Fields can be synced between the following Objects when a Quote is selected to be "Synced":


Quote --> Opportunity

Quote Line Item --> Opportunity Line Item


Field Syncing is setup in the following Custom Settings (Salesforce Setup --> Build --> Develop --> Custom Settings)


  • Quote Sync Fields
  • QuoteLineItem Sync Fields


To setup a sync, follow this process for each:


In the "Name" field of the record, enter the API name of the field from the source object. In the "Opportunity Sync Field" (If a Quote), or "Opportunity Line Sync Field" (If a Quote Line Item), enter the API name of the field.


NOTE: If this field is being synced to multiple fields, (1 source to more than 1 target), check the "Double Sync" box.


This example below is showing the example of syncing the "Annual_Contract_Value__c" field from the Quote to the Opportunity. In this case, both fields are named the same on each object.


This quick video shows you how in Salesforce Classic: