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These objects are defined only for those organizations that have products enabled as a feature. If the organization does not
have the products feature enabled, the Pricebook2 object does not appear in the 
describeGlobal()
call, and you cannot
access it via the API.
If you delete a Pricebook2, while a line item references PricebookEntry in the price book, the line item is unaffected, but the
Pricebook2 will be archived and unavailable from the API.
For a visual diagram of the relationships between Pricebook2 and other objects, see Product and Schedule Objects.
Price Book Setup
The process of setting up a price book via the API usually means:
1. Initially loading product data from your organization into Product2 objects (calling 
create()
for each product that you
want to add).
2. For each Product2 object, creating a PricebookEntry that links the Product2 object to the standard Pricebook2. You need
to define a standard price for a product at a given currency (if you have multicurrency enabled), before defining a price for
that product in the same currency in a custom price book.
3. Creating a custom Pricebook2.
4. Querying the Pricebook2 object to obtain their IDs.
5. For each Pricebook2 object, creating a PricebookEntry for every Product2 that you want to add, specifying unique properties
for each PricebookEntry (such as the 
UnitPrice
and 
CurrencyIsoCode
) as needed.
See Also:
Product and Schedule Objects
PricebookEntry
Represents a product entry (an association between a Pricebook2 and Product2) in a price book.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
Fields
Description
Field
Properties
Field Type
Field
Available only for organizations with the multicurrency
feature enabled. Contains the ISO code for any currency
allowed by the organization.
Filter
Restricted
picklist
picklist
CurrencyIsoCode
Indicates whether this object is active (
true
) or not (
false
).
Although you can never 
delete()
PricebookEntry objects,
Create
Defaulted
on create
boolean
IsActive
your client application can set this flag to 
false
. Inactive
PricebookEntry objects are hidden in many areas in the
Filter
Salesforce user interface. You can change this flag on a
PricebookEntry object as often as necessary.
Update
259
PricebookEntry
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Description
Field
Properties
Field Type
Field
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Name of this PricebookEntry object. This read-only field
references the value in the Name field of the Product2 object.
Label is Product Name.
Filter
Nillable
string
Name
Required. ID of the Pricebook2 object with which this object
is associated. Required field.This field must be specified in
Create
Filter
reference
Pricebook2Id
the 
create()
call. It cannot be changed in an 
update()
call. For information on IDs, see ID Field Type.
ID of the Product2 object with which this object is associated.
Required field.This field must be specified in the 
create()
Create
Filter
reference
Product2Id
call. It cannot be changed in an 
update()
call. For
information on IDs, see ID Field Type.
Product code for this object. This read-only field references
the value in the ProductCode field of the associated Product2
object.
Filter
Nillable
string
ProductCode
Required. Unit price for this object. You can specify a value
only if 
UseStandardPrice
is set to 
false
. Label is List
Price.
Create
Filter
Update
currency
UnitPrice
Indicates whether this object uses the standard price defined
in the standard Pricebook2 object (
true
) or not (
false
). If
Create
Defaulted
on create
boolean
UseStandardPrice
set to 
true
, then the 
UnitPrice
field is read-only, and the
value will be the same as the 
UnitPrice
value in the
Filter
corresponding PricebookEntry in the standard price book
(that is, the PricebookEntry object whose 
Pricebook2Id
Update
refers to the standard price book and whose 
Product2Id
and 
CurrencyIsoCode
are the same as this object). For
PricebookEntry objects associated with the standard
Pricebook2 object, this field must be set to 
true
.
Usage
Use this object to define the association between your organization’s products (Product2 object) and your organization’s
standard price book or to other, custom-defined price books ( Pricebook2 objects). Using this object allows you to configure
the standard price for a product in this price book or to override it with a custom value and, for multicurrency organizations,
to specify different currencies as well.
When your client application calls 
create()
, it must specify the IDs of the associated Pricebook2 object and Product2 object.
Once created, your client application cannot 
update()
these IDs.
This object is defined only for those organizations that have products enabled as a feature. If the organization does not have
the products feature enabled, then the PricebookEntry object does not appear in the 
describeGlobal()
call, and you cannot
access it.
260
PricebookEntry
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If you delete a PricebookEntry while a line item references it, the line item is unaffected, but the PricebookEntry will be
archived and unavailable from the API.
You must load the standard price for a product before you are permitted to load its custom price(s).
For a visual diagram of the relationships between PricebookEntry and other objects, see Product and Schedule Objects and
PriceBook2, Product2, and PricebookEntry Relationships.
See Also:
Standard and Custom Object Basics
ProcessInstance
Represents an instance of a single, end-to-end approval process.
Supported Calls
query()
,
retrieve()
Special Access Rules
Customer Portal users cannot access this object.
Fields
Description
Field
Properties
Field Type
Field
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
The status of this approval instance, for example Started,
Pending, or Approved.
Create
Filter
picklist
Status
Restricted
picklist
Update
ID of the object affected by this approval instance.
Create
Filter
reference
TargetObjectId
Update
261
ProcessInstance
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Usage
Use this object to create an approval process. See "What Are Approval Processes?" and "Managing Approval Processes" in
the Salesforce online help.
