Send additional data to Salesforce with Opportunity creation
This is part of the research issue #1252 (closed).
Additional data has to be sent when a Salesforce Opportunity is created/update to create more object. This should happen whenever the service CreateSalesforceOpportunityService is invoked. The additional data will create a Quote, Quote Amendment, Quote Rate Plan and Quote Rate Plan Charge in Salesforce along with the Opportunity. We will need a service for each of those object creations.
The following data as originally described in this comment is needed to create the objects:
Quote (zqu__Quote__c)
| Field Name | Field API Name | Value |
|---|---|---|
| Opportunity | zqu__Opportunity__c | id of the Opportunity |
| Start Date | zqu__StartDate__c | today's date |
| Initial Term | zqu__initialTerm__c | 12 |
| Renewal Term | zqu__renewalTerm__c | 12 |
| Bill To Contact | zqu__BillToContact__c | id of the contact used for the Opportunity or a new one |
| Sold To Contact | zqu__SoldToContact__c | id as the Bill To |
| Currency | zqu__Currency__c | 'USD' |
| Name | name | any string |
Quote Amendment (zqu__QuoteAmendment__c)
| Field Name | Field API Name | Value |
|---|---|---|
| Quote | zqu__Quote__c | id of the Quote you created above |
| Type | zqu__Type__c | 'NewProduct' |
Quote Rate Plan (zqu__QuoteRatePlan__c)
| Field Name | Field API Name | Value |
|---|---|---|
| Quote | zqu__Quote__c | id of the Quote you created above |
| Quote Amendment | zqu__QuoteAmendment__c | id of the Quote Amendment you created above |
| Product Rate Plan | zqu__ProductRatePlan__c | the id of the Product Rate Plan returned from this query: [SELECT id, zqu__ZuoraId__c FROM zqu__ProductRatePlan__c WHERE zqu__ZuoraId__c = '2c92c0f86716796f01671a8e683821f2' LIMIT 1]
|
| Product Rate Plan Zuora Id | zqu__ProductRatePlanZuoraId__c | the zqu__ZuoraId__c of the Product Rate Plan returned from the query to find the Product Rate Plan id |
| Amendment Type | zqu__AmendmentType__c | 'NewProduct' |
Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) (Effective Price is optional, but it can determine MRR)
| Field Name | Field API Name | Value |
|---|---|---|
| Quote Rate Plan | zqu__QuoteRatePlan__c | id of the Quote Rate Plan created above |
| Quote | Quote__c | id of the Quote created above |
| Product Rate Plan Charge | zqu__ProductRatePlanCharge__c | the id of the Product Rate Plan Charge returned from this query: [SELECT id, zqu__ZuoraId__c FROM zqu__ProductRatePlanCharge__c WHERE zqu__ZuoraId__c = '2c92c0f86716796f01671a8e685321f4' LIMIT 1]
|
| Quantity | zqu__Quantity__c | 1 |
| Product Rate Plan Charge Zuora Id | zqu__ProductRatePlanChargeZuoraId__c | the zqu__ZuoraId__c of the Product Rate Plan Charge returned in the query for the Product Rate Plan |
| Currency | zqu__Currency__c | 'USD' |
| Effective Price | zqu__EffectivePrice__c | this is optional, but it's a decimal of size 11,7 |
Edited by Vladlena Shumilo