tag:blogger.com,1999:blog-4216096443336193383.post5424490926329164026..comments2024-03-29T13:09:33.671+05:30Comments on Amit Salesforce | Salesforce Tutorial: Syncing custom fields between quotes and opportunities (Custom Quote Sync)Amit Chaudharyhttp://www.blogger.com/profile/12828839053069750596noreply@blogger.comBlogger38125tag:blogger.com,1999:blog-4216096443336193383.post-25587746933789143032023-10-02T18:52:13.630+05:302023-10-02T18:52:13.630+05:30This comment has been removed by the author.jayadev https://www.blogger.com/profile/13126783635607329598noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-20822648572402947392021-06-29T10:00:38.780+05:302021-06-29T10:00:38.780+05:30This link is showing down for maintenance.This link is showing down for maintenance.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-89642528404261487522019-10-15T17:04:08.348+05:302019-10-15T17:04:08.348+05:30Wonderful article Amit. However would really like ...Wonderful article Amit. However would really like to know your thoughts if its a good approach to update quote line item object in "after insert" trigger context.Anonymoushttps://www.blogger.com/profile/15105322700233796825noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-48084871711755559762019-08-02T13:42:21.237+05:302019-08-02T13:42:21.237+05:30hi i want to populate my QLI id to the Description...hi i want to populate my QLI id to the Description field of OLI can you please tell me how to do itAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-86931519773347146232019-06-17T18:28:20.602+05:302019-06-17T18:28:20.602+05:30In case of field update at any of these fields, wh...In case of field update at any of these fields, which we have synced , Will it workWolfnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-1563279332471222982016-09-24T06:01:40.626+05:302016-09-24T06:01:40.626+05:30I'm trying to sync a custom field on my Quote ...I'm trying to sync a custom field on my Quote Line Item called "License Start Date" and sync it to the Opportunity Product Line Item. Would this work for me and where would I implement it?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-1871106132142912352016-05-19T23:59:24.167+05:302016-05-19T23:59:24.167+05:30Excellent Post - thanks for your help :)Excellent Post - thanks for your help :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-67658418970167886222016-05-17T16:17:16.392+05:302016-05-17T16:17:16.392+05:30Really helpful. Can you please post test class for...Really helpful. Can you please post test class for this?Anonymoushttps://www.blogger.com/profile/09786635964300308222noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-57624868857186255782016-02-09T08:28:58.681+05:302016-02-09T08:28:58.681+05:30This comment has been removed by the author.nanihttps://www.blogger.com/profile/10538474423424147382noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-33496967812139948432015-12-29T23:08:00.602+05:302015-12-29T23:08:00.602+05:30Thanks for your feedbackThanks for your feedbackAmit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-71096456348615516002015-12-29T22:48:23.874+05:302015-12-29T22:48:23.874+05:30Excellent post Amit. ThanksExcellent post Amit. Thanksnanihttps://www.blogger.com/profile/10538474423424147382noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-60805026898920819872015-10-23T22:28:59.280+05:302015-10-23T22:28:59.280+05:30Thanks for FeedbackThanks for FeedbackAmit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-46375270820362894452015-10-15T13:50:35.061+05:302015-10-15T13:50:35.061+05:30Nice post..Nice post..Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-25999025360737242152015-06-11T14:26:48.201+05:302015-06-11T14:26:48.201+05:30Hello Amit, I sent you an email. Check your inboxHello Amit, I sent you an email. Check your inboxAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-27474552571597016452015-06-10T18:55:39.655+05:302015-06-10T18:55:39.655+05:30This is the only tick here .Just create one formul...This is the only tick here .Just create one formula field -> Then select text -> the type below formula :-<br /><br />OpportunityLineItem.Id <br /><br />If you need any help then please let me know<br /><br />Thanks<br />Amit Chaudhary<br />amit.salesforce21@gmai.comAmit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-9324639262736347032015-06-10T18:35:10.795+05:302015-06-10T18:35:10.795+05:30But this field OpportunityLineItemId doesnt exist ...But this field OpportunityLineItemId doesnt exist on QuoteLineItem . I am creating the formula on quoteLineItemAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-47462261604661041262015-06-10T16:24:59.611+05:302015-06-10T16:24:59.611+05:30ThanksThanksAmit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-33453301829492555152015-06-10T16:24:45.868+05:302015-06-10T16:24:45.868+05:30Go to Quote line Item and type OpportunityLineItem...Go to Quote line Item and type OpportunityLineItemId directlyAmit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-9928511274802943802015-06-10T15:55:56.669+05:302015-06-10T15:55:56.669+05:30But how can I get the OpportunityLineItemId with f...But how can I get the OpportunityLineItemId with formula field? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-53171532740913475032015-04-24T07:37:42.521+05:302015-04-24T07:37:42.521+05:30Ohh Great.
