Chilkat Online Tools

SQL Server / Salesforce Platform APIs / Create or Update Quote

Back to Collection Items

-- Important: See this note about string length limitations for strings returned by sp_OAMethod calls.
--
CREATE PROCEDURE ChilkatSample
AS
BEGIN
    DECLARE @hr int
    DECLARE @iTmp0 int
    -- Important: Do not use nvarchar(max).  See the warning about using nvarchar(max).
    DECLARE @sTmp0 nvarchar(4000)
    -- This example assumes the Chilkat API to have been previously unlocked.
    -- See Global Unlock Sample for sample code.

    DECLARE @http int
    EXEC @hr = sp_OACreate 'Chilkat_9_5_0.Http', @http OUT
    IF @hr <> 0
    BEGIN
        PRINT 'Failed to create ActiveX component'
        RETURN
    END

    DECLARE @success int

    -- Use this online tool to generate code from sample JSON: Generate Code to Create JSON

    -- The following JSON is sent in the request body.

    -- {
    --   "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": 5.0,
    --           "UnitPrice": 35.0,
    --           "PeriodBoundary": "Anniversary",
    --           "BillingFrequency": "Monthly",
    --           "StartDate": "2023-01-01",
    --           "EndDate": "2024-01-01"
    --         }
    --       },
    --       {
    --         "referenceId": "refQuoteLineItem2",
    --         "record": {
    --           "attributes": {
    --             "type": "QuoteLineItem",
    --             "method": "POST"
    --           },
    --           "QuoteId": "@{refQuote.id}",
    --           "PricebookEntryId": "{{SLABronzeEvergrnMonthPBE}}",
    --           "Product2Id": "{{SLA_BronzeProduct}}",
    --           "Quantity": 1.0,
    --           "UnitPrice": 10.0,
    --           "PeriodBoundary": "DayOfPeriod",
    --           "PeriodBoundaryDay": 4,
    --           "BillingFrequency": "Monthly",
    --           "StartDate": "2023-01-01"
    --         }
    --       }
    --     ]
    --   }
    -- }

    DECLARE @json int
    EXEC @hr = sp_OACreate 'Chilkat_9_5_0.JsonObject', @json OUT

    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricingPref', 'skip'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.graphId', 'refQuoteGraph'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[0].referenceId', 'refQuote'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[0].record.attributes.type', 'Quote'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[0].record.attributes.method', 'POST'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[0].record.Name', 'Quote_{{$randomCompanyName}}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[0].record.Pricebook2Id', '{{standardPricebook}}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].referenceId', 'refQuoteLineItem1'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.attributes.type', 'QuoteLineItem'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.attributes.method', 'POST'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.QuoteId', '@{refQuote.id}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.PricebookEntryId', '{{VirtualRouterTermedPBE}}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.Product2Id', '{{VirtualRouterProduct}}'
    EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'graph.records[1].record.Quantity', '5.0'
    EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'graph.records[1].record.UnitPrice', '35.0'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.PeriodBoundary', 'Anniversary'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.BillingFrequency', 'Monthly'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.StartDate', '2023-01-01'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[1].record.EndDate', '2024-01-01'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].referenceId', 'refQuoteLineItem2'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.attributes.type', 'QuoteLineItem'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.attributes.method', 'POST'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.QuoteId', '@{refQuote.id}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.PricebookEntryId', '{{SLABronzeEvergrnMonthPBE}}'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.Product2Id', '{{SLA_BronzeProduct}}'
    EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'graph.records[2].record.Quantity', '1.0'
    EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'graph.records[2].record.UnitPrice', '10.0'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.PeriodBoundary', 'DayOfPeriod'
    EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'graph.records[2].record.PeriodBoundaryDay', 4
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.BillingFrequency', 'Monthly'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'graph.records[2].record.StartDate', '2023-01-01'

    -- Adds the "Authorization: Bearer <access_token>" header.
    EXEC sp_OASetProperty @http, 'AuthToken', '<access_token>'
    EXEC sp_OAMethod @http, 'SetRequestHeader', NULL, 'Content-Type', 'application/json'

    DECLARE @resp int
    EXEC sp_OAMethod @http, 'PostJson3', @resp OUT, 'https://domain.com/services/data/v{{version}}/commerce/quotes/actions/place', 'application/json', @json
    EXEC sp_OAGetProperty @http, 'LastMethodSuccess', @iTmp0 OUT
    IF @iTmp0 = 0
      BEGIN
        EXEC sp_OAGetProperty @http, 'LastErrorText', @sTmp0 OUT
        PRINT @sTmp0
        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @json
        RETURN
      END

