global static List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesResponse> addEstimateProductsToEstimates(List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest> requests)

A method that adds estimate products to estimates.

Input Parameters

Return Value

This service returns AddEstimateProductsToEstimatesResponse 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 estimate that you want to add the estimate product to.
Id estimateId = 'a6MDK000000L2fJ2AS';

// The ID of the estimate product that you want to add to the estimate.
Id estimateProductId = 'a6HDK000000L2uu2AC';

// Construct the request
ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest request = new ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest(
    estimateId,
    estimateProductId
);

// You can optionally set the billing type to change from the estimate product default.
request.EstimateProductInstanceBillingType = 'Fixed Price';

// You can optionally set the fixed price billing frequency to change from the estimate product default.
request.EstimateProductInstanceFixedPriceBillingFrequency = 'Line Set End Date';

// You can optionally set the fixed price upfront billing percent to change from the estimate product default.
request.EstimateProductInstanceFixedPriceUpfrontBillingPercent = 50;

// If billing type is specified as Fixed Price or you want to change from the default fixed price margin, you can set it here.
request.EstimateProductInstanceFixedPriceMargin = 15;

// You can optionally set the name of the created estimate product instance.
request.Name = 'Delivery & Support';

// You can optionally set the start date of the created estimate product instance if you want it offset from the target estimate start date.
request.StartDate = Date.newInstance(2023, 1, 1);

// You can optionally set the payment terms to change from the estimate product default.
request.EstimateProductInstancePaymentTerms = 'a5bEc000002GzXqIAK';

// You can optionally specify object fields to override for the copied records.
Id unitedStatesRegion = 'a2y7i000003396bAAA';
request.FieldOverridesByType = new Map<SObjectType, Map<SObjectField, Object>>{
    ffscpq__Estimate_Role_Request__c.SObjectType => new Map<SObjectField, Object>{
        // Set the region for all copied role requests to the United States region.
        ffscpq__Estimate_Role_Request__c.ffscpq__Region__c => unitedStatesRegion
    }
};

List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesResponse> responses = ffscpq.AddEstimateProductService.addEstimateProductsToEstimates(
    new List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest>{ request }
);

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

// 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);
}

global static List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesSyncResponse> addEstimateProductsToEstimatesSync(List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest> requests)

A method that synchronously adds estimate products to estimates.

Input Parameters

Return Value

AddEstimateProductsToEstimatesSyncResponse list parallel to the input.

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 estimate that you want to add the estimate product to.
Id estimateId = 'a6MDK000000L2fJ2AS';

// The ID of the estimate product that you want to add to the estimate.
Id estimateProductId = 'a6HDK000000L2uu2AC';

// Construct the request
ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest request = new ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest(
    estimateId,
    estimateProductId
);

// You can optionally set the billing type to change from the estimate product default.
request.EstimateProductInstanceBillingType = 'Fixed Price';

// You can optionally set the fixed price billing frequency to change from the estimate product default.
request.EstimateProductInstanceFixedPriceBillingFrequency = 'Line Set End Date';

// You can optionally set the fixed price upfront billing percent to change from the estimate product default.
request.EstimateProductInstanceFixedPriceUpfrontBillingPercent = 50;

// If billing type is specified as Fixed Price or you want to change from the default fixed price margin, you can set it here.
request.EstimateProductInstanceFixedPriceMargin = 15;

// You can optionally set the name of the created estimate product instance.
request.Name = 'Delivery & Support';

// You can optionally set the start date of the created estimate product instance if you want it offset from the target estimate start date.
request.StartDate = Date.newInstance(2023, 1, 1);

// You can optionally set the payment terms to change from the estimate product default.
request.EstimateProductInstancePaymentTerms = 'a5bEc000002GzXqIAK';

// You can optionally specify object fields to override for the copied records.
Id unitedStatesRegion = 'a2y7i000003396bAAA';
request.FieldOverridesByType = new Map<SObjectType, Map<SObjectField, Object>>{
    ffscpq__Estimate_Role_Request__c.SObjectType => new Map<SObjectField, Object>{
        // Set the region for all copied role requests to the United States region.
        ffscpq__Estimate_Role_Request__c.ffscpq__Region__c => unitedStatesRegion
    }
};

// Unlike addEstimateProductsToEstimates, this runs in the calling transaction and
// returns the created estimate product instance details immediately.
List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesSyncResponse> responses = ffscpq.AddEstimateProductService.addEstimateProductsToEstimatesSync(
    new List<ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest>{ request }
);

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

// The new estimate product instance was created within this transaction.
System.debug('Created: ' + responses[0].Success);
System.debug('The estimate product instance ID: ' + responses[0].EstimateProductInstanceId);
System.debug('The estimate product instance name: ' + responses[0].EstimateProductInstanceName);

void execute(Id estimateId)

String getCallableClassName()

String serializeState()

void execute(ffscpq__Estimate_Product_Instance__c estimateProductInstance)

global AddEstimateProductsToEstimatesRequest(Id estimateId, Id estimateProductId)

A default constructor with minimum required properties.

Input Parameters

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 estimate that you want to add the estimate product to.
Id estimateId = 'a6MDK000000L2fJ2AS';

// The ID of the estimate product that you want to add to the estimate.
Id estimateProductId = 'a6HDK000000L2uu2AC';

// Construct the request
ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest request = new ffscpq.AddEstimateProductService.AddEstimateProductsToEstimatesRequest(
    estimateId,
    estimateProductId
);

// You can optionally set the billing type to change from the estimate product default.
request.EstimateProductInstanceBillingType = 'Fixed Price';

// You can optionally set the fixed price billing frequency to change from the estimate product default.
request.EstimateProductInstanceFixedPriceBillingFrequency = 'Line Set End Date';

// You can optionally set the fixed price upfront billing percent to change from the estimate product default.
request.EstimateProductInstanceFixedPriceUpfrontBillingPercent = 50;

// If billing type is specified as Fixed Price or you want to change from the default fixed price margin, you can set it here.
request.EstimateProductInstanceFixedPriceMargin = 15;

// You can optionally set the name of the created estimate product instance.
request.Name = 'Delivery & Support';

// You can optionally set the start date of the created estimate product instance if you want it offset from the target estimate start date.
request.StartDate = Date.newInstance(2023, 1, 1);

// You can optionally set the payment terms to change from the estimate product default.
request.EstimateProductInstancePaymentTerms = 'a5bEc000002GzXqIAK';

// You can optionally specify which estimate product items to copy. If not provided, only items
// where Default is true are copied.
request.EstimateProductItemIds = new List<Id>{ 'a7xDK000000L2uu2AC', 'a7xDK000000L2uv2AC' };

// You can optionally specify object fields to override for the copied records.
Id unitedStatesRegion = 'a2y7i000003396bAAA';
request.FieldOverridesByType = new Map<SObjectType, Map<SObjectField, Object>>{
    ffscpq__Estimate_Role_Request__c.SObjectType => new Map<SObjectField, Object>{
        // Set the region for all copied role requests to the United States region.
        ffscpq__Estimate_Role_Request__c.ffscpq__Region__c => unitedStatesRegion
    }
};