Create a New Quote in Salesforce (DriveWorks Documentation)

Create a New Quote in Salesforce

This Specification Flow Task creates a New Quote in Salesforce.

Create a New Quote in Salesforce Properties

Property Name	Description
Title	Changes the Title (not the name) of the task.
Quote Name	The name to be given to the quote (Required).
Description	This is the description of the quote, as text (Required).
Opportunity id	This 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 Constant	The 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 Name	Example Rule	Example Result	Meaning
Quote Name	DWSpecificationID	1372	The Name of the Quote.
Description	DWVariableQuoteDescription	"Quote for DriveWorks Ltd."	The Description for the Quote
Opportunity Id	"0061t00000Fz0WUAAZ"	0061t00000Fz0WUAAZ	The 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 Constant	DWConstantNewQuote	DWConstantNewQuote	The 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.

DriveWorks Pro 22 Create a New Quote in Salesforce