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Mark Riley
Enable Quotes to sync custom line item fields
Opportunities & Quotes
provide the facility to sync custom opportunity line item fields with matching custom quote line item fields
Merge Idea · Flag
Amy Hogarth - 3 days ago
Daniel Leser - 18 days ago
James Cooper - 2 months ago
Matt Shonkwiler - 2 months ago
@Wojciech Nowak Thanks for the recommended workaround, but CPQ is an add-on product which is expensive and complicated.Salesforce's own documentation says "Quote syncing lets you link a quote to the opportunity that it was created from and synchronize all updates between the two records." (Notice it says "all updates" not "a few native fields")As @Caleb Sidel and others have mentioned, it's possible to install add-ons or create automation to sync the custom fields, but it could cause you to hit governor limits. Ideally Salesforce will just allow the native funcionality to work as it does in CPQ.The bottom line is, Salesforce has a native built-in sync function, so it should work as advertised.
Abeer Alwakeel - 3 months ago
Wojciech Nowak - 4 months ago
The solution for this is implemented and it is called CPQ twin-fields.
The only thing you need to do is create a pair of exactly the same fields (API name + field type) on supported pairs of objects. E.g. if you have a field with API name A__c of type T on OpportunityLineItem create corresponding A__c field of type T on SBQQ__QuoteLine__c. Voilà, now field A__c syncs between those two objects.
Ref: https://help.salesforce.com/articleView?id=cpq_twin_fields.htm&type=5
Rhydian Coombs - 5 months ago
Jérémy Jourdan - 5 months ago
Jan Eakin - 6 months ago
Nicole Wolf - 6 months ago
Manning Grinnan - 7 months ago
Cdg Admin - 8 months ago
This feature should really be native in salesforce without going through an app
Rhydian Coombs - 1 year ago
Renu Adhikari - 1 year ago
Šhïñµ Ç M - 1 year ago
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
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