ActionSyncEstimateAndQuote
Synchronizes a Services Estimator estimate with its related Salesforce CPQ quote so that both records match. Creates and updates the service quote lines and estimate product instances, and updates the related opportunity and its line items. The quote is recalculated asynchronously in a background job. Specify either an estimate ID or a quote ID, not both.
| Property | Value |
|---|
| Label | Sync an Estimate with a Quote |
| Category | Estimates |
| Since | Winter 2024 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | sync, synchronize, estimate, quote, quote line, estimate product instance, opportunity, resource request, CPQ |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate to sync with quote. | No |
QuoteId | Id | Quote ID | The ID of the quote to sync with estimate. | No |
AggregateBySkills | Boolean | Aggregate by Skills | If true, role requests are consolidated by skills. The estimate and the quote must both be primary to consolidate role requests. The default value is false. | No |
AdditionalAggregationFieldPaths | List<String> | Additional Aggregation Field Paths | Additional fields to consolidate estimate role requests by when creating resource requests. The estimate and the quote must both be primary to consolidate role requests. | No |
EstimateProductInstancesDetails | List<EstimateProductInstanceDetails> | Estimate Product Instances Details | The list of details to add to each estimate product instance being created by newly synced quote lines. | No |
GroupingConfiguration | String | Grouping Criteria Configuration | The grouping criteria fields configuration to use when consolidating role requests into resource requests, enter either API_INPUT_GROUPING or ESTIMATE_STORED_GROUPING. When set to ESTIMATE_STORED_GROUPING, AdditionalAggregationFieldPaths and AggregateBySkills are ignored from the grouping criteria configuration. The default is API_INPUT_GROUPING. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate being synced. | No |
QuoteId | Id | Quote ID | The ID of the quote being synced. | No |
Errors | List<SyncEstimateAndQuoteService.SyncEstimateAndQuoteError> | Deprecated: Errors | Not in use. | No |
Errors2 | List<InvocableSyncEstimateAndQuoteError> | Errors | A list containing errors that occurred while processing the request. | No |
| 