Salesforce Quote API

The Quote API from Salesforce — 3 operation(s) for quote.

Documentation

Specifications

Schemas & Data

OpenAPI Specification

salesforce-quote-api-openapi.yml Raw ↑
openapi: 3.1.0
info:
  title: Salesforce Bulk API 2.0 Abort Quote API
  description: 'Salesforce Bulk API 2.0 is a simplified, REST-based interface for bulk data operations that improves on the original Bulk API. It uses a straightforward job model and supports CSV format for ingest and query jobs, enabling processing of millions of records asynchronously.

    '
  version: v63.0
  contact:
    name: Salesforce Developers
    url: https://developer.salesforce.com/
  license:
    name: Salesforce Developer Terms
    url: https://www.salesforce.com/company/legal/agreements/
servers:
- url: https://{instance}.salesforce.com/services/data/v{version}/jobs
  description: Salesforce Bulk API 2.0 jobs endpoint
  variables:
    instance:
      default: yourInstance
      description: 'The Salesforce instance identifier (e.g., na1, eu3, or a My Domain subdomain like mycompany).

        '
    version:
      default: '63.0'
      description: 'The Salesforce API version number (e.g., 63.0). Use the latest supported version for new integrations.

        '
security:
- BearerAuth: []
tags:
- name: Quote
paths:
  /apexrest/SBQQ/ServiceRouter:
    parameters: []
    post:
      tags:
      - Quote
      summary: Salesforce Save Quote Api
      description: 'The Save Quote API saves a CPQ quote.

        Available in: Salesforce CPQ Summer ’16 and later


        https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/cpq_quote_api_save_final.htm'
      operationId: SaveQuoteAPI
      parameters:
      - name: Content-Type
        in: header
        description: ''
        required: true
        schema:
          const: application/json
          type: string
          examples:
          - application/json
        example: example_value
      responses:
        '200':
          description: ''
          headers: {}
      deprecated: false
      servers:
      - url: https://services
        variables: {}
      x-api-evangelist-processing:
        PascalCaseOperationSummaries: true
        ChooseTags: true
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    get:
      tags:
      - Quote
      summary: Salesforce Read Quote Api
      description: 'The Read Quote API reads a quote from a CPQ quote ID.

