QuoteAction

Indicates the type of sales transaction that’s being quoted; for example, a renewal sale. This object is available in API version 59.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

This object is available in orgs with Subscription Management or Revenue Cloud. It’s also available in Industries Automotive and Industries Field Service.

Fields

Field Details
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed this record or list view. If this value is null, the user accessed this record or list view indirectly, but didn’t view it.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name given to the quote action.
QuoteId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The quote related to this quote action.
This field is a relationship field.
Relationship Name
Quote
Relationship Type
Lookup
Refers To
Quote
SourceAssetId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The asset changed by this sales transaction. For example, if the quote action is a quantity amendment, this field contains the ID of the asset that’s amended.
This field is a relationship field.
Relationship Name
SourceAsset
Relationship Type
Lookup
Refers To
Asset
Type
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort
Description
The type of sales transaction that the related quote is for.
Valid values are:
  • Add
  • Amend
  • Cancel
  • No Change
  • Renew