When a user marks a Quote as Primary, Quote-to-Opportunity synchronization should also be enabled for that Quote?
To achieve this, I am using the standard syncQuoteOpportunity action in my Flow and have enabled Enable Asynchronous Opportunity Sync in Revenue Settings but still it is not working although the flow is working properly but it is not syncing the QLI to OLI, so is there any other considerations to use.
#Revenue Cloud #Salesforce Revenue Cloud #Revenue Management System
@Ayush Negi Please refer to the official Salesforce documentation for the setup and considerations for Quote-to-Opportunity synchronization in Revenue Cloud:
Additionally, please verify the following:
- Ensure that the Quote is correctly associated with the intended Opportunity and that both records use the same Price Book (Pricebook2Id).
- Check that the Flow invokes the standard syncQuoteOpportunity action with the correct Quote ID.
- When the Flow invokes the sync action, verify whether the Syncing checkbox on the Quote becomes checked. If it does, this indicates that synchronization has been initiated, but it does not necessarily confirm successful completion.
Hope this helps!
#Crystal Lotus Solutions