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Sync Quotes and Opportunities
Link a quote to the opportunity that it was created from. That way, updates to one record are always reflected in the other.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To sync quotes: | Create on quotes |
- Open the quote that you want to sync, and then click Start Sync.
-
Follow the prompts until the quote and opportunity are synced.
The opportunity’s Synced Quote field and quotes related list identify the quote that’s synced.
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To stop syncing between a quote and an opportunity, open the synced quote, and then
click Stop Sync.
Updates are no longer synced between the records.
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To sync a different quote with an opportunity, follow the steps for syncing a
quote.
The previously synced quote stops syncing, and the new quote starts.
When you sync a Quote to an Opportunity, the system matches these fields.
| Opportunity | Quote |
|---|---|
| SyncedQuote | IsSyncing |
| Pricebook2 | Pricebook2 |
| Amount | TotalPrice |
| Subtotal | |
| TotalOpportunityQuantity | LineItemCount |
Note
The Amount field on the Opportunity syncs with the TotalPrice field on the Quote, which is calculated as the subtotal of all line items.
When you sync a QuoteLineItem to an OpportunityLineItem, the system matches these fields.
| OpportunityLineitem | Quotelineitem |
|---|---|
| Quantity | Quantity |
| UnitPrice | UnitPrice |
| ServiceDate | ServiceDate |
| Discount | Discount |
When you sync a QuoteLineItem to an OpportunityLineItem in Revenue Cloud, the system matches these additional fields.
| OpportunityLineitem | Quotelineitem |
|---|---|
| HasRevenueSchedule | HasRevenueSchedule |
| HasQuantitySchedule | HasQuantitySchedule |
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