Nimble Action: Add to Proforma
Overview
The Add 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 membership products into their order processing.
Associations often seek mechanisms that enable them to incorporate memberships 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 constituent memberships 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. |
End Date | Date | The membership end date. |
Membership Type Product Link Ids | Text | The ID of the membership record type that is linked to the membership product. |
Order Id | Text | The ID of the order the membership is linked to. (Ex. if a membership is added to an existing order) |
Selected Price Class Id | Text | ID of the price class to apply to the membership product. |
Start Date | Date | The membership start date. |
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. |