| AccountId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- ID of the account that’s associated with the
quote.
|
| AdditionalAddress |
- Type
- address
- Properties
- Filter, Nillable
- Description
- Compound form of the additional address. Read-only. See
Address Compound Fields for details on
compound address fields.
|
| AdditionalCity |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- City for the quote's additional address. Up to 40
characters allowed.
|
| AdditionalCountry |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Country for the quote's additional address. Up to 80
characters allowed.
|
| AdditionalCountryCode |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ISO country code for the quote’s additional
address.
|
| AdditionalLatitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with AdditionalLongitude to
specify the precise geolocation of an additional
address. Acceptable values are numbers between
–90 and 90 with up to 15 decimal places.
|
| AdditionalLongitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with AdditionalLatitude to
specify the precise geolocation of an additional
address. Acceptable values are numbers between
–180 and 180 with up to 15 decimal places.
|
| AdditionalName |
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- Name associated with the quote's additional address.
Limited: 255 characters.
|
| AdditionalPostalCode |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Postal Code for the quote's additional address.
|
| AdditionalState |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- State for the quote's additional address. Up to 80
characters allowed.
|
| AdditionalStateCode |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ISO state code for the quote’s additional
address.
|
| AdditionalStreet |
- Type
- textarea
- Properties
- Create, Filter, Nillable, Group, Sort, Update
- Description
- Street name for the quote's additional address.
|
| BillToContactId |
- Type
- reference
- Properties
- Create, Filter, Nillable, Group, Sort, Update
- Description
- ID of the contact that the order is billed to. This
field is available in API version 56.0 and later. This
field is available with Subscription Management.
|
| BillingAddress |
- Type
- address
- Properties
- Filter, Nillable
- Description
- Compound form of the billing address. Read-only. See
Address Compound Fields for details on
compound address fields.
|
| BillingCity |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- City for the quote's billing address. Up to 40
characters allowed.
|
| BillingCountry |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Country for the quote's billing address. Up to 80
characters allowed.
|
| BillingCountryCode |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ISO country code for the quote’s billing
address.
|
| BillingLatitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with BillingLongitude to
specify the precise geolocation of a billing address.
Acceptable values are numbers between –90 and 90
with up to 15 decimal places.
|
| BillingLongitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with BillingLatitude to
specify the precise geolocation of a billing address.
Acceptable values are numbers between –180 and
180 with up to 15 decimal places.
|
| BillingName |
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- Entity that the quote is billed to.
|
| BillingPostalCode |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Postal Code for the quote's billing address.
|
| BillingState |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- State for the quote's billing address. Up to 80
characters allowed.
|
| BillingStateCode |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ISO state code for the quote’s billing
address.
|
| BillingStreet |
- Type
- textarea
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Street name for the quote's billing address.
|
| CalculationStatus |
- Type
- picklist
- Properties
- Defaulted on create, Filter, Group, Nillable, Restricted
picklist, Sort
- Description
- Price calculations are performed by Salesforce. Tax
calculations are performed by a third-party tax provider
integration with Salesforce. Both of these calculations
are asynchronous, and you can use this field to see the
status of the asynchronous processes.
- This field is available with Subscription Management or
Revenue Cloud.
- Possible values are:
-
CompletedWithPricing—Indicates
that pricing is complete and tax will now be
calculated.
-
CompletedWithTax—Indicates that
pricing and tax calculation are complete.
-
CompletedWithoutPricing—Indicates
that pricing and tax calculation were
skipped.
-
ConfigurationFailed—Indicates
that configuration failed. Available in API
version 62.0
-
ConfigurationInProgress—Indicates
that the configuration is in progress. Available
in API version 62.0
-
GroupRampConfigurationFailed—Indicates
that the checks for group ramps have failed.
Available in API version 65.0 and later.
- NotStarted
-
PriceCalculationFailed—Indicates
that pricing failed. Available in API version 58.0
and later.
-
PriceCalculationInProgress—Available
in API version 58.0 and later.
-
PriceCalculationQueued—The
request is sent to the asynchronous price
calculation process, but the process hasn’t
started. Available in API version 58.0 and
later.
-
QuoteRequestFailed—Indicates that
the requested quote changes weren’t saved.
Available in API version 62.0
-
QuoteRequestPartiallySaved—Indicates
that the requested quote changes were partially
saved. Available in API version 62.0
-
ReconciliationFailed—Indicates
that the arrangement of quote data failed.
