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Custom Quote Sync (Unmanaged)

Quote Sync

Free  

Never requires payment

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Business Need
Quotes & Orders

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.

    Compatibility

    Salesforce Editions
    Enterprise
    Unlimited
    Developer

    App Details

    Version
    Custom Quote Sync (Unmanaged)/1.6 1.6.0
    Listed On
    11/09/2010
    Latest Release
    01/09/2023
    Supported 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
    Package Contents
    If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
    Custom Objects: 2
    Custom Tabs: 0
    Custom Apps: 0
    Lightning Components
    Global: 0
    App Builder: 0
    Community Builder: 0
    Languages
    English

    Security

    This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
    Last Reviewed Version
    The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
    1.6.0
    Last Reviewed Date
    The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
    07/01/2020

    Additional Details

    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.

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