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            Replace Offer in Cart Invocable Action

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            Replace Offer in Cart Invocable Action

            Use this action to replace an existing offer in a cart containing a single valid offer with a corresponding single offer. The existing offer is disconnected and a new offer is added to the cart. Offers are modeled as products in Salesforce. For example, your existing customer wants to upgrade their limited phone plan to a new plan with unlimited data, text, and talk. As a sales rep, you want to ensure that their existing phone service isn't interrupted and their phone number remains the same. With this action, you can move this customer to an unlimited plan, guaranteeing the continuity of service and retaining the same mobile number and email address.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions

            Industries CPQ API Used to Invoke Replace Offer in Cart Invocable Action

            • getCartsTargetOffers
            • replaceOffers

            Input Values

            Parameter description data type
            cartId The ID of the quote or order record where you want to replace the offer. String
            offerId The ID of the target product that you want to upgrade. String
            validate Optional. A Boolean value that indicates whether to validate the configuration of the line item before replacing the line item. The default value is true. Boolean
            price Optional. A Boolean value that indicates whether to recalculate the price based on a new offer. The default value is true. Boolean

            Output Values

            Parameter description data type
            output A JSON string that includes the details of the replace offer action. String
            error An error that's encountered during the execution of the action. String

            Example

            JSON Request

            {
  "CartId":"801Dn000000vRGGIA2",
  "Targetofferid": "01uDn000001AfECIA0"
}

            JSON Response Body

            {
  "messages": [
    {
      "message": "Replacement applied successfully",
      "severity": "INFO",
      "code": "830"
    }
  ]
}
             
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