Entry summary

Create the entries in the order shown. Each payload goes in the Code field of the admin entry. The JSON values are samples; you can use them as provided or modify the field and child relationship lists to suit your implementation.

GetCartSummaryForAgentForce

Returns the product configuration (cart) header with its line items and summary groups, so the agent can summarize a cart.

Base object: Apttus_Config2__ProductConfiguration__c

{
  "name": "Apttus_Config2__ProductConfiguration__c",
  "fields": [
    "Apttus_QPConfig__Proposald__r.Name",
    "Apttus_Config2__NumberOfItems__c",
    "Apttus_Config2__Status__c"
  ],
  "childRelationships": [
    {
      "fields": [
        "Apttus_Config2__ProductId__r.Name",
        "Apttus_Config2__OptionId__r.Name",
        "Apttus_Config2__LineStatus__c",
        "Apttus_Config2__ListPrice__c",
        "Apttus_Config2__NetPrice__c",
        "Apttus_Config2__Quantity__c"
      ],
      "relationshipName": "Apttus_Config2__LineItems__r"
    },
    {
      "fields": [
        "Name",
        "Apttus_Config2__GroupType__c",
        "Apttus_Config2__LineType__c",
        "Apttus_Config2__NetPrice__c"
      ],
      "relationshipName": "Apttus_Config2__SummaryGroups__r"
    }
  ]
}

APTS_QuoteMetadataForAgentForce

Returns quote header fields and the related proposal line items, so the agent can report on a quote.

Base object: Apttus_Proposal__Proposal__c

{
  "name": "Apttus_Proposal__Proposal__c",
  "fields": [
    "Name",
    "Apttus_Proposal__Approval_Stage__c",
    "Apttus_Proposal__Proposal_Name__c",
    "Apttus_Proposal__Payment_Term__c"
  ],
  "childRelationships": [
    {
      "fields": [
        "Name",
        "Apttus_Proposal__Description__c",
        "Apttus_QPConfig__TotalQuantity__c",
        "Apttus_QPConfig__NetPrice__c"
      ],
      "relationshipName": "Apttus_Proposal__R00N70000001yUfBEAU__r"
    }
  ]
}

APTS_CompareFavoritesForAgentforce

Returns the product configuration and its line items with charge type and list price, so the agent can compare favorite configurations.

Base object: Apttus_Config2__ProductConfiguration__c

{
  "name": "Apttus_Config2__ProductConfiguration__c",
  "fields": [
    "Name",
    "Apttus_Config2__Status__c"
  ],
  "childRelationships": [
    {
      "fields": [
        "Apttus_Config2__ProductId__r.Name",
        "Apttus_Config2__OptionId__r.Name",
        "Apttus_Config2__ChargeType__c",
        "Apttus_Config2__ListPrice__c"
      ],
      "relationshipName": "Apttus_Config2__LineItems__r"
    }
  ]
}

APTS_QuoteCompareMetadata

Defines the quote object and line item object used when the agent compares two quotes. This entry uses a quoteObject and lineItemObject structure rather than the name and childRelationships structure used by the other entries.

Base object: Apttus_Proposal__Proposal__c

{
  "quoteObject": {
    "apiName": "Apttus_Proposal__Proposal__c",
    "fields": [
      "Name",
      "Apttus_Proposal__Account__r.Name",
      "APTSMD_Grand_Total__c",
      "Apttus_Proposal__Net_Amount__c",
      "Apttus_Proposal__Discount_Percent__c",
      "Apttus_Proposal__Proposal_Expiration_Date__c",
      "Apttus_Proposal__Approval_Stage__c"
    ]
  },
  "lineItemObject": {
    "apiName": "Apttus_Proposal__Proposal_Line_Item__c",
    "relationshipField": "Apttus_Proposal__Proposal__c",
    "fields": [
      "Apttus_Proposal__Product__r.Name",
      "Apttus_QPConfig__Quantity2__c",
      "Apttus_QPConfig__OptionId__r.Name",
      "Apttus_QPConfig__OptionId__c"
    ]
  }
}

GetLineItemsForAgentForce

Returns line items with their product attribute values and adjustment line items, so the agent can explain line-level pricing.

Base object: Apttus_Config2__LineItem__c

{
  "name": "Apttus_Config2__LineItem__c",
  "fields": [
    "Name",
    "Apttus_Config2__LineNumber__c",
    "Apttus_Config2__LineStatus__c"
  ],
  "childRelationships": [
    {
      "fields": [
        "Name",
        "Apttus_Config2__Color__c"
      ],
      "relationshipName": "Apttus_Config2__ProductAttributeValues__r"
    },
    {
      "fields": [
        "Name",
        "Apttus_Config2__AdjustmentAmount__c",
        "Apttus_Config2__AdjustmentType__c",
        "Apttus_Config2__AdjustmentName__c"
      ],
      "relationshipName": "Apttus_Config2__AdjustmentLineItems__r"
    }
  ]
}