How to Get Data from CRM
To get data from a CRM, Pricefx should be placed into CRM system. Currently, Pricefx doesn’t have any possibility to access CRM system data outside the CRM (except PlatformManager).
Use getPayload
export const quotesDetailSubmitPre = async ({ api: { crmManager } }) => {
const payload = await crmManager.getPayload();
console.log(payload);
};
Returns data from the current CRM page. For example: if getPayload is triggered under account page in Salesforce, getPayload will return all data from that specific account: accountId, accountName and etc.