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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

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Amy Hogarth - 3 days ago

Needed please!
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Daniel Leser - 18 days ago

Needed
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James Cooper - 2 months ago

10 years and still waiting
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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.

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Abeer Alwakeel - 3 months ago

Very disappointed to see this feature not being looked at after all these years!
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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

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Rhydian Coombs - 5 months ago

Hi,

We had the same grievances, so wrote an App which is on the App Exchange. It can sync Fields from the both the Quote and QuoteLineItem Objects.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FADpFUAX

Take a look. It's free!

Rhyd.

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Jérémy Jourdan - 5 months ago

This should be an out-of-the-box feature. Quote are key for so many businesses, it's hard to understand that after 10 years this feature hasn't been delieved !! And no comments from Salesforce :(
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Jan Eakin - 6 months ago

Not just quote line item fields! I need Quote sync to sync additional quote fields to the opportunity.
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Nicole Wolf - 6 months ago

This should be included in the next release. It makes no sense why custom fields on the Opp line item can't be mapped to Quote Line items
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Manning Grinnan - 7 months ago

My client uses a Multiplier__c instead of a discount. It would GREATLY simplify our work-around if I could sync a custom field with the value of the Multiplier__C
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Cdg Admin - 8 months ago
This feature should really be native in salesforce without going through an app
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Rhydian Coombs - 1 year ago

Hi all,

There is an App that does this. It's called 'Alpha Easy Sync', and it's free.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FADpFUAX

I have to admit I have a vested interest in the App as I developed it :). Any feedback is much appreciated.

Cheers,

Rhyd.

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Renu Adhikari - 1 year ago

This is a must have feature.
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Šhïñµ Ç M - 1 year ago

As a work around , can create a formula field in ‘Quote Line Items’ by using the formula ‘OpportunityLineItem.Id’ ( Don’t use wizard, type it manually) which will fetch the ‘ID’ of the corresponding ‘Opportunity Line item’ for reference between ‘Opportunity Line Items’ and ‘Quote Line Items’.
Like wise can create formula fields for all the custom fields by using the formula ‘OpportunityLineItem.<Custom Field API Name>’ and this formula fields can be used in reports/PDF in Quote .
For Example, custom field in ‘Opportunity Line Item’ is ‘Test_Field__C’ then use the formula in formula field ‘Quote Line Item’ object as ‘OpportunityLineItem.Test_Field__C’