How to Handle Quotes in Managed Packages?

Question

When developing a managed package that includes features relying on Salesforce objects like Quotes, you might encounter issues in orgs where those objects are not enabled. For example, attempting to reference the Quote object or related entities directly in your Apex code could result in an error such as Invalid type: QuoteDocument if the org does not have Quotes enabled.

Answer

To address this, you need to design your package in a way that gracefully handles the absence of the Quotes feature. Below are approaches to achieve this, including examples:

Approach 1: Use Dynamic SOQL Queries

Instead of using static SOQL queries that explicitly reference the Quote object, you can use dynamic SOQL. This approach allows your code to handle the absence of the object without causing compilation issues.

Here’s an example:

String query = 'SELECT Name, Status, GrandTotal FROM Quote';
try {
    List<SObject> quotes = Database.query(query);
    for (SObject quote : quotes) {
        System.debug(quote.get('Id') + ': ' + quote.get('GrandTotal'));
    }
} catch (QueryException e) {
    System.debug('Quotes are not enabled in this org.');
}

Dynamic SOQL avoids static type validation, so your code won’t fail during deployment to an org where Quotes are not enabled.

Approach 2: Dynamically Handle the SObject Type

You can dynamically interact with the Quote object and other related objects by using the Type class. This allows your code to instantiate and work with objects only if they exist in the org.

Here’s an example of dynamically creating and inserting a Quote record:

Type quoteType = Type.forName('Quote');
if (quoteType != null) {
    SObject quote = (SObject) quoteType.newInstance();
    quote.put('Name', 'Sample Quote');
    quote.put('OpportunityId', '006AU00000G5F6sYAF'); // Replace with a valid Opportunity ID
    try {
        insert quote;
        System.debug('Quote inserted successfully: ' + quote.get('Id'));
    } catch (Exception e) {
        System.debug('Error inserting quote: ' + e.getMessage());
    }
} else {
    System.debug('Quotes are not enabled in this org.');
}

This approach ensures that your code does not attempt to interact with the Quote object unless it is supported in the target org.

Approach 3: Modularize Code with Feature Detection

You can modularize your code to check whether Quotes are enabled in the org before executing any logic related to the Quote object.

For example:

public static Boolean areQuotesEnabled() {
    try {
        String query = 'SELECT COUNT() FROM Quote';
        Integer count = Database.countQuery(query);
        return true;
    } catch (QueryException e) {
        return false;
    }
}

public static void performQuoteOperations() {
    if (areQuotesEnabled()) {
        // Perform operations with the Quote object
        System.debug('Quotes are enabled, proceeding with operations.');
    } else {
        System.debug('Quotes are not enabled, skipping operations.');
    }
}

This method ensures that your code explicitly verifies feature availability before attempting to execute dependent logic.

Summing Up

To handle Quotes in managed packages, ensure your code works in orgs where Quotes are not enabled by avoiding direct references to the Quote object. Use dynamic SOQL to query Quotes without static references, or leverage the Type class to dynamically check for the object’s existence before interacting with it. Alternatively, implement feature detection by querying the Quote object in a try-catch block and executing dependent logic only if Quotes are enabled. These methods ensure your package is deployable and functional in all org environments.

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