---
schema_version: "1"
id: e59e59d95796105efa0435ba93375fb6c36e48ca92582c8c10e58b2978099c10
title: QuoteAction
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/object_reference/sforce_api_objects_quoteaction.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quoteaction.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: dbffb703acd1089a971c8bc55c2dc44b600b7fc0177a957b85f23584f9d2e3ec
description: Indicates the type of sales transaction that’s being quoted; for example, a renewal sale. This object is available in API version 59.0 and later.
---
# QuoteAction

Indicates the type of sales transaction that’s being quoted; for example, a renewal sale. This object is available in API version 59.0 and later.

If a quote doesn't have a quote action, Salesforce treats it as a quote of the Add type. When such a quote is used to create an order, Salesforce automatically creates an order action of the Add type.

## Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

## Special Access Rules

This object is available in orgs with Revenue Cloud. It’s also available in Industries Automotive and Industries Field Service.

## Fields

| Field | Details |
| --- | --- |
| CurrencyIsoCode | 
Type

picklist

Properties

Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description

ISO code of the currency. Use only one of the valid alphabetic, three-letter currency ISO codes defined by the ISO 4217 standard, such as USD, GBP, or JPY. Must be unique within your organization. Label is **Currency ISO Code**.

The default value is USD.

See [Supported Currencies (ICU)](https://help.salesforce.com/s/articleView?id=xcloud.admin_supported_currencies.htm&type=5&language=en_US "HTML (New Window)") for a list of currency codes Salesforce supports. This field is available in Revenue Cloud in API version 66.0 and later.



 |
| LastReferencedDate | 

Type

dateTime

Properties

Filter, Nillable, Sort

Description

The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.



 |
| LastViewedDate | 

Type

dateTime

Properties

Filter, Nillable, Sort

Description

The timestamp when the current user last viewed this record or list view. If this value is null, the user accessed this record or list view indirectly, but didn’t view it.



 |
| Name | 

Type

string

Properties

Autonumber, Defaulted on create, Filter, idLookup, Sort

Description

The name given to the quote action.



 |
| QuoteId | 

Type

reference

Properties

Create, Filter, Group, Sort

Description

The quote related to this quote action.

This field is a relationship field.

Relationship Name

Quote

Relationship Type

Lookup

Refers To

Quote



 |
| SourceAssetId | 

Type

reference

Properties

Create, Filter, Group, Nillable, Sort, Update

Description

The asset changed by this sales transaction. For example, if the quote action is a quantity amendment, this field contains the ID of the asset that’s amended.

This field is a relationship field.

Relationship Name

SourceAsset

Relationship Type

Lookup

Refers To

Asset



 |
| Subtype | 

Type

picklist

Properties

Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description

The subtype of the action on the quote line item.

Valid values are:

- DowngradeFrom—Available in API version 66.0 and later.
- DowngradeTo—Available in API version 66.0 and later.
- FieldAmendment
- Rollback
- StartDateAdjustment
- SwapIn—Available in API version 66.0 and later.
- SwapOut—Available in API version 66.0 and later.
- TransferFrom
- TransferTo
- UpgradeFrom—Available in API version 66.0 and later.
- UpgradeTo—Available in API version 66.0 and later.

This field is available with Revenue Cloud in API version 64.0 and later.



 |
| Type | 

Type

picklist

Properties

Create, Filter, Group, Restricted picklist, Sort

Description

The type of sales transaction that the related quote is for.

Valid values are:

- Add
- Amend
- Association—Available in API version 66.0 and later.
- Cancel
- No Change
- Renew
- Transfer—Available with Revenue Cloud in API version 65.0 and later.





 |