जानिए कस्टम फ़ील्डस अपडेट होने पे कैसे Quotes को Sync करें। Quote Sync | Record Triggered Flows скачать в хорошем качестве

जानिए कस्टम फ़ील्डस अपडेट होने पे कैसे Quotes को Sync करें। Quote Sync | Record Triggered Flows

जानिए कस्टम फ़ील्डस अपडेट होने पे कैसे Quotes को Sync करें। Quote Sync | Record Triggered Flows About the video: There is a common problem many Salesforce users/customers face with sync quote functionality. This feature only sync quote line item with opportunity product when a value is changed in a standard field. The video demonstrates the solution that would invoke the sync between quote line item and opportunity product based on custom field value changes. It uses two formula fields and two flows. 1) Formula field on Opportunity Product object: Label: QuoteLineItem Id Return Type: Text Formula: QuoteLineItemId 2) Formula field on Quote Line Item object: Label: OpportunityProduct Id Return Type: Text Formula: OpportunityLineItem.Id Happy learning! Tags: flows, formula fields, quote syncs on custom fields, sync custom fields from quote line item to opportunity product, sync custom fields from opportunity product to quote line item, tech trivia, siddharth pandit, ================================================ Salesforce developer edition org (free for life time) signup https://developer.salesforce.com/signup For training inquiry: training@arithonsoftware.com WhatsApp: +91-820-840-0472 You may wanted to check out the following videos. Development: SOQL & SOSL:    • SOSL & SOQL | All you should Know | Salesf...   Apex Basics:    • Apex Basics | Variables, Collections and L...   Apex Triggers:    • Apex Triggers | Trigger Context Variables ...   Administrator: Salesforce Security (Part 1) -    • Salesforce Securities (Part-1)| Know prima...   Salesforce Security (Part 2) -    • Salesforce Securities(Part 2) | Know prima...   Episode - 1 Field Dependency:    • How to use Field Dependency in Salesforce?...   Episode - 2 Formula Fields:    • How to add Formula Field in Salesforce?  |...   Episode - 3 Validation Rules:    • EP-03 Validation Rules | How to add valida...   Episode - 4 Record Types:    • EP-04 Record Types | How to add Record Typ...   Episode - 5 Flows:    • EP-05 Salesforce Flows | How to use record...   Episode - 6 Automation for Effective lead management:    • Automation for Effective Lead Management |...   Social handles: Facebook:   / siddharthpandit.salesforce   LinkedIn:   / panditsiddharth