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How to Set Up Custom Opportunity Product Field Sync in Salesforce

Overview​

This guide walks you through the process of configuring a custom opportunity product field in Salesforce and ensuring it syncs correctly with PandaDoc.

Prerequisites​

  • You must have admin permissions in Salesforce.
  • Ensure you have PandaDoc integration enabled in Salesforce.

Step 1: Create a Custom Field in Salesforce​

  1. Navigate to your Salesforce Opportunity.
  2. Create a Custom Field with the same Label and API Name as your existing fields.
  3. Populate the values (e.g., 1, 2, 3).

Step 2: Configure Field Sync in Salesforce​

  1. Go to Salesforce Setup.
  2. Add the newly created custom field to Configure Tokens.
    • You can do this via the PandaDoc Documents Widget or the PandaDoc Setup Page.
  3. Click on Configure Tokens.
  4. Select Opportunity Product.
    • If it is not available, add it manually.
  5. Choose Duration (Non-Recurring).
  6. Click Save.

Step 3: Configure Workflow in PandaDoc​

  1. Open Workflows in PandaDoc.
  2. Unpublish the workflow to make changes.
  3. Locate the Pull Data from Integration step:
    • Go to the Data tab.
    • Click Refresh to ensure all fields are updated.

Step 4: Configure Quote Fields​

  1. Navigate to the Create Quote step.
  2. Add a Custom Column:
    • Select New Column.
    • Choose Text as the field type.
    • Name it Duration.
    • Click Save.
  3. Move to the Data tab in the Create Quote step.
  4. Click on Setup.
  5. Map the Quote Column (Duration) to Duration (Non-Recurring) in Salesforce.
  6. Click Save.

Step 5: Publish and Test​

  1. Publish the Workflow.
  2. Start a New Workflow.
  3. Verify that the opportunity product field values appear correctly (e.g., 1, 2, 3).
  4. Modify the values (e.g., change to 5, 5, 5).
  5. Click Next.
  6. Create a Document (this triggers the sync process).
  7. Return to the Opportunity in Salesforce and check if the Duration field is updated.

Notes​

  • The field sync occurs after document creation, not during quote creation.
  • The document does not need to be sent for the sync to complete.