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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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CPQ for Salesforce

Configuring Service CPQ

Synchronizing Related Line Items with Opportunity Line Items

As an administrator, you can enable synchronization of related line items with opportunity line items.

Note:

This feature is used only in Service CPQ.

Auto-Synchronization

  1. Enable the Auto Sync With Opportunity setting in the Proposal System Properties custom setting.
  2. Create a lookup field with API name LineItemCollId__c on the Opportunity Product object with a lookup relationship to the Related Opportunity Line Item Coll object.


  3. Display related lists Related Opportunity Line Item Collection and Related Opportunity Line Items on the opportunity layout.


  4. Ensure that the Primary checkbox is selected on the quote and the opportunity has a price book associated with it.
  5. When you finalize the quote, you observe that:
    1. Proposal line items synchronize on the Opportunity Product object.
    2. The lookup field with API name LineItemCollId__c is populated with a related item collection ID.
    3. Each record in the Opportunity Product object has a unique related Item collection ID.
    4. The Related Opportunity Line Item Collection object links the opportunity product to the related line items associated with it. For every record in the Opportunity Product object, which has related lines associated with it, a unique Related Opportunity Line Item Collection is created.
    5. In the Related Opportunity Line Item Collection related list, the Related Item Coll Id of all collection records is displayed.
    6. The Proposal Related Line Items are synchronized with the Related Opportunity Line Items object and are displayed in its related list.


Manual Synchronization

  1. Disable the Auto Sync With Opportunity setting in the Proposal System Properties custom setting.
  2. Create a lookup field with API name LineItemCollId__c on the Opportunity Product object with a lookup relationship to the Related Opportunity Line Item Coll object.


  3. Display related lists Related Opportunity Line Item Collection and Related Opportunity Line Items on the opportunity layout.


  4. Ensure that the Primary checkbox is selected on the quote and the opportunity has a price book associated with it.
  5. Ensure that Synchronize with Opportunity formula button in displayed on the proposal layout.
  6. Finalize quote and click Synchronize with Opportunity.

    Observations are same as step 5 in Auto-Synchronization.

Note:

The options of the service bundle are synchronized to the opportunity only if the Sync Option Products setting is enabled in the Proposal System Properties custom setting.

Administrator Guide
Salesforce
CPQ

June 3, 2025