    EXEC sp_OAGetProperty @resp, 'StatusCode', @iTmp0 OUT
    PRINT @iTmp0
    EXEC sp_OAGetProperty @resp, 'BodyStr', @sTmp0 OUT
    PRINT @sTmp0
    EXEC @hr = sp_OADestroy @resp


    EXEC @hr = sp_OADestroy @http
    EXEC @hr = sp_OADestroy @json


END
GO

Curl Command

curl -X POST
	-H "Authorization: Bearer <access_token>"
	-H "Content-Type: application/json"
	-d '{
    "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": 5.0,
                    "UnitPrice": 35.0,
                    "PeriodBoundary": "Anniversary",
                    "BillingFrequency": "Monthly",
                    "StartDate": "2023-01-01",
                    "EndDate": "2024-01-01"                    
                }
            },
            {
                "referenceId": "refQuoteLineItem2",
                "record": {
                    "attributes": {
                        "type": "QuoteLineItem",
                        "method": "POST"
                    },
                    "QuoteId": "@{refQuote.id}",
                    "PricebookEntryId": "{{SLABronzeEvergrnMonthPBE}}",
                    "Product2Id": "{{SLA_BronzeProduct}}",
                    "Quantity": 1.0,
                    "UnitPrice": 10.0,
                    "PeriodBoundary": "DayOfPeriod",
                    "PeriodBoundaryDay": 4,
                    "BillingFrequency": "Monthly",
                    "StartDate": "2023-01-01"
                }
            }

        ]
    }
}'
https://domain.com/services/data/v{{version}}/commerce/quotes/actions/place

Postman Collection Item JSON

{
  "name": "Create or Update Quote",
  "request": {
    "method": "POST",
    "header": [
      {
        "key": "Content-Type",
        "value": "application/json"
      }
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"pricingPref\": \"skip\",\n    \"graph\": {\n        \"graphId\": \"refQuoteGraph\",\n        \"records\": [\n            {\n                \"referenceId\": \"refQuote\",\n                \"record\": {\n                    \"attributes\": {\n                        \"type\": \"Quote\",\n                        \"method\": \"POST\"\n                    },\n                    \"Name\": \"Quote_{{$randomCompanyName}}\",\n                    \"Pricebook2Id\": \"{{standardPricebook}}\"                    \n                }\n            },\n            {\n                \"referenceId\": \"refQuoteLineItem1\",\n                \"record\": {\n                    \"attributes\": {\n                        \"type\": \"QuoteLineItem\",\n                        \"method\": \"POST\"\n                    },\n                    \"QuoteId\": \"@{refQuote.id}\",\n                    \"PricebookEntryId\": \"{{VirtualRouterTermedPBE}}\",\n                    \"Product2Id\": \"{{VirtualRouterProduct}}\",\n                    \"Quantity\": 5.0,\n                    \"UnitPrice\": 35.0,\n                    \"PeriodBoundary\": \"Anniversary\",\n                    \"BillingFrequency\": \"Monthly\",\n                    \"StartDate\": \"2023-01-01\",\n                    \"EndDate\": \"2024-01-01\"                    \n                }\n            },\n            {\n                \"referenceId\": \"refQuoteLineItem2\",\n                \"record\": {\n                    \"attributes\": {\n                        \"type\": \"QuoteLineItem\",\n                        \"method\": \"POST\"\n                    },\n                    \"QuoteId\": \"@{refQuote.id}\",\n                    \"PricebookEntryId\": \"{{SLABronzeEvergrnMonthPBE}}\",\n                    \"Product2Id\": \"{{SLA_BronzeProduct}}\",\n                    \"Quantity\": 1.0,\n                    \"UnitPrice\": 10.0,\n                    \"PeriodBoundary\": \"DayOfPeriod\",\n                    \"PeriodBoundaryDay\": 4,\n                    \"BillingFrequency\": \"Monthly\",\n                    \"StartDate\": \"2023-01-01\"\n                }\n            }\n\n        ]\n    }\n}"
    },
    "url": {
      "raw": "{{_endpoint}}/services/data/v{{version}}/commerce/quotes/actions/place",
      "host": [
        "{{_endpoint}}"
      ],
      "path": [
        "services",
        "data",
        "v{{version}}",
        "commerce",
        "quotes",
        "actions",
        "place"
      ]
    },
    "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)."
  },
  "response": [
  ]
}