Share Quote Based on Account Action
Synchronizes Quote sharing with Account sharing by querying AccountShare records for the specified Quote account ID and upserting the corresponding QuoteShare records.
This action is available in API version 68.0 and later.
This action only modifies records where the RowCause is set to LSC4CEAutoShare. It is designed for use in record-triggered flows (after save) and scheduled batch jobs for bulk processing.
Supported REST HTTP Methods
URI : /services/data/vXX.X/actions/standard/shareQuoteBasedOnAccount
Where XX.X is the latest API version.
Formats : JSON, XML
HTTP Methods : POST
Authentication : Authorization: Bearer TOKEN
Where TOKEN is your OAuth access token.
Inputs
Input Type Description recordIdString Required ID of the Quote record to be shared. accessLevelString Required Level of access granted for the shared Quote. Valid values are Edit and Read.
Outputs
Output Type Description shareRecordsCreatedInteger Number of Quote share records created based on the account sharing information. shareRecordsUpdatedInteger Number of Quote share records updated based on the account sharing information. shareRecordsDeletedInteger Number of Quote share records deleted based on the account sharing information. isSuccessBoolean Indicates whether the Quote sharing operation completed successfully (true) or not (false).
Example
Sample Request
1 {
2 "inputs": [
3 {
4 "recordId": "0Q0xx0000004C92GAE",
5 "accessLevel": "Read"
6 }
7 ]
8 }
Sample Response
1 [
2 {
3 "actionName": "shareQuoteBasedOnAccount",
4 "errors": null,
5 "isSuccess": true,
6 "outputValues": {
7 "shareRecordsCreated": 2,
8 "shareRecordsUpdated": 0,
9 "shareRecordsDeleted": 0,
10 "isSuccess": true
11 }
12 }
13 ]