Accessing Line Item Details in Salesforce Quotes - A Guide for Make.com Users

Problem: Accessing Line Item Details in Salesforce Quotes

When working with Salesforce, you may encounter a situation where you have a record type Quotes, but when you get a quote, it only shows the details of the object and not the details of the line items. It might show you the count of items but not the line item details. This can be frustrating if you need those details for your work.

Solution: Query the QuoteLineItem Object

The solution to this problem lies in understanding that line items are in a different Salesforce Object. You need to use the QuoteId to query the QuoteLineItem Object. This can be done by calling a query like the following:

SELECT Id,Quantity,Sales_Metric_c,Sale_Price_c FROM QuoteLineItem WHERE QuoteId = ‘0Q00C000000E0MjSAK’

This query will return the Id, Quantity, Sales_Metric_c, and Sale_Price_c from the QuoteLineItem where the QuoteId matches the one you provide.

Troubleshooting Tips

If you're still not getting the expected result after running this query, make sure that you're using the correct QuoteId. Also, check that the fields you're trying to access (in this case, Id, Quantity, Sales_Metric_c, and Sale_Price_c) exist in the QuoteLineItem Object and that you have the necessary permissions to access them.

Conclusion

Accessing line item details in Salesforce Quotes can be a bit tricky due to the way Salesforce structures its data. However, by understanding that line items are stored in a separate object and knowing how to query this object, you can easily access the information you need. Remember to use the correct QuoteId and ensure that you have the necessary permissions to access the fields you're interested in.

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