Declarative Custom Sync Solution скачать в хорошем качестве

Declarative Custom Sync Solution

Declarative Custom Quote Sync Solution 📌 Use Case Salesforce’s standard Quote Sync functionality does not support syncing custom fields on Quote Line Items. This solution addresses this limitation by enabling seamless synchronization, including any custom fields between Quote Lines and Opportunity Products. ✨ Key Features One-directional sync: From Quote Line Items to Opportunity Products. Single active sync: Only one Quote can be synced at a time. User-friendly navigation and clear visual indicators. Robust error handling with on-screen capture and display ⚙️ 100% Declarative — No Apex Code Required Built entirely using 3 Salesforce Flows: Auto-launched Flow: Serves as the sync routing engine Record-triggered Flow: Keeps Opportunity Products in sync with Quote Line Items. Screen Flow: Provides an intuitive UI for initiating and managing sync operations. ⚙️Scenarios Covered in the Demo Syncing a Quote without line items. Syncing a Quote with at least one line item. Making changes on a Quote Line Item in Sync Syncing a Quote to an Opportunity in an existing Sync This solution offers flexibility, maintainability, and above all, a clean user experience — all without writing a single line of code. I would love to hear your feedback on ways to improve this solution to accommodate other scenarios. 😊 Package Install URL in the comment