Salesforce Quotes Tips: Custom Fields Sync

In one of our recent projects, we are dealing with Quotes and Opportunities in Salesforce. We find that the Quote feature useful when it comes to creating quotation and opportunity data sync.

 

Within an opportunity, you can create multiple quotes which consist of quote details and quote line items. You can also save the quote as a PDF and send it to the customer. Let’s say if the customer has agreed to the quote, you can then sync the quote line items to update the opportunity line items. After the initial sync, updates to the quote line items and opportunity products will automatically be synced in bidirectional.

 

However, custom field sync between Quote and Opportunity is not supported out-of-box. You can see the feature request here:

 

https://success.salesforce.com/ideaview?id=08730000000HpBHAA0

 

Let’s hope that Salesforce will enhance this feature soon. Meanwhile, we just have to use a workaround to achieve this.

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