Available in API version 62.0
-
ReconciliationInProgress—Indicates
that the arrangement of data is in progress. For a
sales rep, this value appears as
Saving on the quote page.
Available in API version 62.0
-
SaveFailedOrIncomplete—Some or all of
the records couldn’t be saved. For example, some
of the quote line item records weren’t saved.
Available in API version 58.0 and later.
- Saving
- TaxCalculationFailed
- TaxCalculationInProcess
-
TaxCalculationSuccess—Available
in API versions 56.0 and 57.0
- TaxCalculationWaiting
- The default value is NotStarted.
|
| CanCreateQuoteLineItems |
- Type
- boolean
- Properties
- Create, Defaulted on create, Group
- Description
- This field isn’t used.
|
| ContactId |
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- ID of the contact that’s associated with the
quote.
|
| ContractId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the contract that’s associated with the
quote.
|
| CurrencyIsoCode |
- Type
- picklist
- Properties
- Defaulted on create, Filter, Restricted picklist
- Description
- Available only for organizations with the multicurrency
feature enabled. Contains the ISO code for any currency
allowed by the organization.
If the organization has
multicurrency and a
Pricebook2Id specified on the
quote, then the currency value of this field must
match the currency of the PricebookEntry objects
that are associated with any quote line items it
has.
This value is copied from the related
Opportunity and can't be changed.
|
| Description |
- Type
- textarea
- Properties
- Nillable
- Description
- Text description of the quote. Limit: 32,000
characters.
|
| Discount |
- Type
- percent
- Properties
- Filter, Nillable, Sort
- Description
- The difference between the QuoteLineItem record’s subtotal and its discounted total,
divided by the QuoteLineItem’s subtotal. Expressed as a
percentage.
|
| Email |
- Type
- email
- Properties
- Filter, Group, Nillable, Sort
- Description
- The email address of the contact who’s associated with
the quote.
|
| ExpirationDate |
- Type
- date
- Properties
- Create, Filter, Nillable, Update
- Description
- The date when this quote is no longer valid.
|
| Fax |
- Type
- phone
- Properties
- Create, Filter, Nillable, Update
- Description
- The fax number for the contact who’s associated with the
quote.
|
| GrandTotal |
- Type
- currency
- Properties
- Filter, Nillable
- Description
- The total price of the quote plus shipping and taxes.
The
GrandTotal is a
system-calculated summary field and is not directly
referenceable or usable in custom formula fields on the
Quote object. Attempts to do so result in an error
message. For example, "Error: Field GrandTotal does not
exist. Check spelling." To perform calculations based on
the total value of a quote, consider using a Roll-Up
Summary field from related Quote Line Items or
performing calculations directly on the QuoteLineItem
object.
|
| IsSyncing |
- Type
- boolean
- Properties
- Defaulted on create, Filter
- Description
- Indicates whether the quote is syncing with an
opportunity.
|
| LastReferencedDate |
- Type
- date
- Properties
- Filter, Nillable, Sort, Update
- Description
- The timestamp when the current user last accessed this
record, a record related to this record, or a list view.
|
| LastViewedDate |
- Type
- date
- Properties
- Filter, Nillable, Sort, Update
- Description
- The timestamp when the current user last viewed this
record or list view. If this value is null, the user
might have only accessed this record or list view but
not viewed it directly.
|
| LineItemCount |
- Type
- int
- Properties
- Filter, Nillable
- Description
- The number of line items on the quote.
|
| Name |
- Type
- string
- Properties
- Create, Filter, idLookup, Update
- Description
- Required. Name for the quote. Limit: 225
characters.
|
| OpportunityId |
- Type
- reference
- Properties
- Create, Filter
- Description
- ID for the opportunity associated with the quote.
|
| Phone |
- Type
- phone
- Properties
- Create, Filter, Nillable, Update
- Description
- The phone number of the contact who’s associated with
the quote.
|
| Pricebook2Id |
- Type
- reference
- Properties
- Create, Filter, Nillable, Update
- Description
- ID of the price book associated with the quote.
|
| QuoteAccountId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the account associated with the quote. This field
is available in API version 58.0 and later only when the
Create Quotes Without a Related
Opportunity setting on the Quotes
Settings page is enabled.
- This field is a relationship field.
