Salesforce: Push Forecast Project Deliverables to Salesforce as Quote Line Items

What’s New

Previously, turning a Forecast project into a Salesforce Quote meant rebuilding it by hand or maintaining a separate spreadsheet.

We’ve now added a Push to Salesforce button to the baseline page. With one click, it creates a native Salesforce Quote on the linked Opportunity, with one line item per baseline deliverable.

• The button appears on the baseline page of projects linked to a Salesforce Opportunity. It’s enabled when the baseline has deliverables, and disabled when it has none or while a push is in progress.
• The new Quote appears in the Opportunity’s Quotes related list. When the push succeeds, you’ll see “Quote created successfully.”
• Every push creates a new Quote. Existing quotes are never updated or deleted, the Opportunity is never changed, and the Quote is never set as the synced quote.
• The push is manual only. Nothing syncs automatically when you save the baseline, and edits made to the Quote in Salesforce don’t flow back to Forecast.
• It works on linked projects only and doesn’t create Opportunities.

On your first push, Forecast adds one product, Project Deliverable, and its price book entry to your Salesforce product catalogue. Salesforce requires every quote line to reference a product. This one product is reused on every line and every push, so no new products are created per push.

How fields are mapped

Any other quote fields use Salesforce’s standard values for a manually created quote.

Salesforce applies your org’s default quote template when a PDF is generated. Everything else uses Salesforce’s standard defaults for a manually created quote.

Before You Start

• Turn on Quotes in Salesforce Quote Settings. They are off by default.
• Add the Quotes related list to your Opportunity page layout.
• Add the Line Description column to the Quote Line Items related list on your Quote page layout, so each line shows which deliverable it is.

Why This Matters

Commercial teams work in Salesforce, but the project scope they sell lives in Forecast. Now your baseline becomes a real Quote, visible inside the Opportunity, so your sales team doesn’t have to rebuild it.

Only sell-side data is pushed. Cost rates, margins and other internal metrics never leave Forecast. The Quote total is Salesforce’s sum of the pushed line items, so it equals the baseline total.

Where to Go Next

• Salesforce Integration Resources