Initiate Downgrade (POST)

Move to a lower-tier or lower-value product. The change is tracked as a downgrade request with linked asset actions and quote or order line linkage for reporting and auditing. This API creates an amendment quote and order with downgrade-specific order actions and quote action subtypes.

After assetization, the original asset receives an asset action with business category as Downgrade (or equivalent). This step indicates that the downgrade-from product and the new asset is created with an asset action (downgraded to), with relationships between the two. This step also enables sales reps to process downgrades and makes sure that downgrades are auditable and reportable separately from cancellations and new sales.

Resource

1/revenue/transaction-management/assets/actions/downgrade

Resource Example

1https://{yourInstance}.salesforce.com/services/data/v68.0/revenue/transaction-management/assets/actions/downgrade

Available Version

66.0

HTTP Methods

POST

Request Body for POST

JSON Example

1{
2  "swapStartDate": "2025-12-01T00:00:00Z",
3  "outputRecordType": "Quote",
4  "swapGroups": {
5    "groups": [
6      {
7        "referenceId": "DOWNGRADE-001",
8        "outGroup": {
9          "swapAssets": [
10            {
11              "assetId": "02ixx0000004HOAAA2",
12              "quantity": 1
13            }
14          ]
15        },
16        "inGroup": {
17          "graphId": "downgradeRequest",
18          "records": [
19            {
20              "referenceId": "refQuoteLine0",
21              "record": {
22                "attributes": {
23                  "type": "QuoteLineItem",
24                  "method": "POST"
25                },
26                "Product2Id": "01txx0000006iVlAAI",
27                "PricebookEntryId": "01uxx0000008ym4AAA",
28                "UnitPrice": 1049,
29                "Quantity": "1",
30                "StartDate": "2022-09-22"
31              }
32            }
33          ]
34        }
35      }
36    ]
37  }
38}

Properties

Name	Type	Description	Required or Optional	Available Version
`contractId`	String	ID of the contract record to downgrade.	Optional	66.0
`opportunityId`	String	ID of the opportunity record to downgrade.	Optional	66.0
`outputRecordType`	String	Record type of the output for the downgrade.	Required	66.0
`swapGroups`	Swap Group[]	Groups that contain the asset details for the downgrade.	Required	66.0
`swapStartDate`	String	Amendment start date for the downgrade action.	Required	66.0

Response Body for POST

Initiate Downgrade Response

See Also

Salesforce Help: Swap, Upgrade, or Downgrade Assets