What would prevent a user from syncing a quote with an opportunity?
What would prevent a user from syncing a quote with an opportunity?
A user would be prevented from syncing a quote with an opportunity if another quote is already synced with the opportunity. Salesforce allows only one quote to be synced with an opportunity at a time. In such a case, the user must unsync the existing quote before syncing a new one.
https://help.salesforce.com/s/articleView?id=sf.quotes_sync_troubleshooting.htm&type=5 Answer is D, I think. It doesn't stop the process if a quote is already sync'ed as per this: https://help.salesforce.com/s/articleView?id=sf.quotes_synch.htm&type=5 The circumstance in which you would be prevented from sync'ing is if it's going through an approval process.
Tested and confirmed, validation rule is the only stopper.
C. Another quote is already synced with the opportunity would prevent a user from syncing a quote with an opportunity. Salesforce only allows one quote to be synced with an opportunity at a time. If there is already a synced quote, the user will need to unsync it before syncing a new quote.