AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Custom Quote Sync — Effortless Quote to Opportunity Field Sync for Salesforce

Effortlessly sync custom fields between the syncing quote and opportunity

Overview

Instantly sync Quotes and Opportunities — including custom fields and line items — without flows, code, or complex setup. Dynamic sync can sync fields with no configuration required.

1 of 6

  • Dynamic Sync - Instantly sync fields with matching API names — no configuration needed.

  • Custom Field Mapping - Create syncs between non-matching fields, defining direction and behavior.

  • Field Exclusions – Exclude specific fields from syncing to maintain control.

  • Sync Direction – Choose to sync from Quote/Quote Line to Opportunity/Opportunity Product, the reverse, both, or not at all. Configure separately at parent and line level for full control.

  • Delayed Parent Sync – Delay syncs between Quote and Opportunity to let other automations finish.

  • Async Mode – Run syncs asynchronously to improve performance for large data volumes.

  • Deactivate Custom Field Mappings – Temporarily disable mappings for testing without deleting them.

  • Quote Sync Log – Captures and stores sync errors for easy review and troubleshooting.

Custom Quote Sync by Candybox supercharges Salesforce’s native Quote-to-Opportunity sync. It automatically keeps your Quotes, Quote Line Items, Opportunities, and Opportunity Products aligned — even for custom fields Salesforce doesn’t natively support. Designed for Salesforce admins, architects, and RevOps teams, it lets you: Instantly enable sync between Quote and Opportunity with zero configuration (Dynamic Sync) Define your own mappings for custom fields and control the direction of sync Exclude or delay syncs to avoid overwriting key data or conflicting with automation Troubleshoot easily with full sync logs and temporary deactivation options Whether you’re managing complex quoting flows or just need a fast, reliable connection between Quote and Opportunity data, Custom Quote Sync gives you total control and peace of mind.

Categories

Business Needs
Sales
Commerce
Quotes & Orders
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from Candybox

  • RevOps Advisors for SaaS - Candybox
    by Candybox
    Candybox is a Salesforce and Revenue Operations partner helping B2B SaaS companies build scalable GTM systems. Our team supports everything from CPQ and lead routing to lifecycle automation and integrations with tools like HubSpot, Stripe and Chili Piper.