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Samuel Gonsalves 8Samuel Gonsalves 8 

Sync Custom field data of Opportunity Products and Quote Line Item

Hi Team,

I have a custom field Country__c into my quote line item and also the same into Opportunity Products. I enter the country details into my quote line item. When i start sync of that quote all the information get capture into opportunity product except the custom field "Country__c". Can anyone please help me out with this. I tried an app "Custom Quote Sync (Managed)" but that too doesnt work for me. Can anyone help me out with this or a code to achieve this.

Thanks in advance.

Regards,
Samuel
 
RamuRamu (Salesforce Developers) 
To answer your question, firstly there is no standard functionality which supports syncing of custom fields b/w quote and oppty products. There is already an idea in the idea exchange formum at the link https://success.salesforce.com/ideaView?id=08730000000HUCl

I came across another app that has the demo video on youtube at the link below. See if this app works for you

http://www.youtube.com/watch?v=NGqD0DDKMlE
Amit Chaudhary 8Amit Chaudhary 8
Try below link :-

http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html

Thanks,
Amit Chaudhary
Amit Chaudhary 8Amit Chaudhary 8
Hi Samuel,

QuoteLineItem to OpportunityLineItem :-

If you want to sync OpportunityLineItem form QuoteLineItem then please create a formula field.
You won't be able to create it using the wizard, but you can manually enter the "OpportunityLineItem.Id" as the formula, for a formula field on QuoteLineItem. 
After that to sync OpportunityLineItem from QuoteLineItem you can write a trigger. It will easy for you in this case you will get OpportunityLineItem.Id .

OpportunityLineItem to QuoteLineItem :-

Please try below code
http://amitsalesforce.blogspot.in/2014/11/syncing-custom-fields-between-quotes.html

Thanks,
Amit Chaudhary
Max Rice 12Max Rice 12
Thanks, Amit - your pointer worked... just type in the reference manually and ignore the wizard!

"You won't be able to create it using the wizard, but you can manually enter the "OpportunityLineItem.Id" as the formula, for a formula field on QuoteLineItem."
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As a work around , can create a formula field in ‘Quote Line Items’ by using the formula ‘OpportunityLineItem.Id’ ( Don’t use wizard, type it manually) which will fetch the ‘ID’ of the corresponding ‘Opportunity Line item’ for reference between ‘Opportunity Line Items’ and ‘Quote Line Items’.
 Like wise can create  formula fields for all the custom fields by using the formula OpportunityLineItem.<Custom Field API Name>’ and this formula fields can be used in reports/PDF in Quote .
For Example, custom field in ‘Opportunity Line Item’ is ‘Test_Field__C’ then use the formula in formula field ‘Quote Line Item’ object as ‘OpportunityLineItem.Test_Field__C