Quote
Represents a quote presenting proposed pricing for products or services to a customer.
Columns
| Name | Type | ReadOnly | References | Description |
| Id [KEY] | String | True |
Unique identifier of the record. | |
| OwnerId | String | False |
ID of the user or queue that currently owns the record. | |
| IsDeleted | Bool | True |
Indicates whether the record has been moved to the Recycle Bin (true) or not (false). | |
| Name | String | False |
Name of the record. | |
| CurrencyIsoCode | String | False |
ISO code for the currency in which the record's currency fields are expressed. | |
| CreatedDate | Datetime | True |
Date and time when the record was created. | |
| CreatedById | String | True |
User.Id |
ID of the user who created the record. |
| LastModifiedById | String | True |
User.Id |
ID of the user who last modified the record. |
| LastViewedDate | Datetime | True |
Date and time when the record was last viewed by a user. | |
| LastReferencedDate | Datetime | True |
Date and time when the record was last referenced, such as through a lookup. | |
| OpportunityId | String | False |
Opportunity.Id |
ID of the opportunity that this quote is associated with. |
| Pricebook2Id | String | False |
Pricebook2.Id |
ID of the price book used to price this quote. |
| ContactId | String | False |
Contact.Id |
ID of the contact associated with this quote. |
| QuoteNumber | String | True |
Automatically generated number that identifies the quote. | |
| IsSyncing | Bool | True |
Indicates whether this quote is synced with its associated opportunity. | |
| ShippingHandling | Decimal | False |
Shipping and handling amount included on the quote. | |
| Tax | Decimal | False |
Tax amount included on the quote. | |
| Status | String | False |
Current status of the record. | |
| ExpirationDate | Date | False |
Date on which the quote expires. | |
| Description | String | False |
Description of the record. | |
| Subtotal | Decimal | True |
Subtotal amount of the quote, before discounts, shipping, and tax. | |
| TotalPrice | Decimal | True |
Total price of the quote, including all line items. | |
| LineItemCount | Int | True |
Number of line items included on the quote. | |
| BillingStreet | String | False |
The street of the billing address. | |
| BillingCity | String | False |
The city of the billing address. | |
| BillingState | String | False |
The state or province of the billing address. | |
| BillingPostalCode | String | False |
The postal or ZIP code of the billing address. | |
| BillingCountry | String | False |
The country of the billing address. | |
| BillingLatitude | Double | False |
The latitude coordinate of the billing address. | |
| BillingLongitude | Double | False |
The longitude coordinate of the billing address. | |
| BillingGeocodeAccuracy | String | False |
The geocode accuracy level of the billing address. | |
| ShippingStreet | String | False |
The street of the shipping address. | |
| ShippingCity | String | False |
The city of the shipping address. | |
| ShippingState | String | False |
The state or province of the shipping address. | |
| ShippingPostalCode | String | False |
The postal or ZIP code of the shipping address. | |
| ShippingCountry | String | False |
The country of the shipping address. | |
| ShippingLatitude | Double | False |
The latitude coordinate of the shipping address. | |
| ShippingLongitude | Double | False |
The longitude coordinate of the shipping address. | |
| ShippingGeocodeAccuracy | String | False |
The geocode accuracy level of the shipping address. | |
| QuoteToStreet | String | False |
The street of the quote-to address. | |
| QuoteToCity | String | False |
The city of the quote-to address. | |
| QuoteToState | String | False |
The state or province of the quote-to address. | |
| QuoteToPostalCode | String | False |
The postal or ZIP code of the quote-to address. | |
| QuoteToCountry | String | False |
The country of the quote-to address. | |
| QuoteToLatitude | Double | False |
The latitude coordinate of the quote-to address. | |
| QuoteToLongitude | Double | False |
The longitude coordinate of the quote-to address. | |
| QuoteToGeocodeAccuracy | String | False |
The geocode accuracy level of the quote-to address. | |
| AdditionalStreet | String | False |
The street of the additional address. | |
| AdditionalCity | String | False |
The city of the additional address. | |
| AdditionalState | String | False |
The state or province of the additional address. | |
| AdditionalPostalCode | String | False |
The postal or ZIP code of the additional address. | |
| AdditionalCountry | String | False |
The country of the additional address. | |
| AdditionalLatitude | Double | False |
The latitude coordinate of the additional address. | |
| AdditionalLongitude | Double | False |
The longitude coordinate of the additional address. | |
| AdditionalGeocodeAccuracy | String | False |
The geocode accuracy level of the additional address. | |
| BillingName | String | False |
Name associated with the quote's billing address. | |
| ShippingName | String | False |
Name associated with the quote's shipping address. | |
| QuoteToName | String | False |
Name of the recipient the quote is addressed to. | |
| AdditionalName | String | False |
Name associated with the quote's additional address. | |
| String | False |
Email address associated with the quote. | ||
| Phone | String | False |
Phone number associated with the quote. | |
| Fax | String | False |
Fax number associated with the quote. | |
| ContractId | String | False |
Contract.Id |
ID of the contract associated with this quote. |
| AccountId | String | True |
Account.Id |
ID of the Account associated with this record. |
| Discount | Double | True |
Discount percentage applied to the quote. | |
| GrandTotal | Decimal | True |
Grand total amount of the quote, including shipping, handling, and tax. | |
| CanCreateQuoteLineItems | Bool | False |
Indicates whether quote line items can be created for this quote. | |
| SystemModstamp | Datetime | True |
Date and time when the record was last modified by a user or by an automated process. | |
| LastModifiedDate | Datetime | True |
Date and time when the record was last modified. |
Pseudocolumns
Pseudocolumn fields are used in the WHERE clause of SELECT statements and offer more granular control over the data returned from the data source.
| Name | Type | Description |
| OwnerIdType | String |
Specifies the type of the 'OwnerId' polymorphic field to use in the statement. |
| OwnerIdExternalFieldName | String |
Specifies the external field name of the 'OwnerId' polymorphic field to use in an INSERT/UPDATE/UPSERT statement |
| SOQL | String |
Specifies the SOQL query to execute against the Salesforce servers. If this pseudo column is set from the WHERE clause it will take precedence over the original query. |
| ExternalIdColumn | String |
Specifies the external Id column to use if performing an insert. If this value is specified, upsert will be used when the INSERT command is called. |
| FilterScope | String |
Optional scope to limit the records returned from queries. This property can take one of these values: Delegated, Everything, Mine, MineAndMyGroups, My_Territory, My_Team_Territory, or Team. |