Power BI Connector for Salesforce

Build 25.0.9454

QuoteDocument

Stores quote documents generated from Salesforce, including PDFs sent to customers.

Columns

Name Type ReadOnly References Description
Id [KEY] String True

Unique identifier for the quote document record.

Name String True

Name of the quote document, typically used for reference or display.

QuoteId String False

Quote.Id

Identifier of the quote associated with this document.

Document String False

PDF content of the quote document, typically used for customer presentation or recordkeeping.

GrandTotal Double True

Final total amount displayed on the quote document, including discounts, taxes, and shipping.

Discount Double True

Total discount applied on the quote as shown in the document.

IsDeleted Boolean True

Indicates whether the quote document has been deleted from the system.

CreatedDate Datetime True

Date and time when the quote document was generated or uploaded.

CreatedById String True

User.Id

Identifier of the user who created the quote document.

LastModifiedDate Datetime True

Date and time when the quote document was last updated.

LastModifiedById String True

User.Id

Identifier of the user who last modified the quote document.

SystemModstamp Datetime True

System-generated timestamp indicating the most recent update to the quote document record.

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Build 25.0.9454