I've implemented DocuSign for Quotes, and after a document is signed, it updates the Status field of the related Quote. Now, I'm trying to get the quote to be synced automatically after the status changes to 'Completed' (I'm going to change the field it uses, it currently is in sandbox), but having little to no experience with Flow Designer I find myself stuck.
Does anybody know if this is possible, and if so, could give me a hand on getting it done? I'm trying to decrease the time it takes to our sales rep to sync their quotes with opportunities, and this would be a great improvement.
Thanks!
1 个回答
Hi Joaquin,
Here are posts which you might find helpful:
https://automationchampion.com/tag/auto-sync-quote-with-opportunity-trigger-code/
https://success.salesforce.com/answers?id=906300000015A1wAAE
Thanks!