See Also:
ProcessInstanceHistory
ProcessInstanceStep
ProcessInstanceWorkitem
ProcessInstanceHistory
This read-only object contains information about the current state of an approval process (ProcessInstance).
Supported Calls
describeGlobal()
,
describeSObject()
,
describeSObjects()
Special Access Rules
Customer Portal users cannot access this object.
Fields
Description
Field
Properties
Field Type
Field
ID of the user who is currently assigned to this
ProcessInstance.
Filter
reference
ActorId
Comments from any ProcessInstanceStep in the
ProcessInstance.
Filter
Nillable
string
Comments
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
Indicates whether the ProcessInstance is pending (
true
) or
not (
false
).
Defaulted
on create
Filter
boolean
IsPending
ID of the user who was originally assigned this
ProcessInstance.
Filter
reference
OriginalActorId
ID of the ProcessInstance.
Filter
reference
ProcessInstanceId
Number of reminders that have been sent. Default is 0 (zero).
Filter
Nillable
int
RemindersSent
Indicates the current status of the ProcessInstanceStep.
Filter
Nillable
picklist
StepStatus
262
ProcessInstanceHistory
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Description
Field
Properties
Field Type
Field
Restricted
picklist
ID of the object being approved.
Filter
Nillable
reference
TargetObjectId
Usage
To retrieve this object, issue a describe call on an object, which will return a query result for each ProcessInstance since the
object was created. You cannot use 
query()
.
This object respects field-level security on the parent object.
See Also:
ProcessInstance
ProcessInstanceStep
ProcessInstanceWorkitem
ProcessInstanceStep
Represents one step in an approval process (ProcessInstance).
Supported Calls
query()
,
retrieve()
Special Access Rules
Customer Portal users cannot access this object.
Fields
Description
Field
Properties
Field Type
Field
ID of the user who is currently assigned to this approval step.
Create
Filter
reference
ActorId
Limited to 4,000 bytes.
Create
Filter
string
Comments
Nillable
ID of the user who was originally assigned to this approval
step.
Create
Filter
reference
OriginalActorId
ID of the ProcessInstance that this approval step belongs to.
Create
Filter
reference
ProcessInstanceId
263
ProcessInstanceStep
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Description
Field
Properties
Field Type
Field
The current status of this approval step, for example Pending
or Approved.
If the approval step requires unanimous approval and one
approver rejects the request, the value of this field for the
Create
Filter
Nillable
Restricted
picklist
picklist
StepStatus
other approvers changes to NoResponse. Likewise, if approval
is based on the first response and an approver responds, the
value of this field for the other approvers changes to
NoResponse.
Usage
Create, query, or retrieve a new step in an approval process (ProcessInstance).
See Also:
ProcessInstance
ProcessInstanceHistory
ProcessInstanceWorkitem
ProcessInstanceWorkitem
Represents a user's pending approval request.
Supported Calls
query()
,
retrieve()
Special Access Rules
Customer Portal users cannot access this object.
Fields
Description
Field
Properties
Field Type
Field
ID of the user who is currently responsible for approving an
approval request.
Create
Defaulted
on create
reference
ActorId
Filter
Update
Indicates whether the record has been moved to the Recycle
Bin (
true
) or not (
false
). Label is Deleted.
Defaulted
on create
Filter
boolean
IsDeleted
264
ProcessInstanceWorkitem
Description
Field
Properties
Field Type
Field
ID of the user who was originally assigned this approval
request.
Create
Filter
reference
OriginalActorId
Update
ID of the ProcessInstance associated with this approval
request.
Create
Filter
reference
ProcessInstanceId
Update
Usage
Use this object to manage a pending approval request for a user.
See Also:
ProcessInstance
ProcessInstanceHistory
ProcessInstanceStep
Product2
Represents a product that your organization sells.
Note: Products are represented by Product2 objects. The Product object has been deprecated.
Supported Calls
create()
,
update()
,
delete()
,
query()
,
search()
,
retrieve()
,
getDeleted()
,
getUpdated()
,
describeSObjects()
,
upsert()
Fields
Description
Field
Properties
Field Type
Field
Indicates whether the product can have a
quantity schedule (
true
) or not (
false
).
Label is Quantity Scheduling Enabled.
Defaulted
on create
Filter
boolean
CanUseQuantitySchedule
Indicates whether the product can have a
revenue schedule (
true
) or not (
false
).
Label is Revenue Scheduling Enabled.
Defaulted
on create
Filter
boolean
CanUseRevenueSchedule
265
Product2
Description
Field
Properties
Field Type
Field
Available only for organizations with the
multicurrency feature enabled. Contains the
Filter
Restricted
picklist
picklist
CurrencyIsoCode
ISO code for any currency allowed by the
organization.
The default price for this record.
Create
Filter
currency
DefaultPrice
Update
A text description of this record. Label is
Product Description.
Create
Filter
textarea
Description
Nillable
Update
Name of the product family associated with
this record. Product families are configured
Filter
Nillable
picklist
Family
as picklists in the Salesforce user interface.
