Salesforce APIs
Last updated
Last updated
This documentation provides an overview of the Salesforce APIs supported by Valorx Fusion, detailing how these APIs enable seamless integration and enhance functionality within the platform.
The CPQ APIs provide essential functionality for managing quotes, products, and related data within Salesforce CPQ. These APIs facilitate tasks like reading, validating, calculating, and saving quotes, as well as adding and retrieving products.
These CPQ APIs will be available in the workflow only if your Salesforce org has the Salesforce CPQ package installed and the Quote and Quote Line objects are included in the data model. Only then will you be able to access and use the CPQ API tasks within the workflow.
Below is a summary of the core properties and functionalities of the CPQ APIs:
Description: Retrieves detailed information about a specific quote, including its associated Quote Lines and related data.
Use Case:
Fetching the current state of a quote for review or updates.
Inputs:
Quote Form Map
Outputs:
Quote Model with Quote Lines
Description: Performs pricing calculations for a quote, applying rules such as discounts, taxes, and promotions.
Use Case:
Ensuring accurate pricing before finalizing a quote.
Inputs:
Quote Form Map
Quote Line Grid Map
Outputs:
Updated Quote Model with calculated prices
Description: Checks the quote for errors or discrepancies, ensuring it meets predefined business rules.
Use Case:
Verifying quote accuracy before submission or approval.
Inputs:
Quote Model
Outputs:
Validation Results (Pass/Fail)
List of Errors (if any)
Description: Saves changes made to the quote and updates the Quote Model in Salesforce.
Use Case:
Persisting updates to a quote after modifications.
Inputs:
Updated Quote Model
Outputs:
Confirmation of successful save
Description: Retrieves product information from the Salesforce Product Catalog.
Use Case:
Fetching product details for inclusion in a quote.
Inputs:
Product ID or Filter Criteria
Outputs:
Product Details
Description: Adds a product to a specific quote, updating the Quote Line Model.
Use Case:
Including additional products in an existing quote.
Inputs:
Quote ID
Product ID
Quantity
Outputs:
Updated Quote Model with the new product
These APIs are designed to integrate seamlessly with Salesforce CPQ functionality.
Proper authentication and API permissions are required for access.
Responses are returned in standard Salesforce data formats (e.g., JSON or XML).
By leveraging these APIs, users can automate and streamline their quote and product management processes, improving efficiency and accuracy.
