAccount

b2bExpress_SalesOrder API

Create orders for the given quote ID and account ID. This API returns the principal order ID.

SalesOrder

b2bExpress_SubmitSubOrder API

Submit an order.

SubmitSubOrder

b2bExpress_SubmitSubOrders API

Submit all sub-orders.

SubmitSubOrders

b2bExpress_SubOrders API

Create sub-orders for a given quote member.

SubOrders

b2bExpress_TemplateConfigData API

Fetch Vlocity Document Template details for a given configuration.

B2BExpress_TemplateConfigData

b2bExpress_UpdateQtyPrice API

Update quantity and reprice order items that belong to a specific group.

UpdateQtyPrice

b2bExpress_updateQuantityAndReprice API

Update quantity and perform repricing for a given quote ID and quantity.

UpdateQuantityAndRepriceCart

CloneEQLIsToWC_PriceCopyBackToEQ API

Clone enterprise quote line items (QLIs) to working cart, apply pricing, and copy back to the enterprise quote.

CloneEQLIsToWCPriceCopyEQLIs

CloneModifyTo_SalesQLIs API

Clone modified working cart quote line items (QLIs) to sales QLIs and delete the working cart.

CloneModifyWorkingCartToSalesQLIs

CloneModifyTo_SalesQLIsWQPR API

Clone the modified working cart quote line items (QLIs) to sales QLIs, delete the working cart, and update the Quote Product Rollup object.

CloneModifyWCToSalesQLIs

CloneSalesQLIs_ToGCartQLIs API

Clone sales quote line items (QLIs) to working cart QLIs.

CloneSalesQuoteToWorkingCart

CloneSalesQToWC_Discounts API

Clone sales quote line items (QLIs) to working cart QLIs with discounts and adjustments.

CloneSalesQToWCWDiscounts

CloneTo_SalesQLIs API

Clone the working cart quote line items (QLIs) to sales QLIs.

CloneWorkingCartToSalesQLIs

create_NewGroupAssignMembers API

Create a group and assign members to it in a single call.

CreateGroup&AssignMembers

create_WorkingCart API

Create a working cart quote based on a sales quote.

CreateWorkingCartQuote

ESM_checkAddressValidation API

Validate the addresses selected with the valid addresses provided by TMF API.

ESM_checkAddressValidation

ESM_checkServiceQualification API

Check service qualification for specific locations using TMF API.

ESM_checkServiceQualification

ESM_CreateSubOrderForNonMembers API

Create a sub-order for line items without any members or groups using ESM CreateOrder API.

ESM_CreateSubOrderForNonMembers

ESM_CreateSubOrdersInBatch

Create multiple sub-orders in a single call. Too many inputs may exceed governor limits.

CreateSubOrdersInBatch

ESM_CustomViewSetup API

Store information about the custom views created for the Summary page.

ESM_CustomViewSetup

ESM_DelinkRelatedItemFromCart API

Delink a related quote item (product) from another item of the same quote (from QuoteLineItemRelationship Sobject).

ESM_DelinkRelatedItemFromCart

ESM_EvaluateFormula API

Evaluate an expression.

ESM_EvaluateFormula

ESM_getCartItemsByView API

Retrieve quote line items for a given quote ID and display option.

ESM_getCartItemsByView

ESM_getRelatedProducts API

Fetches the related Products QLI from a quote for a particular product relationship.

ESM_getRelatedProducts

ESM_LinkProducts API

Saves QLI product relationship.

ESM_LinkProducts

ESM_SearchOrCreateServiceAccount

Search for an existing service account or create a new service account if it doesn’t exist.

SearchOrCreateServiceAccount

ESM_UpdateQuoteLineItems API

Update a quote line item and its related child items with the given set of fields and values.

ESM_UpdateQuoteLineItems

ESM_validateRecords API

Validate quote line items.

ESM_validateRecords

getAll_members API

Get all quote members for a given quote ID.

GetAllMembers

getAll_QuoteGroup API

Get all custom quote groups for a sales quote.

GetAllQGroupForSQ

getMACDPriceDelta

Get the difference of the recurring price before and after MACD operation.

Not Applicable

getDiscountedQLICount

Get the QLI count for the given QuoteAppliedPromotionItem.

Not Applicable

member_upload API

Upload a CSV file with new subscribers or locations.

UploadMembers

QMgetFields_WFieldLabel API

Get the field set with fields and labels for the quote members.

QuoteMemberGetFields

Remove_QuoteGroup API

Remove the quote group from the enterprise quote.

RemoveQuoteGroup

removeQM_FromQuoteGroup API

Remove a quote member record from the quote group.

RemoveQMFromQuoteGroup

UpdateCloneModify_SalesQLIsWQPR API

Updates, clones, or modifies the quote line items for a given cart ID, group ID, quote member ID, or quote ID.

UpdateMemberIdForWC

update_QGroupName API

Update the name of the quote group.

