Services Estimator – Salesforce RLM Connector API Developer Reference

serlm.SyncEstimateAndQuoteService

global with sharing class SyncEstimateAndQuoteService

A service that provides functionality related to adding details from estimates to their related quotes.

Methods

syncEstimateAndQuote

global static List<serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteResponse> syncEstimateAndQuote(List<serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest> requests)

A method that adds estimate details to their related quotes.

Input Parameters

Name Type Description
requests List<serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest> The list of SyncEstimateAndQuoteRequest objects.

Return Value

This service returns SyncEstimateAndQuoteResponse in a list that parallels the input list.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// The ID of the primary estimate that contains the details you want to add to the related quote.
Id estimateId = 'a6MDK000000L2fJ2AS';

// Construct the request
serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest request = new serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest(estimateId);

List<serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteResponse> responses = serlm.SyncEstimateAndQuoteService.syncEstimateAndQuote(
    new List<serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest>{ request }
);

// Extract the response data
System.debug('The estimate ID: ' + responses[0].EstimateId);

// Extract errors
System.debug('Number of errors: ' + responses[0].Errors.size());
if (!responses[0].Errors.isEmpty()) {
    System.debug('Error message: ' + responses[0].Errors[0].Message);
}

serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest

global with sharing class SyncEstimateAndQuoteRequest

The request structure for adding an estimate to its related quote.

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.

// The ID of the primary estimate that contains the details you want to add to the related quote.
Id estimateId = 'a6MDK000000L2fJ2AS';

// Construct the request
serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest request = new serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteRequest(estimateId);

Properties

Name Type Description
EstimateId Id The ID of the estimate to add to the related quote.
HeaderQuoteLineId Id The ID of the header quote line on the quote to group all new estimate products as sub-quote lines under. If blank, estimate products will be added as header quote lines. Any details on records independent of estimate products are added onto a separate header quote line.

Methods

SyncEstimateAndQuoteRequest

global SyncEstimateAndQuoteRequest(Id estimateId)

A default constructor with minimum required properties.

Input Parameters

Name Type Description
estimateId Id The estimate ID.

serlm.SyncEstimateAndQuoteService.SyncEstimateAndQuoteResponse

global with sharing class SyncEstimateAndQuoteResponse

The response structure for adding an estimate to its related quote.

Properties

Name Type Description
Errors List<SyncEstimateAndQuoteError> A list containing errors that occurred while processing the request.
EstimateId Id The ID of the estimate specified in the request.
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