What's new in Customer Journeys?

Connect and learn more!
Tip Tuesday - Sync Quote Lines to CX Sales — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Tip Tuesday - Sync Quote Lines to CX Sales


CX Sales lets users create and manage quotes from accounts and opportunities.

Users can also mark individual quotes on an opportunity as active, which will synchronize the quote lines with the revenue lines. Administrators need to configure the application to Set Up Revenue Reconciliation, Show Price Type on Revenue Lines, Get Parameter Values, Configure the Integration URLs

CPQ provides three options for syncing quote lines into CX Sales.

This option setting governs which CPQ quote lines are synced to CX Sales quote lines:

  • All Lines: Syncs all quote lines into CX Sales. This is the default setting.
  • Part Lines: Syncs only part-type lines into CX Sales. Model lines are not synced.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!