Skip to main content
We are using the professional edition.  

 

So we want all Quotes to "Start Syncing" when we create them.  Is there anyway that the "Start Syncing" defaults to being "On" automatically?

 

 
1 件の回答
  1. 2016年10月10日 3:31
    You can write an on insert trigger on quote and find its corresponding opportunity. then for that opporutnity you need to Opportunity.SyncedQuoteId = CurrentQuoteId. Update the opportunity and your quote will start syncing automatically.
0/9000