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Custom Quote Sync (Unmanaged)

Quote Sync

Overview

This app allows you to configure custom fields mapping between Opportunity and Quote, and custom fields on OpportunityLineItem and QuoteLineItem. The mapped fields will be synchronized automatically similar to the standard Quote Sync process.

  • Configure fields mapping between Quote/QuoteLineItem and Opportunity/OpportuniltyLineItem

  • Automatically sync fields between Quote/QuoteLineItem and Opportunity/OpportuniltyLineItem

  • Work seamlessly with the standard Quote Sync process

Post Installation Setup Guide: 1. Configure Quote custom fields mapping thru Custom Setting - Go to Setup | Develop | Custom Settings | Quote Sync Fields | Manage | New - Set the Name value to a Quote field, and set the Opportunity Sync Field value to the corresponding field to sync on Opportunity. 2. Configure QuoteLineItem custom fields mapping thru Custom Setting - Go to Setup | Develop | Custom Settings | QuoteLineItem Sync Fields | Manage | New - Set the Name value to a QuoteLineItem field, and set the OpportunityLineItem Sync Field value to the corresponding field to sync on OpportunityLineItem. NOTE: Version 1.4 of the app have been released, the following issues are fixed 1. No longer required to use all lowercase character for your field mappings value. 2. Syncing of matching or duplicate quote/opp line items are handled correctly based on sort order Version 1.6 is released (5/3/2013) 1. Fixed issue for checkbox field (boolean) value not syncing during create and update.

Categories

Business Needs
Quotes & Orders
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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