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Nimble Action: Add Miscellaneous, Advertising, Exhibitor, or Sponsorship products to Proforma Order

Overview

The Add Miscellaneous, Advertising, Exhibitor, or Sponsorship products to Proforma Order Nimble Action is specifically tailored for associations to seamlessly integrate Miscellaneous, Advertising, Exhibitor, or Sponsorship products into their proforma 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 these products into their order processing.

Associations often seek mechanisms that enable them to incorporate Miscellaneous, Advertising, Exhibitor, or Sponsorship products 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 orders are seamlessly processed within the overarching Proforma 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 products Ids

Text

The product Ids of Miscellaneous, Advertising, Exhibitor, or Sponsorship.

Order Id

Text

The ID of the order that the Miscellaneous, Advertising, Exhibitor, or Sponsorship is linked to. (Ex. if advertising 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 the is returned, and this matches the Input order Id.

Nimble Actions Library

Invocable Actions (Salesforce)

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