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Custom Quote Sync — Effortless Quote to Opportunity Field Sync for Salesforce
Effortlessly sync custom fields between the syncing quote and opportunity
- Business Need
- SalesCommerceQuotes & Orders
- Requires
- Sales Cloud
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.
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Showing 4 of 4 Reviews
Worked well initially, but receiving errors now
In my sandbox, I keep getting the error "cb0x.OLISyncTrigger: execution of AfterInsert caused by: System.DmlException: Update failed. First exception on row 0 with id 00kRT00000A24ubYAB; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, cb0x.OLISyncTrigger: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id 0QLRT000004x2GP4AY; first error: INVALID_OPERATION, Attempted to sync object 00kRT00000A24ub which was previously synced in this transaction: [] (cb0x): [] (cb0x)" I tried to set Active to false in the Quote Sync Setting custom meta data type, but then got this error: "cb0x.OppSyncTrigger2: execution of AfterUpdate caused by: System.NullPointerException: Attempt to de-reference a null object (cb0x)"
Great and very helpful team!
This has been a great solution to enhance our QTC operations in salesforce. Super easy for reps to use and considering this is a free offering, their team has been super helpful in troubleshooting with us!
Its kinda bugged
The feature works really well when I update the QLI and it reflects on the OLI but other way around doesn't seem to be working. I have made the settings to bidirectional for both parent and line, I have also made sure that My API names do match exactly and I have selected avoid recursion feature
Easy to setup and works great
I love that this app uses the standard sync functionality. Its a little bit more complex to configure than other solutions but works really well. I had a small issue getting some of my QLIs to sync over into the Opp but was able to fix that with a simple edit to one of my automations. This app saved me a ton of time from building something custom.
Veena definitely drop us a note at support@candyboxcrm.com