Nimble Action: Add Merchandise product to Proforma
Overview
The Add Merchandise product to Proforma Nimble Action is specifically tailored for associations to seamlessly integrate membership products into their pro forma orders. Nimble Actions are Nimble AMS specific Salesforce Apex Actions, designed with App builders in mind, to configure in the association’s org and automate the inclusion of merchandise products into their order processing.
Associations often seek mechanisms that enable them to incorporate merchandise into their order management system without friction, and Nimble AMS is introducing the Add to Proforma action to serve this exact purpose. This ensures that merchandise products that constituents include in an order are seamlessly processed within the overarching Pro forma Order architecture.
Input
Input | Type | Description |
|---|---|---|
Bill To Id | Text | The salesforce ID of the billed account. |
Customer Id | Text | Salesforce ID of the account placing the order. |
List of Merchandise products ids | Text | The product Ids of Merchandise products. |
Order Id | Text | The ID of the order the merchandise is linked to. (Ex. if a merchandise is added to an existing order) |
Selected Price Class Id | Text | ID of the price class to apply to the membership product. |
Output
Output | Type | Description |
|---|---|---|
Error Message | Text | An error is returned if the process fails. That is, the screen is populated with an error message if Success is false. |
Is Success | Boolean | This indicates whether the process was successful or not. If True, then the operation was successful. |
Order Id | Text | ID of the order that is returned, and this matches the Input order Id. |