The sync process looks for Quote/Proposal records where the Primary field is marked as true. Standard Salesforce synchronization requires that a Salesforce Pricebook is assigned to the Opportunity to enable synchronization between Quote and Opportunity.Īn opportunity can have multiple quotes, but it can only sync with one quote at a time. In CPQ, the Price List object is used as a pricing container. If a quote/proposal is re-configured and the shopping cart is finalized, the new proposal line items will be copied to the opportunity’s product related list.Ī Pricebook is the standard Salesforce version of a price list or container of products and pricing. While a quote/proposal and an opportunity are synced, any addition or change to the list of products in the quote/proposal syncs with the list of products in the Opportunity. The Sales Price field on the Opportunity Product record is populated by the Proposal Line Item.Net Price field. The Amount of the Opportunity will reflect the summed total of the opportunity products. Product Code, Quantity, Quote Name, Sales Price, Subtotal, Total Price. When a Quote/Proposal is synced with an Opportunity, the Proposal Line Item records are copied to the Opportunity Products related list. This article will give you an overview of the Salesforce/Grow integration and. With Conga, they can continue to use these reports and the deep functionality that CPQ provides.
If it doesn't have a revenue schedule or only has a quantity schedule, this field can be updated. This field is read-only if the quote line item has a revenue schedule. This is especially important if you have configured sales reports using Opportunities with Products. To insert the TotalPrice for a quote line item via the API (given only a unit price and the quantity), calculate this field as the unit price multiplied by the quantity. This action updates the Opportunity Amount and maintains accuracy between the Quote/ Proposal and the Opportunity, both on the record and in reports. When using Salesforce without Conga, products are added to the opportunity manually or by synching with a standard Salesforce Quote record.ĬPQ can synchronize Proposal Line Items from a Quote Proposal to the related Opportunity. When you click on 'Start Sync' from a quote, whatever on the. This only seems to apply through the UI when clicking on 'New Quote'. Opportunity products are stored in a standard Salesforce object and represent the line items for an Opportunity. If you create a Quote from an existing Opportunity with products already on the opportunity, the Quote Line Items will be created for the quote (although you still need to click 'start sync' for it to be syncing). Salesforce provides forecast reports that drive off of the amount of the Opportunity and the associated Opportunity product records. A best practice for sales pipeline reports and forecasts in Salesforce is to display the amount of revenue and the products or services that are forecasted to be sold. Synchronization ensures that both the Quote/Proposal and Opportunity accurately reflect the current state of the Quote.
0 kommentar(er)