To obtain a list of valid values, call
describeSObjects()
and process the
DescribeSObjectResult for the values
associated with the 
Family
field. Label is
Product Family.
Indicates whether this record is active
(
true
) or not (
false
). Inactive Product2s
Create
Defaulted
on create
boolean
IsActive
are hidden in many areas in the Salesforce
user interface. You can change the
Filter
IsActive
flag on a Product2 object as
often as necessary. Label is Active.
Update
Indicates whether the record has been
moved to the Recycle Bin (
true
) or not
(
false
).
Defaulted
on create
Filter
boolean
IsDeleted
Label is Deleted.
Required. Default name of this record.
Label is Product Name.
Create
Filter
string
Name
idLookup
Update
If the product has a quantity schedule, the
number of installments.
Filter
Nillable
int
NumberOfQuantityInstallments
If the product has a revenue schedule, the
number of installments.
Filter
Nillable
int
NumberofRevenueInstallments
266
Product2
Description
Field
Properties
Field Type
Field
Default product code for this record. The
product code naming pattern is defined by
your organization.
Create
Filter
Nillable
string
ProductCode
Update
If the product has a quantity schedule, the
amount of time covered by the schedule.
Filter
Nillable
picklist
QuantityInstallmentPeriod
Restricted
picklist
The type of the quantity schedule, if the
product has one.
Filter
Nillable
picklist
QuantityScheduleType
Restricted
picklist
If the product has a revenue schedule, the
period of time covered by the schedule.
Filter
Nillable
picklist
RevenueInstallmentPeriod
Restricted
picklist
The type of the revenue schedule, if the
product has one.
Filter
Nillable
picklist
RevenueScheduleType
Restricted
picklist
Schedule Fields
This object has several fields that are only used for schedules (for example, annuities).The API supports quantity and revenue
schedules on this object. Schedules are available only for those organizations that have the products and schedules features
enabled. If the organization does not have the schedules feature, the schedule fields do not appear in the DescribeSObjectResult,
and you cannot 
query()
,
create()
, or 
update()
the fields.
Schedule Enabled Flags
When enabling the schedules feature, organizations can decide whether to enable quantity schedules, revenue schedules, or
both. In addition, you can use the API to control quantity and revenue scheduling at the product level via the
CanUseQuantitySchedule
and 
CanUseRevenueSchedule
flags. A value of 
true
for either flag indicates that the product
and any OpportunityLineItems can have a schedule of that type.These flags can be set via a 
create()
or 
update()
call.
Default Schedule Fields
The remaining schedule fields for this object define default schedules. Default schedule values are used to create an
OpportunityLineItemSchedule when an OpportunityLineItem is created for the Product.
The default schedule fields support the following valid values (all fields are also nillable).
267
Product2
Valid Values
Field
Divide, Repeat
RevenueScheduleType
Daily, Weekly, Monthly, Quarterly, Yearly
RevenueInstallmentPeriod
Integer between 1 to 150, inclusive.
NumberOfRevenueInstallments
Divide, Repeat
QuantityScheduleType
Daily, Weekly, Monthly, Quarterly, Yearly
QuantityInstallmentPeriod
Integer between 1 to 150, inclusive.
NumberOfQuantityInstallments
When you attempt to set the schedule fields via a 
create()
or 
update()
call, the API applies cross-field integrity checks.
The integrity requirements are:
• If the schedule type is nil, the installment period and number of installments must be nil.
• If the schedule type is set to any value, then the installment period and number of installments must be non-nil.
Any 
create()
or 
update()
calls that fail these integrity checks are rejected with an error.
These default schedule fields, as well as 
CanUseQuantitySchedule
and 
CanUseRevenueSchedule
, are restricted picklist
fields and are available only if the organization has the schedules feature enabled.
Usage
Use this object to define the default product information for your organization. This object is associated by reference with
Pricebook2 objects via PricebookEntry objects.The same product can be represented in different price books as price book
entries. In fact, the same product can be represented multiple times (as separate PricebookEntry objects) in the same price
book with different prices and/or currencies. A product can only have one price for a given currency within the same price
book.To be used in custom price books, all standard prices must be added as price book entries to the standard price book.
You can 
query()
information about the products that have been configured for your organization. For example, you can
allow your client application to obtain valid product object IDs for use when configuring PricebookEntry objects via the API.
Your client application can perform the following tasks on PricebookEntry objects:
query()
create()
for the standard pricebook or custom pricebooks.
update()
delete()
• Change the 
IsActive
field in 
create()
or 
update()
calls
This object is defined only for those organizations that have products enabled as a feature. If the organization does not have
the products feature, this object does not appear in the 
describeGlobal()
call, and you cannot use 
describeSObjects()
or 
query()
with this object.
If you try to delete a product via the API but there is an opportunity that uses that product, the delete will fail.The workaround
is to delete the product in the Salesforce user interface, which gives you an option to archive the product.
For a visual diagram of the relationships between Product2 and other objects, see Product and Schedule Objects and PriceBook2,
Product2, and PricebookEntry Relationships.
See Also:
Standard and Custom Object Basics
268
Product2
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