You need to sign in to do that
Don't have an account?
Samuel Gonsalves 8
Sync Custom field data of Opportunity Products and Quote Line Item
Hi Team,
I have a custom field Country__c into my quote line item and also the same into Opportunity Products. I enter the country details into my quote line item. When i start sync of that quote all the information get capture into opportunity product except the custom field "Country__c". Can anyone please help me out with this. I tried an app "Custom Quote Sync (Managed)" but that too doesnt work for me. Can anyone help me out with this or a code to achieve this.
Thanks in advance.
Regards,
Samuel
I have a custom field Country__c into my quote line item and also the same into Opportunity Products. I enter the country details into my quote line item. When i start sync of that quote all the information get capture into opportunity product except the custom field "Country__c". Can anyone please help me out with this. I tried an app "Custom Quote Sync (Managed)" but that too doesnt work for me. Can anyone help me out with this or a code to achieve this.
Thanks in advance.
Regards,
Samuel
I came across another app that has the demo video on youtube at the link below. See if this app works for you
http://www.youtube.com/watch?v=NGqD0DDKMlE
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html
Thanks,
Amit Chaudhary
QuoteLineItem to OpportunityLineItem :-
If you want to sync OpportunityLineItem form QuoteLineItem then please create a formula field.
You won't be able to create it using the wizard, but you can manually enter the "OpportunityLineItem.Id" as the formula, for a formula field on QuoteLineItem.
After that to sync OpportunityLineItem from QuoteLineItem you can write a trigger. It will easy for you in this case you will get OpportunityLineItem.Id .
OpportunityLineItem to QuoteLineItem :-
Please try below code
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html
Thanks,
Amit Chaudhary
"You won't be able to create it using the wizard, but you can manually enter the "OpportunityLineItem.Id" as the formula, for a formula field on QuoteLineItem."
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’