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75 views

Account Contact roles, pre-populating opportunity /contract contact roles

i am hoping you can help,i am wondering is there a way i can populate the account contact roles, and it populates the contract,opportunity contact roles automatically For example In the scenario ...
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1answer
29 views

Apex Triggers to solve my Opps and Contracts problem - The Other Half

So, thanks to @BarCotter I have managed to get the first half of my problem sorted. I now have an Apex trigger to create a record in a custom object upon creation of an opportunity. What I need to do ...
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1answer
52 views

Apex Triggers to solve my Opps and Contracts problem

Following from my previous question I'm still trying to link Opportunities and Cotnracts together and report on them. Firstly, I now have a lookup relationship between Opportunities and Contracts so ...
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74 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
3
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1answer
111 views

Creating contract status picklist values with the meta data api

I'm working on a small application that uses the metadata api to make some structural changes on some default objects. One of the changes is adding some picklist values to the Contract's status field. ...
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1answer
77 views

How do I insert a list of related line items in apex?

I am creating a visualforce page and a custom apex class for a page that allows users to convert opportunities and opportunity line items into service contracts and contract line items. I've got all ...
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0answers
55 views

External users and standard profiles

In the Spring 14 release notes are the following two points: "Object permissions for contracts have been added to standard profiles. If your organization uses contracts and Communities, note that ...
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2answers
351 views

Custom button to copy field values from other object

we have created an APEX class that creates a contract object from an opportunity object. We need to create a custom button on contract object to copy some field values from the related opportunity ...
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2answers
559 views

Using the API, is it possible to get the name of the user who created an activity record?

I have a SOQL query similar to the following: SELECT Id, ContractNumber FROM Contract, (SELECT Id, WhoId, WhatId, ActivityDate FROM ActivityHistories) FROM Contract Is it possible to get the name ...
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3answers
593 views

Ramifications of replacing Contracts with a custom object

My question is related to one of my earlier questions. Exposing the contract object in the customer portal Basically, we need to expose the Contract object in our customer portal. But SF currently ...