UpdateQuoteGroupName
- **[Add API Endpoint to Remote Site Settings](https://help.salesforce.com/s/articleView?id=ind.comms_t_add_api_endpoint_to_remote_site_settings_64690.htm&release=264.0.0&type=5)** For ESM\_checkServiceQualification API and ESM\_checkAddressValidation API, you must add the base URL of your TMF API endpoint to remote site settings. - **[AddMem\_ToQG API](https://help.salesforce.com/s/articleView?id=ind.comms_t_addmem_toqg_api_64718.htm&release=264.0.0&type=5)** Add members to a quote group. - **[AddQMQGToWC\_CopyToEQ API](https://help.salesforce.com/s/articleView?id=ind.comms_t_addqmqgtowc_copytoeq_api_64734.htm&release=264.0.0&type=5)** Add members and a quote group to the working cart and copy it to the enterprise quote. - **[AddQMQGToWC\_CopyToEQBatch API](https://help.salesforce.com/s/articleView?id=ind.comms_t_addqmqgtowc_copytoeqbatch_api_64750.htm&release=264.0.0&type=5)** Trigger a batch process to migrate and clone products from the working cart to the enterprise quote. - **[b2bExpress\_AddProductToCart API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_addproducttocart_api_64765.htm&release=264.0.0&type=5)** Add a product to a working cart. - **[b2bExpress\_assetConfigData API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_assetconfigdata_api_64780.htm&release=264.0.0&type=5)** Store the information that is displayed on the assets page. - **[b2bExpress\_CreateSubOrder API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_createsuborder_api_64796.htm&release=264.0.0&type=5)** Create sub-orders for a given quote member. This API returns the record ID of the sub-order created. - **[b2bExpress\_DeleteMembers API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_deletemembers_api_64811.htm&release=264.0.0&type=5)** Delete members for a given quote member. - **[b2bExpress\_getAssetsFromAccount API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_getassetsfromaccount_api_64826.htm&release=264.0.0&type=5)** Get child assets for a given account ID, root asset ID, and page size. - **[b2bExpress\_SalesOrder API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_salesorder_api_64842.htm&release=264.0.0&type=5)** Create orders for the given quote ID and account ID. This API returns the principal order ID. - **[b2bExpress\_SubmitSubOrder API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_submitsuborder_api_64857.htm&release=264.0.0&type=5)** Submit an order. - **[b2bExpress\_SubmitSubOrders API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_submitsuborders_api_64873.htm&release=264.0.0&type=5)** Submit all sub-orders. - **[b2bExpress\_SubOrders API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_suborders_api_64889.htm&release=264.0.0&type=5)** Create sub-orders for a given quote member. - **[b2bExpress\_TemplateConfigData API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_templateconfigdata_api_64904.htm&release=264.0.0&type=5)** Fetch Vlocity Document Template details for a given configuration. - **[b2bExpress\_UpdateQtyPrice API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_updateqtyprice_api_64919.htm&release=264.0.0&type=5)** Update quantity and reprice order items that belong to a specific group. - **[b2bExpress\_updateQuantityAndReprice API](https://help.salesforce.com/s/articleView?id=ind.comms_t_b2bexpress_updatequantityandreprice_api_64934.htm&release=264.0.0&type=5)** Update quantity and perform repricing for a given quote ID and quantity. - **[CloneEQLIsToWC\_PriceCopyBackToEQ API](https://help.salesforce.com/s/articleView?id=ind.comms_t_cloneeqlistowc_pricecopybacktoeq_api_64949.htm&release=264.0.0&type=5)** Clone enterprise quote line items (QLIs) to working cart, apply pricing, and copy back to the enterprise quote. - **[CloneModifyTo\_SalesQLIs API](https://help.salesforce.com/s/articleView?id=ind.comms_t_clonemodifyto_salesqlis_api_64965.htm&release=264.0.0&type=5)** Clone modified working cart quote line items (QLIs) to sales QLIs and delete the working cart. - **[CloneModifyTo\_SalesQLIsWQPR API](https://help.salesforce.com/s/articleView?id=ind.comms_t_clonemodifyto_salesqliswqpr_api_64981.htm&release=264.0.0&type=5)** Clone the modified working cart quote line items (QLIs) to sales QLIs, delete the working cart, and update the Quote Product Rollup object. - **[CloneSalesQLIs\_ToGCartQLIs API](https://help.salesforce.com/s/articleView?id=ind.comms_t_clonesalesqlis_togcartqlis_api_64997.htm&release=264.0.0&type=5)** Clone sales quote line items (QLIs) to working cart QLIs. - **[CloneSalesQToWC\_Discounts API](https://help.salesforce.com/s/articleView?id=ind.comms_t_clonesalesqtowc_discounts_api_65013.htm&release=264.0.0&type=5)** Clone sales quote line items (QLIs) to working cart QLIs with discounts and adjustments. - **[CloneTo\_SalesQLIs API](https://help.salesforce.com/s/articleView?id=ind.comms_t_cloneto_salesqlis_api_65029.htm&release=264.0.0&type=5)** Clone the working cart quote line items (QLIs) to sales QLIs. - **[create\_NewGroupAssignMembers API](https://help.salesforce.com/s/articleView?id=ind.comms_t_create_newgroupassignmembers_api_65045.htm&release=264.0.0&type=5)** Create a group and assign members to it in a single