I hope your problem is resolved with ...Ohh Great. <br /><br />I hope your problem is resolved with new custom field. Please let me know if are still facing this issue.Amit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-250491566155186722015-04-23T19:36:49.635+05:302015-04-23T19:36:49.635+05:30I think I found a decent workaround...and it sound...I think I found a decent workaround...and it sounds like your suggestion. Interestingly, this can't be done in a Field Update WF. So, I still have my formula field to grab the related OpptyLineItem on my QLI. I also created another field on the QLI, named RelatedOpptyLineItemID. I added a before insert trigger on the QLI, to populate the new text field RelatedOpptyLineItemID with the value in the formula field RelatedOpptyLineItem.<br /><br />My sync trigger now exclusively uses the new field for matching, and in my test code I can populate that field when I create the QLI. <br /><br /> for(QuoteLineItem qli : newQLIs){<br /> //Could not do this in a WorkFlow<br /> if(qli.RelatedOpptyLineItem__c!=null){<br /> qli.RelatedOpptyLineItemID__c=qli.RelatedOpptyLineItem__c;<br /> }<br /> }<br />JoeyBhttps://www.blogger.com/profile/02206246227706593229noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-65620743239395390242015-04-23T18:53:41.347+05:302015-04-23T18:53:41.347+05:30Yes. When ever you will create QLI from OLI ( Oppo...Yes. When ever you will create QLI from OLI ( Opportunity line Item ) then you will always get OLI Id in formula field. <br /><br />I am not able to understand your 2nd point auto creation of QLI in APEX. If i am not wrong then you are creating QLI directly by Apex code ( you are not using standard button) . If Yes then you will not get Opportunity line item ID in formula field. In that case you need to create one text(18) field on QLI and need to populate opportunity line item ID in QLI custom field.<br /><br />If you are using any code then please provide your code so that i can help you. <br /><br />Thanks,<br />Amit Chaudhary<br />Email :- amit.salesforce21@gmail.com<br /> Amit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-48962118290750100782015-04-23T18:10:22.261+05:302015-04-23T18:10:22.261+05:30Here's my problem and maybe you can give me so...Here's my problem and maybe you can give me some ideas... I created the Formula Field named RelatedOpptyLineItem using your idea, setting the formula to OpptorunityLineItem.id. So, in the real world events, when the user creates a quote from an Oppty with OpptyLineItems, that field is populated for the QLIs created from the OLIs. So my syncing trigger can easily match the QLI with the OLI. <br /><br />However, this linkage is never created, since you can't (AFAIK) simulate this auto creation of QLIs in Apex.<br /><br />My only thought, would be to add an additional field on the QLI which I can populate in my test environment, and add a few isTest clauses in my trigger, to use that field.<br /><br />If you had any other ideas, I open for it. Thanks! JoeyBhttps://www.blogger.com/profile/02206246227706593229noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-91820896916176494862015-04-23T16:03:12.296+05:302015-04-23T16:03:12.296+05:30Right..
For same you can maintain the opportunity...Right.. <br />For same you can maintain the opportunity line item ID on QLI with the help of trigger. Amit Chaudharyhttps://www.blogger.com/profile/12828839053069750596noreply@blogger.comtag:blogger.com,1999:blog-4216096443336193383.post-63215861765698252492015-04-23T03:07:24.733+05:302015-04-23T03:07:24.733+05:30How can you replicate this in Testing? Without a ...How can you replicate this in Testing? Without a way to simulate the QLI creation from the OpptyLineItems, you lose the linkage. JoeyBhttps://www.blogger.com/profile/02206246227706593229noreply@blogger.com