Automate

Sync contacts and products

When a QuoteCloud document syncs back, its recipients and pricing rows update the Opportunity.

Contacts

The Opportunity needs an account. For each recipient, the package looks for a Contact in this order:

  1. The Salesforce Contact ID saved on the recipient
  2. The recipient's email, on the Opportunity's account

A recipient with an email and no match becomes a new Contact. Existing contact roles are kept and never deleted. If the Opportunity has no primary role, one can be promoted.

Products

Each pricing row is matched to an Opportunity product in this order:

  1. The external ID. These lines belong to Salesforce, and sync never overwrites their key or deletes them.
  2. The saved row key, QC_Row_Key__c. If the product changed, the line is replaced.
  3. An older matching rule, only for lines with no key
  4. Otherwise, a new line is added and given the row's key

Lines added for this document or its revisions are deleted once they no longer match a row. Lines with a blank key are never deleted. The price book entry is found by SKU.