        Available in: Salesforce CPQ Summer ’16 and later


        https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/cpq_api_read_quote.htm'
      operationId: ReadQuoteAPI
      parameters:
      - name: reader
        in: query
        description: ''
        required: true
        style: form
        explode: true
        schema:
          type: string
          examples:
          - SBQQ.QuoteAPI.QuoteReader
        example: example_value
      - name: uid
        in: query
        description: ''
        required: true
        style: form
        explode: true
        schema:
          type: string
        example: '500123'
      - name: Content-Type
        in: header
        description: ''
        required: true
        schema:
          const: application/json
          type: string
          examples:
          - application/json
        example: example_value
      responses:
        '200':
          description: ''
          headers: {}
      deprecated: false
      servers:
      - url: https://services
        variables: {}
      x-api-evangelist-processing:
        PascalCaseOperationSummaries: true
        ChooseTags: true
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /data/v64.0/commerce/quotes/actions/place:
    parameters: []
    post:
      tags:
      - Quote
      summary: Salesforce Create or Update Quote
      description: "This example creates a quote for the following products.\n\n- 5 Virtual Routers sold on a 1-year termed subscription at $35/item\n- 1 Bronze Service Level Agreement sold on an evergreen subscription at $10/month\n    \n\nSee [place quote](https://developer.salesforce.com/docs/revenue/subscription-management/references/quotes?meta=Create+or+update+a+quote+with+place+quote)."
      operationId: CreateorUpdateQuote
      parameters: []
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              allOf:
              - $ref: '#/components/schemas/CreateorUpdateQuoteRequest'
              - examples:
                - pricingPref: skip
                  graph:
                    graphId: refQuoteGraph
                    records:
                    - referenceId: refQuote
                      record:
                        attributes:
                          type: Quote
                          method: POST
                        Name: Quote_{{$randomCompanyName}}
                        Pricebook2Id: '{{standardPricebook}}'
                    - referenceId: refQuoteLineItem1
                      record:
                        attributes:
                          type: QuoteLineItem
                          method: POST
                        QuoteId: '@{refQuote.id}'
                        PricebookEntryId: '{{VirtualRouterTermedPBE}}'
                        Product2Id: '{{VirtualRouterProduct}}'
                        Quantity: 5
                        UnitPrice: 35
                        PeriodBoundary: Anniversary
                        BillingFrequency: Monthly
                        StartDate: '2023-01-01T00:00:00.000Z'
                        EndDate: '2024-01-01T00:00:00.000Z'
                    - referenceId: refQuoteLineItem2
                      record:
                        attributes:
                          type: QuoteLineItem
                          method: POST
                        QuoteId: '@{refQuote.id}'
                        PricebookEntryId: '{{SLABronzeEvergrnMonthPBE}}'
                        Product2Id: '{{SLA_BronzeProduct}}'
                        Quantity: 1
                        UnitPrice: 10
                        PeriodBoundary: DayOfPeriod
                        PeriodBoundaryDay: 4
                        BillingFrequency: Monthly
                        StartDate: '2023-01-01T00:00:00.000Z'
              contentMediaType: application/json
            example:
              pricingPref: skip
              graph:
                graphId: refQuoteGraph
                records:
                - referenceId: refQuote
                  record:
                    attributes:
                      type: Quote
                      method: POST
                    Name: Quote_{{$randomCompanyName}}
                    Pricebook2Id: '{{standardPricebook}}'
                - referenceId: refQuoteLineItem1
                  record:
                    attributes:
                      type: QuoteLineItem
                      method: POST
                    QuoteId: '@{refQuote.id}'
                    PricebookEntryId: '{{VirtualRouterTermedPBE}}'
                    Product2Id: '{{VirtualRouterProduct}}'
                    Quantity: 5
                    UnitPrice: 35
                    PeriodBoundary: Anniversary
                    BillingFrequency: Monthly
                    StartDate: '2023-01-01T00:00:00.000Z'
                    EndDate: '2024-01-01T00:00:00.000Z'
                - referenceId: refQuoteLineItem2
                  record:
                    attributes:
                      type: QuoteLineItem
                      method: POST
                    QuoteId: '@{refQuote.id}'
                    PricebookEntryId: '{{SLABronzeEvergrnMonthPBE}}'
                    Product2Id: '{{SLA_BronzeProduct}}'
                    Quantity: 1
                    UnitPrice: 10
                    PeriodBoundary: DayOfPeriod
                    PeriodBoundaryDay: 4
                    BillingFrequency: Monthly
                    StartDate: '2023-01-01T00:00:00.000Z'
        required: true
      responses:
        '200':
          description: ''
          headers: {}
      deprecated: false
      servers:
      - url: https://services
        variables: {}
      x-api-evangelist-processing:
        PascalCaseOperationSummaries: true
        ChooseTags: true
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
  /data/v64.0/actions/standard/createOrderFromQuote:
    parameters: []
    post:
      tags:
      - Quote
      summary: Salesforce Create Order From Quote
      operationId: CreateOrderFromQuote
      parameters: []
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              allOf:
              - $ref: '#/components/schemas/CreateOrderFromQuoteRequest'
              - examples:
                - inputs:
                  - quoteRecordId: '{{currentQuote}}'
              contentMediaType: application/json
            example:
              inputs:
              - quoteRecordId: '{{currentQuote}}'
        required: true
      responses:
        '200':
          description: ''
          headers: {}
