Hi All,
The standard out-of-the-box Start Sync button in RCA. When a user clicks it, it:
- Sets the Quote as the Synced Quote on the associated Opportunity
- Populates the standard OOB Quote/Opportunity sync fields and links
- Syncs the Quote Lines to Opportunity Products
For our cancellation process, I’d like to automate this behavior. Instead of requiring the rep to manually click Start Sync, the cancellation automation should automatically sync the cancellation Quote to its associated Opportunity and then allow the Opportunity to be closed as part of the same process.
The issue I’m running into is that the fields involved for syncing on the Quote/Opportunity sync don’t appear to be available or updateable through Flow. From what I can tell, Start Sync is invoking a standard Salesforce/RCA sync page or process rather than simply updating fields.
Has anyone successfully invoked the same
Start Sync functionality programmatically?
Specifically, I’m wondering whether there is a supported way to:
- Trigger the standard RCA Quote → Opportunity sync from Flow
- Invoke it through Apex, an API, or another automation mechanism
I’d prefer to leverage the standard RCA sync functionality if possible so that the automated cancellation process behaves exactly the same way as a rep clicking Start Sync.
Any guidance on the supported approach or the underlying API/process that Start Sync
invokes would be greatly appreciated.
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VTG
What you need to do is not to update Quote but populate on Opportunity SyncedQuoteId. Field on Quote is rather formula representing if SyncedQuoteId = current Quote Id
