Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

QuoteAction

Indicates the type of sales transaction that’s being quoted; for example, a renewal sale. This object is available in API version 59.0 and later.

If a quote doesn't have a quote action, Salesforce treats it as a quote of the Add type. When such a quote is used to create an order, Salesforce automatically creates an order action of the Add type.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

This object is available in orgs with Revenue Cloud. It’s also available in Industries Automotive and Industries Field Service.

Fields

Field	Details
CurrencyIsoCode	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description ISO code of the currency. Use only one of the valid alphabetic, three-letter currency ISO codes defined by the ISO 4217 standard, such as `USD`, `GBP`, or `JPY`. Must be unique within your organization. Label is Currency ISO Code. The default value is `USD`. See Supported Currencies (ICU) for a list of currency codes Salesforce supports. This field is available in Revenue Cloud in API version 66.0 and later.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last viewed this record or list view. If this value is null, the user accessed this record or list view indirectly, but didn’t view it.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name given to the quote action.
QuoteId	Type reference Properties Create, Filter, Group, Sort Description The quote related to this quote action. This field is a relationship field. Relationship Name Quote Relationship Type Lookup Refers To Quote
SourceAssetId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The asset changed by this sales transaction. For example, if the quote action is a quantity amendment, this field contains the ID of the asset that’s amended. This field is a relationship field. Relationship Name SourceAsset Relationship Type Lookup Refers To Asset
Subtype	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The subtype of the action on the quote line item. Valid values are: `DowngradeFrom`—Available in API version 66.0 and later. `DowngradeTo`—Available in API version 66.0 and later. `FieldAmendment` `Rollback` `StartDateAdjustment` `SwapIn`—Available in API version 66.0 and later. `SwapOut`—Available in API version 66.0 and later. `TransferFrom` `TransferTo` `UpgradeFrom`—Available in API version 66.0 and later. `UpgradeTo`—Available in API version 66.0 and later. This field is available with Revenue Cloud in API version 64.0 and later.
Type	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort Description The type of sales transaction that the related quote is for. Valid values are: `Add` `Amend` `Association`—Available in API version 66.0 and later. `Cancel` `No Change` `Renew` `Transfer`—Available with Revenue Cloud in API version 65.0 and later.

Object Reference for the Salesforce Platform

QuoteAction

Supported Calls

Special Access Rules

Fields