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Nimble Action: Add Registration products to Proforma

Overview

The Add Registration products to Proforma Nimble Action is specifically tailored for associations to seamlessly integrate registration 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 registration products into their order processing.

Associations often seek mechanisms that enable them to incorporate registration into their order management system without friction, and Nimble AMS is introducing the Add Registration products to Proforma to serve this exact purpose. This ensures that registration products that are included 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 products ids

Text

The product Ids of Registration products.

Order Id

Text

The ID of the order the registration is linked to. (Ex. if a registration is added to an existing order)

Selected Price Class Id

Text

ID of the price class to apply to the registration 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.

Nimble Actions Library

Invocable Actions (Salesforce)

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