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Automate Your Business Processes with Salesforce Flow
Sync Quote to Opportunity

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Sync Quote to Opportunity

This action syncs quote line items to opportunity line items. This action is available in flow running API version 68.0 and later

Required Editions

Available in: Lightning Experience
View supported editions.

In Flow Builder, add an Action element to your flow. In the field to search actions, enter Sync Quote to Opportunity, and then select Sync Quote to Opportunity.

Set Input Values

Field Description
Quote ID

Required. The ID of the quote record to sync with an opportunity. Specify only one quote ID.

Store Output Values

Field Description
Async Operation Tracker ID

The asynchronous operation tracker ID for monitoring the sync process.
 
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