DriveWorks Pro 17: Create A New Price Book Entry In SalesForce [send feedback...]

Create A New Price Book Entry In SalesForce

This Specification Macro Task creates a New Price Book Entry in SalesForce.

Properties

Property NameDescription
TitleChanges the Title (not the name) of the Task.
ActiveCreate this as an active product (TRUE/FALSE).
Unit priceThis is the Unit Price of the product for this Price Book.
Product IDThis is the ID of the Product, as text.
Price Book IDThis is the ID of the Price Book, as text.
Standard Price Book IDThis is the ID of the Standard Price Book, as text.
Custom Data

Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required).

For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c.

For example:

DateAdded__c=value

Note - there are two underscores before the c.

Return ConstantThe name of the Constant that the new Account ID will be posted to.
For more information on permitted Entity Names (Standard Objects) and the Custom Data (Standard Fields) that are required, please see:

Salesforce SOAP API Developer Guide.

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
ActiveTRUETRUETRUE to add an active Product. FALSE will not be active.
Unit Price600600This is the Unit price for the Product you are adding to the specified Price Book.
Product IDProductIdReturn01t1t000000NN22AAGThis is the Product ID for the Product you want to add to the Price Book
Price Book IDPriceBookIdReturn01s1t000001LmVlAAKThis is the Price Book ID for the Price Book you wish to add the entry to.
Standard Price Book IDStandardPriceBookReturn01s1t000001LNYIAA4This is the ID of the Standard Price Book.
Custom Data"DateAdded__c="&Text(Date(),"yyy-mm-dd")DateAdded__c=2018/08/31

This will populate the custom field DateAdded with the Current date.

Custom field suffix

Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields.

Return Constant"DWConstantNewPriceBookEntryReport"DWConstantNewPriceBookEntryReportThis is the name of the Constant that will be reported to with the New Price Book Entry ID.

Using the Task in a Specification Macro

This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.

Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.

Status Outputs

This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.

The status output navigation is as follows:

Success

  • The entry was created in Salesforce.

Success with Warnings

  • N/A - should never be fulfilled.

Failed (one of the following occurred)

  • Connection with Salesforce could not be established (For example incorrect Salesforce username specified in SalesForceUsername field).
  • Task exited with error (For example incorrect field name specified in a property field).

Data Outputs

Record ID - the task will return the Record ID of the entity that has been created or updated.

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