QuoteAction

Indicates the type of sales transaction that’s being quoted; for example, a renewal sale.

If a quote doesn’t have a quote action, Salesforce treats it as a quote of the Add type. When such a quote is used to create an order, Salesforce automatically creates an order action of the Add type.

Introduced in API version 58.0.

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

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name given to the quote action.

  • 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: masterdetail

  • Refers to: Quote

  • 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: relationship

  • Refers to: Asset

  • Type: picklist

  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update

  • Introduced: API version 64.0

  • Description:

    The subtype of the action on the quote line item.

    This field is available with Revenue Cloud in API version 64.0 and later.

  • Possible values:

    • DowngradeFrom — DowngradeFrom — Available in API version 66.0 and later.
    • DowngradeTo — DowngradeTo — Available in API version 66.0 and later.
    • FieldAmendment — FieldAmendment
    • Rollback — Rollback
    • StartDateAdjustment — StartDateAdjustment
    • SwapIn — SwapIn — Available in API version 66.0 and later.
    • SwapOut — SwapOut — Available in API version 66.0 and later.
    • TransferFrom — TransferFrom
    • TransferTo — TransferTo
    • UpgradeFrom — UpgradeFrom — Available in API version 66.0 and later.
    • UpgradeTo — UpgradeTo — Available in API version 66.0 and later.
  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The type of sales transaction that the related quote is for.
  • Possible values:
    • Add — Add
    • Amend — Amend
    • Association — Association — Available in API version 66.0 and later.
    • Cancel — Cancel
    • No Change — No Change
    • Renew — Renew
    • Transfer — Transfer — Available with Revenue Cloud in API version 65.0 and later.

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version.