Convert Assets to a Quote in Batch Invocable Action

Available from the Salesforce REST Actions API, Flow Builder, and OmniStudio in API version 68.0 and later, this action starts the Asset-to-Quote pipeline. The first stage converts assets to quote line items, and the second stage creates quote members. The action immediately returns a batch job ID.

Note To configure this invocable action as an Agentic action in Agentforce, use wrappers for both input and output payload transformation. You can create the wrappers in Apex or in Flow.

Input Values

Output Values

Usage

Use this action to convert account assets to quote line items and create quote members in batch.

Map Account fields to Quote Member fields with accountToQuoteMemberFieldMap. You can include products and attribute configurations in each asset object.

Poll the AsyncApexJob record by using batchJobId to monitor processing.

Considerations

• The action supports asynchronous processing only.
• The assets and accountToQuoteMemberFieldMap inputs are sent as JSON-encoded strings when the REST Actions API is used.
• By default, the action doesn't submit a job if another asynchronous job is running for the quote.
• The pipeline uses separate batch sizes for asset conversion and quote member creation.
• Business and validation failures are returned in outputValues.error.

Example Input

{
    "quoteId": "0Q0Hs000001AbcDEFG",
    "accountId": "001Hs00003AE5DfIAL",
    "assets": [
        {
            "Id": "02iHs0000001rootA",
            "products": [
                {
                    "productId": "01tHs000001ROOTpc",
                    "attributes": [
                        {
                            "attributeCode": "BANDWIDTH",
                            "value": "1Gbps"
                        },
                        {
                            "attributeCode": "TERM_MONTHS",
                            "value": 24
                        }
                    ]
                },
                {
                    "productId": "01tHs000001CHILDa",
                    "attributes": [
                        {
                            "attributeCode": "PORT_SPEED",
                            "value": "10G"
                        },
                        {
                            "attributeCode": "MEDIA_TYPE",
                            "value": "Fiber"
                        }
                    ]
                },
                {
                    "productId": "01tHs000001CHILDb",
                    "attributes": [
                        {
                            "attributeCode": "STATIC_IP_COUNT",
                            "value": 8
                        }
                    ]
                }
            ]
        },
        {
            "Id": "02iHs0000002rootB",
            "products": [
                {
                    "productId": "01tHs000001ROOTpc",
                    "attributes": [
                        {
                            "attributeCode": "BANDWIDTH",
                            "value": "500Mbps"
                        }
                    ]
                }
            ]
        }
    ],
    "accountToQuoteMemberFieldMap": {
        "Id": "vlocity_cmt__ServiceAccountId__c",
        "Name": "Name",
        "vlocity_cmt__BillingEmailAddress__c": "vlocity_cmt__Email__c",
        "ShippingCity": "vlocity_cmt__City__c",
        "ShippingCountry": "vlocity_cmt__Country__c",
        "ShippingPostalCode": "vlocity_cmt__PostalCode__c",
        "ShippingState": "vlocity_cmt__State__c",
        "ShippingStreet": "vlocity_cmt__StreetAddress__c"
    },
    "atqBatchSize": 5,
    "createQmBatchSize": 100,
    "checkAsyncJobStatus": false
}

Example Output

[
  {
    "actionName": "vlocity_cmt__B2BCmexAssetToQuoteInBatchInvocable",
    "isSuccess": true,
    "errors": null,
    "outputValues": {
      "batchJobId": "707XXXXXXXXXXXXXXX",
      "successMessage": "Asset-to-Quote batch job has been submitted. Job Id: <jobId>",
      "error": null
    }
  }
]

Error Handling

Check outputValues.error to determine whether the request was submitted. Business and validation failures don't populate the Actions API errors array.

The action returns an error when quoteId, accountId, assets, or accountToQuoteMemberFieldMap isn't specified.

If another job is running and checkAsyncJobStatus is true, the action can return:

An asynchronous job is running for this quote. Wait for it to finish, and then try again.