Sync Resource Requests
Published on May 17, 2026 QuoteX
QuoteX Sync Resource Requests
This add-on is available for a one-time purchase for all active QuoteX Subscribers.
Overview
| The Sync Resource Requests on Opportunity Add-On in QuoteX lets users generate resource requests directly from any opportunity stage in Salesforce with a single click. It streamlines resource allocation, improves efficiency, and reduces the likelihood of errors. |
Key Features
| Feature | What It Does |
|---|---|
| Seamless Automation | Automates the creation of resource requests from any opportunity stage, taking input from the PSC Quote Request. Reduces manual input, saving time and increasing operational efficiency. |
| Real-Time Integration | Integrates with existing opportunity management workflows, keeping processes smooth and uninterrupted within the Salesforce environment. |
| Enhanced Visibility | Provides real-time insights into resource allocation so users can make informed decisions quickly and effectively. |
| User-Friendly Interface | An intuitive interface that simplifies resource request creation and updating, making it accessible to all team members. |
| Improved Accuracy | Minimizes errors with automated, accurate resource requests, helping ensure the correct resources are allocated at the right time for better project management and delivery. |
Prerequisites
| Before you begin: Ensure that QuoteX is already installed in your Salesforce org. |
Installation and Setup
Step 1: Install the Managed Package
Install the Sync Resource Request Managed Package for ALL Users.
Installing the Sync Resource Request managed package for all users.
Step 2: Verify the Resource Request Object and Grant Access
After successful installation, go to Setup > Object Manager. A new object named Resource Request is created with the API name psce_ext__Resource_Request_c.
| Action required: Provide CRED access to this object and make all of its fields accessible to users (if access is not already in place). |
Granting CRED access and field accessibility on the Resource Request object.
Step 3: Validate the Create Resource Requests Action
Validate that a new action named Create Resource Requests was created on the Opportunity object during installation.
The Create Resource Requests action available on the Opportunity object.
Step 4: Add the Button to the Opportunity Page Layout
Add the Create Resource Requests button to the respective page layout of the Opportunity object, wherever you want to show the button to end users.
Adding the button to the Opportunity page layout.
Step 5: Add the Resource Requests Related List
Additionally, add the Resource Requests related list to the Opportunity Page Layout.
Adding the Resource Requests related list to the Opportunity page layout.
| Setup is now complete. Users can generate resource requests from opportunities with a single click. |
Quick Reference
| Step | Where | Action |
|---|---|---|
| 1 | Package installation | Install Sync Resource Request managed package for all users |
| 2 | Setup > Object Manager > Resource Request | Grant CRED access and make all fields accessible |
| 3 | Opportunity object actions | Validate the Create Resource Requests action exists |
| 4 | Opportunity page layout | Add the Create Resource Requests button |
| 5 | Opportunity page layout | Add the Resource Requests related list |
Conclusion
The Sync Resource Requests on Opportunity Add-On on top of QuoteX significantly enhances the efficiency and accuracy of resource management. By integrating seamlessly with existing Salesforce workflows, it empowers teams to manage resources effectively, improving project outcomes and client satisfaction.
See More
Knowledge Article Number: KA-00052