Syncing And Unsyncing Quote With Opportunity Using Flow And Process Builder
Auto Sync And Unsync Accepted Quote with Opportunity Using Flow And Process Builder Synced Quote is field on opportunity object. This field is lookup field with Quote object. IsSyncing field on Quote object is not a writable field. As we can not perform any action on IsSyncing field of Quote object. We have to make IsSyncing checkbox true using lookup filed (Synced Quote) on opportunity object. To automate Quote Sync Process, you have to populate the value in the Synced Quote field . 1 . Click on Name | Setup | App Setup | Create | Workflows & Approvals | Flows 2 . Click on New Flow , it will open flow canvas for you, now create one Text variable VarT_QuoteId to pass the Quote ID. We will use this variable in the flow, as shown in the following screenshot. Likewise, create one more Text variable VarT_OpportunityId to pass the Opportunity Id. 3 . The next st...