Works mostly as expected, great support

I was really happy to find this app, as it saved me a ton of time from building something custom. I had an issue getting the app to work once I moved it to production, but Coolhandcoders was quick to respond when I reached out for help and it turned out to be an easy fix. I have a lot of custom automations and it didn't work perfectly for me.

Thanks Anthony, I know we have been in contact regarding an issue you flagged which was sorted, but you mention it doesn't work for some automations you have. Would love to here what these are, so that we might be able to fix them - Rhyd@Coolhandcoders

I like this function but...

It's working excellent. But here's something uncomfortable. 1. the screen after clicking 'Easy Sync' and other sentences need to be translated in different language. 2. To have permission, add the permission set to Users who are not admin. So, all users who have the permission set can see the app even though extract profiles on App manager. 3. On Navigation Bar on App Manager, I can't remove Quote and Opportunity. (I want to leave only Configuration)

It just works!

A big thank you to the author! I have a single custom field in Quote Lines with extensive logic applied, but it wasn’t functioning with the standard sync. This app resolved the issue and saved my work. Much appreciated! I’d like to suggest an improvement: consider adding an option to bypass the confirmation screen with the list of mappings after clicking the button. Regular users do not need this step—they simply need to click “Easy Sync” and that’s it.

Thanks for the review. Regarding your suggestion...Sounds like you are using the Easy Sync Button. If you are using Salesforce Lightning, there is a also an Action button also called 'Easy Sync' that still shows a confirmation screen, but it is a popup, so a little easier to use.

Fantastic app - intuitive UI, and even better customer service.

MY ORIGINAL REVIEW: Fantastic little UI for much needed functionality but missing some key features - namely the ability to sync all field types including formulas & lookups. If our org could have OLI's linked to QLI's with lookups, and copy some of the pricing formula fields from QLI into the OLI, then we could radically improve our invoicing automation + workflow. Would happily pay for these features, but unfortunately in it's current state the app is too limited to be useful - however the dev is onto something with the great UI and concept! MY NEW REVIEW: Developer got back to me within 12 hours of my review, updated the app to enable formula field syncing, explained how lookups work - and I was able to address any remaining minor issues with a flow. This developer deserves success for a truly useful app and the best support you can find.

Hi Rhys, Thanks for the review and suggestions that would make the App suitable for you and your Organisation to use. I took a look at the source code and lookups can currently be synced in line items. So I am a little confused about this. I tested adding a Contact lookup to both an OLI and QLI and they synced fine. Let me know if still have an issue. I've also deployed a new version of the App (4.12) to the App Exchange which allows for Formula Fields to be synced. I also did a push upgrade on all Salesforce Orgs that has 4.11 installed, so it may have automatically been upgraded for you. NB: Obviously when a formula Field is synced, the sync only goes one way from the formula Field to the editable Field, and not the other way. Let me know how you get on. Rhyd.

Good - but not working for formula fields on OpportunityLineItem

Unfortunately does not work for formula fields on OpportunityLineItem object.

Hi Matthias, Thanks for the review and suggestion that formula Fields should be included. I've deployed a new version of the App (4.12) to the App Exchange which now allows Formula Fields to be synced. I also did a push upgrade on all Salesforce Orgs that has 4.11 installed, so it may have automatically been upgraded for you. NB: Obviously when a formula Field is synced, the sync only goes one way from the formula Field to the editable Field, and not the other way. Please let me know your feedback. Rhyd.

Easy to Install, great support, much needed functionality

We tested this app thoroughly in sandbox orgs and ultimately decided to install it in production. It has been really easy to learn and configure and our team has been thrilled with its functionality so far. I reach out to support with a question and they responded quickly and updated documentation within the week to reflect the response. I highly recommend Easy Sync for use in syncing your Quote Line Items and Opportunity Products, especially custom fields on them. For us, it replaced an old installed package that was running on a retired API.

Easy and Reliable

We needed to sync additional (custom) fields between Opp-and-Quote (both ways), and between OppProd-and-QuoteLineItem (both ways). Alpha Easy Sync just works. Quick install, and virtually zero issues. Only small improvement we'd like to see - offer the ability to change the button label for "Easy Add" - we'd give it a clearer name.

Great App and Great Support

This app very nicely fills a whole in the native Salesforce quote syncing functionality and it works well. I also received great support. We had an issue with this interfering with an existing Flow in our org and I emailed for support and new code was deployed to resolve the issue was resolved within less than 24 hours.

Great App but would love a way to fully automate

This app has helped with keeping our custom fields in sync, but we would love for the sync to automatically start upon Quote creation without the need for the user to use the "Easy Add" button; use native "New Quote" and have the sync start automatically.

Great Support

This is a Great app to sync custom fields between Opportunities and Quotes. We had a syncing issue within our Salesforce org and emailed Support, which was very quick to respond and fixed the issue immediately on their end.

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