      deprecated: false
      servers:
      - url: https://services
        variables: {}
      x-api-evangelist-processing:
        PascalCaseOperationSummaries: true
        ChooseTags: true
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  schemas:
    Record23:
      title: Record23
      required:
      - attributes
      type: object
      properties:
        attributes:
          $ref: '#/components/schemas/Attributes22'
        Name:
          type: string
          example: Example Title
        Pricebook2Id:
          type: string
          example: '500123'
        QuoteId:
          type: string
          example: '500123'
        PricebookEntryId:
          type: string
          example: '500123'
        Product2Id:
          type: string
          example: '500123'
        Quantity:
          type: number
          example: 42.5
        UnitPrice:
          type: number
          example: 42.5
        PeriodBoundary:
          type: string
          example: example_value
        BillingFrequency:
          type: string
          example: example_value
        StartDate:
          type: string
          example: example_value
        EndDate:
          type: string
          example: example_value
        PeriodBoundaryDay:
          type: integer
          contentEncoding: int32
          example: 10
      examples:
      - attributes:
          type: Quote
          method: POST
        Name: Quote_{{$randomCompanyName}}
        Pricebook2Id: '{{standardPricebook}}'
    Attributes22:
      title: Attributes22
      required:
      - type
      - method
      type: object
      properties:
        type:
          type: string
          example: example_value
        method:
          type: string
          example: example_value
      examples:
      - type: Quote
        method: POST
    Record22:
      title: Record22
      required:
      - referenceId
      - record
      type: object
      properties:
        referenceId:
          type: string
          example: '500123'
        record:
          $ref: '#/components/schemas/Record23'
      examples:
      - referenceId: refQuote
        record:
          attributes:
            type: Quote
            method: POST
          Name: Quote_{{$randomCompanyName}}
          Pricebook2Id: '{{standardPricebook}}'
    CreateOrderFromQuoteRequest:
      title: CreateOrderFromQuoteRequest
      required:
      - inputs
      type: object
      properties:
        inputs:
          type: array
          items:
            $ref: '#/components/schemas/Inputs2'
          description: ''
          example: []
      examples:
      - inputs:
        - quoteRecordId: '{{currentQuote}}'
    Inputs2:
      title: Inputs2
      required:
      - quoteRecordId
      type: object
      properties:
        quoteRecordId:
          type: string
          example: '500123'
      examples:
      - quoteRecordId: '{{currentQuote}}'
    Graph5:
      title: Graph5
      required:
      - graphId
      - records
      type: object
      properties:
        graphId:
          type: string
          example: '500123'
        records:
          type: array
          items:
            $ref: '#/components/schemas/Record22'
          description: ''
          example: []
      examples:
      - graphId: refQuoteGraph
        records:
        - referenceId: refQuote
          record:
            attributes:
              type: Quote
              method: POST
            Name: Quote_{{$randomCompanyName}}
            Pricebook2Id: '{{standardPricebook}}'
        - referenceId: refQuoteLineItem1
          record:
            attributes:
              type: QuoteLineItem
              method: POST
            QuoteId: '@{refQuote.id}'
            PricebookEntryId: '{{VirtualRouterTermedPBE}}'
            Product2Id: '{{VirtualRouterProduct}}'
            Quantity: 5
            UnitPrice: 35
            PeriodBoundary: Anniversary
            BillingFrequency: Monthly
            StartDate: '2023-01-01T00:00:00.000Z'
            EndDate: '2024-01-01T00:00:00.000Z'
        - referenceId: refQuoteLineItem2
          record:
            attributes:
              type: QuoteLineItem
              method: POST
            QuoteId: '@{refQuote.id}'
            PricebookEntryId: '{{SLABronzeEvergrnMonthPBE}}'
            Product2Id: '{{SLA_BronzeProduct}}'
            Quantity: 1
            UnitPrice: 10
            PeriodBoundary: DayOfPeriod
            PeriodBoundaryDay: 4
            BillingFrequency: Monthly
            StartDate: '2023-01-01T00:00:00.000Z'
    CreateorUpdateQuoteRequest:
      title: CreateorUpdateQuoteRequest
      required:
      - pricingPref
      - graph
      type: object
      properties:
        pricingPref:
          type: string
          example: example_value
        graph:
          $ref: '#/components/schemas/Graph5'
      examples:
      - pricingPref: skip
        graph:
          graphId: refQuoteGraph
          records:
          - referenceId: refQuote
            record:
              attributes:
                type: Quote
                method: POST
              Name: Quote_{{$randomCompanyName}}
              Pricebook2Id: '{{standardPricebook}}'
          - referenceId: refQuoteLineItem1
            record:
              attributes:
                type: QuoteLineItem
                method: POST
              QuoteId: '@{refQuote.id}'
              PricebookEntryId: '{{VirtualRouterTermedPBE}}'
              Product2Id: '{{VirtualRouterProduct}}'
              Quantity: 5
              UnitPrice: 35
              PeriodBoundary: Anniversary
              BillingFrequency: Monthly
              StartDate: '2023-01-01T00:00:00.000Z'
              EndDate: '2024-01-01T00:00:00.000Z'
          - referenceId: refQuoteLineItem2
            record:
              attributes:
                type: QuoteLineItem
                method: POST
              QuoteId: '@{refQuote.id}'
              PricebookEntryId: '{{SLABronzeEvergrnMonthPBE}}'
              Product2Id: '{{SLA_BronzeProduct}}'
              Quantity: 1
              UnitPrice: 10
              PeriodBoundary: DayOfPeriod
              PeriodBoundaryDay: 4
              BillingFrequency: Monthly
              StartDate: '2023-01-01T00:00:00.000Z'
  securitySchemes:
    BearerAuth:
      type: http
      scheme: bearer
      description: 'OAuth 2.0 Bearer token obtained from the Salesforce OAuth 2.0 token endpoint. Include this token in the Authorization header as "Bearer {access_token}".

        '