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Tip Tuesday - Sync Quote Lines to CX Sales — Cloud Customer Connect
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Tip Tuesday - Sync Quote Lines to CX Sales

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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.
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