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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Configure Opportunity Product sync

Add Sync Opportunity Products button

Learn how to add the Sync Opportunity Products quick action to the Quote Lightning Record Page in Salesforce.

The Sync Opportunity Products quick action is not added automatically. Salesforce admins must add it.

  1. Navigate to Setup > Object Manager > Quote.
  2. Open Buttons, Links, and Actions and confirm the Sync Opportunity Products action exists.
  3. Edit the Quote Lightning Record Page.
  4. Drag Sync Opportunity Products into the appropriate actions region (for example, the highlights panel).
  5. Save and activate the page.

Last updated: April 30, 2026