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prakashedl Sync between Opportunity line item and quote line item
I would like to sync between opportunity line item and quote line item. I have a few custom fields defined in addition to standard fields in both quote line item and opportunity line item objects. Custom fields in both objects are exact replica. Would the standard sync functionality available help in this? Currently, it doesn't copy over custom fields. I am eager to know, if I can reuse and tweak standard functionality to get this working. Thank you for your help
I also have the exact same need. Does anyone know how this is done?
We found the same problem... right now Quotes is too strict, a sync between quote and opportunity for custom fields is a must have.
Hi
This is a required feature to make quotes useable
I have posted this as an idea. please view https://sites.secure.force.com/ideaexchange/ideaView?c=09a30000000D9xt&id=08730000000HpBH&returnUrl=%2Fapex%2FideaList%3Fc%3D09a30000000D9xt%26sort%3Drecent
regards
Mark Riley
Can I call the sync method using apex?
Check this in AppExchange
https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000003IlfVEAS
Custom Quote Sync
App by Force.com Labs 11/2/2010
I tried this app and apparently it worked great... but I found out that for fields that have a 'default value' defined on the QuoteLineItem, that default value is overwriting the value that should be synced.
Anyone had this problem and know how to solve it?
I am having the exact same problem. Looking for help defaulting quote line items if the user decides to add items to the quote first instead of the opportunity products.
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html
Please like this post if above link is helpful
Thanks
Amit Chaudhary
http://rajgulshan.blogspot.in/2017/05/sync-quote-line-item-custom-fields-with.html