call. - **[create\_WorkingCart API](https://help.salesforce.com/s/articleView?id=ind.comms_t_create_workingcart_api_65060.htm&release=264.0.0&type=5)** Create a working cart quote based on a sales quote. - **[ESM\_checkAddressValidation API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_checkaddressvalidation_api_65076.htm&release=264.0.0&type=5)** Validate the addresses selected with the valid addresses provided by TMF API. - **[ESM\_checkServiceQualification API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_checkservicequalification_api_65091.htm&release=264.0.0&type=5)** Check service qualification for specific locations using TMF API. - **[ESM\_CreateSubOrderForNonMembers API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_createsuborderfornonmembers_api_65106.htm&release=264.0.0&type=5)** Create a sub-order for line items without any members or groups using ESM CreateOrder API. - **[ESM\_CreateSubOrdersInBatch API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_createsubordersinbatch_api.htm&release=264.0.0&type=5)** Efficiently create multiple sub-orders in a single call. To prevent hitting governor limits, monitor the number of inputs included in the batch. - **[ESM\_CustomViewSetup API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_customviewsetup_api_65121.htm&release=264.0.0&type=5)** Store information about the custom views created for the Summary page. - **[ESM\_DelinkRelatedItemFromCart API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_delinkrelateditemfromcart_api_65151.htm&release=264.0.0&type=5)** Delink a related quote item (product) from another item of the same quote (from QuoteLineItemRelationship Sobject). - **[ESM\_EvaluateFormula API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_evaluateformula_api_65166.htm&release=264.0.0&type=5)** Evaluate an expression. - **[ESM\_getCartItemsByView API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_getcartitemsbyview_api_65181.htm&release=264.0.0&type=5)** Retrieve quote line items for a given Quote ID as per the option selected in the **Displaying** list. - **[ESM\_getRelatedProducts API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_getrelatedproducts_api_65197.htm&release=264.0.0&type=5)** Fetches the related Products QLI from a quote for a particular product relationship. - **[ESM\_LinkProducts API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_linkproducts_api_65212.htm&release=264.0.0&type=5)** Saves QLI product relationship. - **[ESM\_SearchOrCreateServiceAccount API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_searchorcreateserviceaccount_api.htm&release=264.0.0&type=5)** Search for an existing service account or create a new service account if it doesn’t exist. - **[ESM\_UpdateQuoteLineItems API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_updatequotelineitems_api_65227.htm&release=264.0.0&type=5)** Update a quote line item and its related child items with the given set of fields and values. - **[ESM\_validateRecords API](https://help.salesforce.com/s/articleView?id=ind.comms_t_esm_validaterecords_api_65242.htm&release=264.0.0&type=5)** Validate quote line items. - **[getAll\_members API](https://help.salesforce.com/s/articleView?id=ind.comms_t_getall_members_api_65258.htm&release=264.0.0&type=5)** Get all quote members for a given quote ID. - **[getAll\_QuoteGroup API](https://help.salesforce.com/s/articleView?id=ind.comms_t_getall_quotegroup_api_65273.htm&release=264.0.0&type=5)** Get all custom quote groups for a sales quote. - **[getDiscountedQLICount API](https://help.salesforce.com/s/articleView?id=ind.comms_t_getdiscountedqlicount_api.htm&release=264.0.0&type=5)** Get the count of quote line items for a specific QuoteAppliedPromotionItem. - **[getMACDPriceDelta API](https://help.salesforce.com/s/articleView?id=ind.comms_t_getmacdpricedelta_api.htm&release=264.0.0&type=5)** Get the difference in the recurring price before and after the MACD operation. - **[member\_upload API](https://help.salesforce.com/s/articleView?id=ind.comms_t_member_upload_api_65289.htm&release=264.0.0&type=5)** Upload a CSV file with new subscribers or locations. - **[QMgetFields\_WFieldLabel API](https://help.salesforce.com/s/articleView?id=ind.comms_t_qmgetfields_wfieldlabel_api_65308.htm&release=264.0.0&type=5)** Get the field set with fields and labels for the quote members. - **[Remove\_QuoteGroup API](https://help.salesforce.com/s/articleView?id=ind.comms_t_remove_quotegroup_api_65324.htm&release=264.0.0&type=5)** Remove the quote group from the enterprise quote. - **[removeQM\_FromQuoteGroup API](https://help.salesforce.com/s/articleView?id=ind.comms_t_removeqm_fromquotegroup_api_65340.htm&release=264.0.0&type=5)** Remove a quote member record from the quote group. - **[UpdateCloneModify\_SalesQLIsWQPR API](https://help.salesforce.com/s/articleView?id=ind.comms_t_updateclonemodify_salesqliswqpr_api_65356.htm&release=264.0.0&type=5)** Updates, clones, or modifies the quote line items for a given cart ID, group ID, quote member ID, or quote ID. - **[update\_QGroupName API](https://help.salesforce.com/s/articleView?id=ind.comms_t_update_qgroupname_api_65372.htm&release=264.0.0&type=5)** Update the name of the quote group.