- Relationship Name
- QuoteAccount
- Refers To
- Account
|
| QuoteNumber |
- Type
- string
- Properties
- Defaulted on create, Filter
- Description
- A system-generated number that identifies the
quote.
|
| QuoteToAddress |
- Type
- address
- Properties
- Filter, Nillable
- Description
- Compound form of the quote to address. Read-only. See
Address Compound Fields for details on
compound address fields.
|
| QuoteToCity |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- City for the address to send the quote to for approval,
such as a third party-agency representing a buyer. Up to
40 characters allowed.
|
| QuoteToCountry |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Country for the address to send the quote to for
approval. Up to 80 characters allowed.
|
| QuoteToLatitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with QuoteToLongitude to
specify the precise geolocation of a quote to address.
Acceptable values are numbers between –90 and 90
with up to 15 decimal places.
|
| QuoteToLongitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with QuoteToLatitude to
specify the precise geolocation of a quote to address.
Acceptable values are numbers between –180 and
180 with up to 15 decimal places.
|
| QuoteToName |
- Type
- string
- Properties
- Create, Filter, Nillable, Update
- Description
- The name of the entity (such as a person or business)
that the quote is sent to for approval. Limit: 255
characters.
|
| QuoteToPostalCode |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Postal code for the address to send the quote to for
approval.
|
| QuoteToState |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- State for the address to send the quote to for approval.
Up to 80 characters allowed.
|
| QuoteToStreet |
- Type
- textarea
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Street name for the address to send the quote to for
approval.
|
| RecordTypeID |
- Type
- reference
- Properties
- Create, Filter, Nillable, Update
- Description
- ID of the record type assigned to the object.
|
| RelatedWorkId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
- Relationship field that’s visible only if Field Service and Quotes are enabled in the
Salesforce org. This field refers to the work order that
the quote is created from. When a mobile worker creates
a quote using the New Quote action in the Field Service
mobile app, this field is automatically populated. This
field is used in the related list that shows all of the
quotes related to the work order.
|
| ShippingAddress |
- Type
- address
- Properties
- Filter, Nillable
- Description
- Compound form of the shipping address. Read-only. See
Address Compound Fields for details on
compound address fields.
|
| ShippingCity |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- City for the quote's shipping address. Up to 40
characters allowed.
|
| ShippingCountry |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Country for the quote's shipping address. Up to 80
characters allowed.
|
| ShippingCountryCode |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ISO country code for the quote’s shipping
address.
|
| ShippingHandling |
- Type
- currency
- Properties
- Create, Filter, Nillable, Update
- Description
- The total shipping and handling costs for the
quote.
|
| ShippingLatitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with ShippingLongitude to
specify the precise geolocation of a shipping address.
Acceptable values are numbers between –90 and 90
with up to 15 decimal places.
|
| ShippingLongitude |
- Type
- double
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Used with ShippingLatitude to
specify the precise geolocation of an address.
Acceptable values are numbers between –180 and
180 with up to 15 decimal places.
|
| ShippingName |
- Type
- string
- Properties
- Create, Filter, Nillable, Update
- Description
- The name of the entity (such as a person or business)
that the quote is sent to for approval.
|
| ShippingPostalCode |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Postal code for the quote's shipping address.
|
| ShippingState |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- State for the quote's shipping address. Up to 80
characters allowed.
|
| ShippingStateCode |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ISO state code for the quote’s shipping
address.
|
| ShippingStreet |
- Type
- textarea
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Street name for the quote's shipping address.
|
| Status |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Nillable,
Update
- Description
-
The status of the quote. The standard options are:
- —None—
- Draft
- Needs Review
- In Review
- Approved
- Rejected
- Presented
- Accepted
- Denied
|
| Subtotal |
- Type
- currency
- Properties
- Filter, Nillable
- Description
- The sum of sales price multiplied by quantity for line
items, not including the discount.
|
| Tax |
- Type
- currency
- Properties
- Create, Filter, Nillable, Update
- Description
- The total taxes for the quote.
|
| TotalPrice |
- Type
- currency
- Properties
- Filter, Nillable
- Description
- The total of the quote line items after discounts and
before taxes and shipping.
|
| TotalPriceWithTax |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The sum of TotalPrice and
TotalTaxAmount. This field is
available in API version 55.0 and later. This field is
available if Subscription Management is enabled in your
org.
|
| TotalTaxAmount |
- Type
- currency
- Properties
- Filter, Nillable, Sort
- Description
- The total amount of all taxes. This field is available
in API version 55.0 and later. This field is available
if Subscription Management is enabled in your org.
- This field is a calculated field.
|
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