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QuoteWerks Knowledgebase Topic (Article ID 6520)

Salesforce.com Integration Error When Saving a Quote

This information applies to :

Article ID
6520

Created/Updated
October 30, 2007

Category
Troubleshooting


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:

When saving a quote to Salesforce.com, the following error occurs:

"Salesforce.com Integration Error
A QuoteWerks salesforce.com attachment file needs to be associated to a salesforce.com opportunity not exist, or has not been created! Salesforce.com attachment will not be created."

Cause:

One or more additional Opportunity fields in Salesforce.com have been set to "required" that QuoteWerks does not currently write to.

Solution:

You will need to change the additional field(s) so that it is not required.

Forecast/Opportunity fields that QuoteWerks currently writes to:

- Name
- Amount
- Close Date
- Stage
- Probability

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