Quote Sync

Whenever a Quote (created via the Ofca Quote button) is created or updated in Ofca, an event is sent to Salesforce containing quote data

If a Quote, coming from Ofca contains products which have not been synced with Salesforce, the system will sync the missing products automatically, guaranteeing that all Quotes are synced completely.

  • Synced Quotes are also managed in Ofca and cannot be modified directly from Salesforce
  • Quotes synced from Ofca cannot include Products created directly in Salesforce

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