Save Template

Creates a new Sales Configuration Template by cloning an existing Quote or Order.

Resource Information

Resource URL: /services/apexrest/<namespace>/v1/cpq/templates
HTTP Method: POST
Content-Type: application/json
Response Format: JSON

Request Body

Parameter	Type	Required	Description
cartId	String	Yes	The ID of the source Quote, Order, or Opportunity to save as a template.
templateName	String	Yes	The name for the new template.
description	String	No	A description of the template.
category	String	No	The category for the template (defaults to "General" if not provided).
asyncMode	Boolean	No	Set to true to run the clone operation asynchronously. Default value is false.
pricing	Boolean	No	Set to true to execute pricing on the cloned cart. Default value is false.
validation	Boolean	No	Set to true to execute validation on the cloned cart. Default value is false.

Example REST Request

{
  "cartId": "0Q0xx0000004CabCAE",
  "templateName": "Enterprise Fiber Bundle",
  "description": "Standard fiber bundle with router and installation for enterprise customers",
  "category": "Enterprise",
  "asyncMode": false,
  "pricing": false,
  "validation": false
}

Example REST Response

Success Response (200):

{
  "success": true,
  "errorCode": "INVOKE-200",
  "error": "OK",
  "result": {
    "messages": [],
    "records": [
      {
        "templateId": "a1Bxx0000004XyzDEF"
      }
    ]
  }
}

Success Response - Async Mode (200):

{
  "success": true,
  "errorCode": "INVOKE-200",
  "error": "OK",
  "result": {
    "messages": [],
    "records": [
      {
        "templateId": "a1Bxx0000004XyzDEF",
        "jobId": "7071T00000ABCDEFGH"
      }
    ]
  }
}