DriveWorks Pro 16: Create a New Opportunity Line Item in Salesforce [send feedback...]

Create A New Opportunity Line Item In SalesForce

This Specification Macro Task creates a New Opportunity in SalesForce.

Properties

Property NameDescription
TitleChanges the Title (not the name) of the Task.
Sales PriceThis is the Sales Price of the Product.
List PriceThis is the List Price of the Product.
DescriptionThis is the Description of the Line Item, as text.
Opportunity IdThis is the ID of the opportunity, as text.
Price Book Entry IDThis is the id of the price book entry, as text.
QuantityThis is the quantity of this line item for the opportunity.
Custom DataData for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2. (Optional).
Return ConstantThe name of the Constant that the new Account ID will be posted to.

Example

When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.

Property NameExample RuleExample ResultMeaning
Sales Price
List Price
Description
Opportunity ID
Price Book Entry ID
Quantity
Custom Data
Return Constant

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