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Benjamin Chute 4 Auto-sync Product to Opportunity
Greetings,
I'm trying to help trouble-shoot an issue with a flow which is invoked by a process. The whole thing is supposed to result in an automatic synchronization between the product and opportunity.
Right now, if I add a quote to an opportunity which has a product, the quote will save but the product will disappear from the opportunity.
I'm trying to help trouble-shoot an issue with a flow which is invoked by a process. The whole thing is supposed to result in an automatic synchronization between the product and opportunity.
Right now, if I add a quote to an opportunity which has a product, the quote will save but the product will disappear from the opportunity.
You are just setting the Synced Quote to the opportunity. You may have to move the quote line items to Opportunity line items as well.
Thanks for the reply. Can you provide additional information? I'm not entirely certain how I would have to move the quote line items to Opportunity line items.