DriveWorks Pro 17: Create a New Quote in Salesforce [send feedback...]

Create a New Quote in Salesforce

This Specification Flow Task creates a New Quote in Salesforce.

Create a New Quote in Salesforce Properties

Property NameDescription
TitleChanges the Title (not the name) of the task.
Quote NameThe name to be given to the quote (Required).
DescriptionThis is the description of the quote, as text (Required).
Opportunity idThis is the id of the opportunity, as text (Required).
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 Opportunity 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
Quote NameDWSpecificationID1372The Name of the Quote.
DescriptionDWVariableQuoteDescription"Quote for DriveWorks Ltd."The Description for the Quote
Opportunity Id"0061t00000Fz0WUAAZ"0061t00000Fz0WUAAZThe Opportunity ID.
Custom Data"DateAdded__c="&Text(Date(),"yyy-mm-dd")DateAdded__c=2019/09/31

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 ConstantDWConstantNewQuoteDWConstantNewQuoteThe Opportunity ID will be reported to this constant

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 quote was created in Salesforce.

Success with Warnings

  • N/A - should never be fulfilled.

Failed (one of the following occurred)

  • The Quote Name field cannot be empty.
  • 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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