ActionGenerateFinancialSummary
The financial summaries to be generated on estimates.
| Property | Value |
|---|
| Label | Generate Financial Summaries for Estimates |
| Category | Estimates |
| Since | Winter 2026 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | generate, calculate, financial summary, estimate, background job, asynchronous |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EstimateId | Id | Estimate ID | The ID of the estimate to generate the financial summary for. | Yes |
Acknowledgement | Boolean | Async Action Caution Acknowledged | If set to true, you confirm that you understand that this asynchronous action may not have completed before the next step in the flow is executed. Subsequent actions therefore should not depend on the completion of the Generate Financial Summary for Estimates action. They must also not affect the same estimate as the action because the estimate will be locked while the action is in progress. Instead, you can trigger an action using the Financial Summary Generation Platform Event subsequent to the completion of the Generate Financial Summary for Estimates asynchronous action. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
JobId | Id | Async Job Record ID | The ID of the async job record for the generation of a financial summary. | Yes |
Errors | List<InvocableGenerateFinancialSummaryError> | Errors | A list containing errors that occurred while processing the request. | No |
| 