Sync Custom Fields From Quote Line Items to Opportunity Products

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In this video, we discuss how to sync custom fields from the quote line items in Salesforce to the opportunity products (opportunity line items). This solution uses a custom apex trigger with the after context to push a DML update to the quote line items. We also use an apex class to handle the Trigger.New context and map quote line items to opportunity products. All of the code provided in this tutorial can be seen in the Github repo commented below and is production-ready code for Salesforce. A Salesforce developer can use the SFDX CLI, to push the apex class, and apex trigger that maps the quote line items to the opportunity products.

[@JustinWills]

Please see the source code here:
github.com/jawills/salesforce-qli-oli-sync

[@zoesmith2466]

Thank you for your video! I wish I would have found this months ago

[@JustinWills]

Glad you found value!

[@jananipriya3769]

Hi Justin,
Thank you for this video. I have implemented something similar to this in our org. But now it looks like the standard functionality is not syncing like before. Do we need to include the standard fields as well into this triggerhandler class?

[@JustinWills]

What exactly is not working? You should not need to include standard fields like quantity and sales price.
Is the quote set as syncing?

[@rakshithas6385]

Hi Justin, does this code process all the QuoteLineItems which are more than 200?

[@JustinWills]

Yes

[@rakshithamathuga4022]

@@JustinWills I was getting an error called Apex CPU Limit so just wanted to check with you

[@rakshithamathuga4022]

And also if you don't mind , can you tell me in which file you added the code to process more than 200 QuoteLineItems ? Thanks

[@JustinWills]

@@rakshithamathuga4022 There is nothing in the code that stops processing at 200 Quote Line Items. If you are running into an Apex CPU limit, there are most likely other automation in your Salesforce instance.

[@rakshithamathuga4022]

Thanks for confirming ..... I will try your code and do it. The one which I was using was the Custom Quote Sync(Unmanaged) app that's why I was facing the issues.