An Opportunity is a Salesforce Standard Object that represents a sale or pending deal.

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21 views

Amount change in opportunity

I'm trying to create trigger where if record type is Revenue Risk then amount should be saved in negative value, Here's my code in which I'm having error. I tried it two ways, second is in comments.. ...
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17 views

Is there an easy way to Mass Update Opportunity Close Dates?

We have a lot of data that was added to Salesforce that has not been updated in 2 years. I have been tasked with organizing and validating the information in Salesforce. I need to mass update ...
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14 views

Error using S4G Currency updater app for automatically updating currency exchange rates

I have multi-currency enabled org where I am using S4G currency updater, which automatically updates currency rates using yahoo's webservice. I have also enabled Advanced Currency Management (Dated ...
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12 views

Opportunity StageName from Closed Won to Closed Cancelled

Got an error condition formula below: AND( ISPICKVAL(PRIORVALUE( StageName ), "Closed Won"), OR( ISPICKVAL(PRIORVALUE( StageName ), "Closed Won"), ISPICKVAL(PRIORVALUE( StageName ), "Commit")), ...
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22 views

Can you use line item values in formulas on the Opportunity page?

I am wondering whether or not it is possible to extract the values of the line items from a quote and use them in formulas on the opportunity page? We're looking to show how much of a potential deal ...
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15 views

How do I create a workflow to close an opportunity 5 days after the close date passes?

Opportunities are time sensitive (The opportunity is for an advertisement that will run on April 1st) I need a workflow that will change the Opportunity to "closed - Lost" 5 days after the Opportunity ...
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10 views

visualforce invoice page that refers to opportunity's account's contacts

In an invoice that is a visualforce page which is launched from a button on an opportunity layout, I would like to have this visualforce page refer to the account's contact. I know I can refer to an ...
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25 views

How to get Opportunities from Contacts

I am trying to get Opportunities from Contacts but hitting the below error: Save error: The configuration of your org has changed, please reload the page. Missing dependent object: Field: ...
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18 views

How Restrict visibility of opportunities Records based on user groups in community

How Restrict visibility of opportunities Records in community ? Say I have one partner group and other user group ( internal sales team). both shouldn't see each others records
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17 views

How to stop redirecting to the EDIT URL when clicked on “Related List” “edit” link?

I would want the record to not to redirect to the "Edit Page" when clicked on "Edit Link" instead want to "Alert" the user with a warning message. Basically, I am to lock a record when "the stage in ...
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35 views

Can you query by LastModifiedDate on OpportunityHistory?

This query: select ID, StageName, Probability, Amount, CloseDate from OpportunityHistory where OpportunityId = 123 and LastModifiedDate > 2015-01-01T00:00:01z Throws this error: No such column ...
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23 views

How can I get the product name having created a new opportunityLineItem in memory?

I have created a new opportunityLineItem: OpportunityLineItem newOppLineItem = new OpportunityLineItem(OpportunityID=contOpportunity.id, PricebookentryID=contPriceBookEntryID, unitPrice=1, ...
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15 views

Pulling Product description through from Opportunity Product as a default value but can be edited

When I add a new product onto an Opportunity I would like the description from the Product to be shown on the creation form as a default value in a text area field. I would then like to be able to ...
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34 views

Adding custom component interspersed within related lists on standard detail page

Is there a way to add a complete new section "Related list" to an opportunity. and then have check box field with a search users option and assigning date. do I need to create this in apex , or can ...
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19 views

Opportunity Validation Rule on Primary Campaign

I must be going crazy. On an Opportunity I want the Validation Rule to trigger when no Primary Campaign has been selected. This is a Standard Field on the Opportunity so the rule I set up is ...
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20 views

Process Builder running 2 versions with a time based Create Action?

I revised the initial process to include few more fields on a time based create action. Now I have 2 records being created the same time and only 1 Process is active. What could be wrong here? Is ...
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1answer
45 views

How to return to the previous page from a Visualforce page?

I have a page that shows records for an object and I need to be able to select some, and then once the "Add Packages" button is clicked I need the page to return to the previous page after completing ...
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1answer
19 views

how i can create an inventory (custom obj) as per the quantity of opportunity line item?

How i can create inventory custom child object by trigger under opportunity, because child object cannot be created for opportunity line item. inventory will be created for each line item ...
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31 views

Closed/Lost opportunity stage match with Omitted forecast category

Time-based Workflow on opportunity Object. As per our workflow criteria when 'Closed date and Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 ...
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28 views

How to add dashboard Graphs to new user

I just added a user to our salesforce, but the Gauge Dashboard dosen't show their name and they don't see the graph in their home page. Is there a place that I need to add them to so the graph will ...
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2answers
22 views

How to restrict user to edit only one field after record is closed?

I want to create a validation rule where sales manager profile can only change the picklist field stage of the closed opportunity and nothing else.
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1answer
48 views

SOQL: Select Opportunity based on Product fields

I am trying to query Opportunities which have a Product matching certain criteria on, something like below: SELECT Name FROM Opportunity WHERE type != 'renewal' AND Id IN (SELECT OpportunityId ...
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1answer
135 views

Process Builder Sandbox vs. Production

I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For ...
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1answer
27 views

Is it possible to map custom contact fields to opportunity fields?

Is it possible to map custom fields at the contact object to the opportunity object if the opportunity is created after conversion? For example: if I have a custom lead field called "Favorite Fruit" ...
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71 views

Approval Process : Lock the whole Opportunity Including Notes and Attachment

Currently I have an approval process, that locks the opportunity and the record but the user, still can submit Notes & Attachments after. Is there a way to lock those as well?
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19 views

opportunities not able to see

issue:user unable to see opportunities in salesforce whereas opportunity owner name updated wrongly through batch job I have observed opportunity owner is updating wrongly in opportunity detail page. ...
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48 views

Trying to clone Attachment to new record via trigger Code not working

I'm trying to clone an attachment on an opportunity to a custom case object via a trigger. My code is creating the case but not cloning the attachment. Is there anything I can do to get this to ...
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13 views

Helper Method Opportunity Stage Name

I'm about to create a helper method to my trigger (see below) but unsure of the parent-child relationship of contract and opportunity (I mean that right way to query and/or call a certain field (i.e. ...
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11 views

Writing in data from excel workbook

Is it possible to upload an excel workbook into an Opportunity (via Chatter or Notes&Attachments) and write code to read certain cells from that workbook and insert it into an Opportunity record? ...
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12 views

Making a copy of an Opportunity Record in to separate child object

Is it possible to take a "picture" of an Opportunity record with all the fields and write those values into a new record on a child object of the Opportunity (custom object called Opportunity Timeline ...
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35 views

Soft release a product in Salesforce

I want to add some products into another environment towards release and I want to be able to hide the product from certain users for a while. Then if everything goes well I want to make it visible to ...
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1answer
32 views

Converting Trigger into a Helper Class/Trigger Dispatcher

I got the below trigger written in a trigger and I need to separate it out to a helper class/trigger dispatcher as a method and call that method in the trigger. trigger updateOppStage on ...
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19 views

Unsure of Testing HTTPCallOut

I need to deploy a class I wrote which is essentially for an HTTPCall Out. I've looked at this link but am still not sure where to start. I am a beginner to all of this. A trigger calls this class. ...
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19 views

How can I convert email to a new Opportunity or update an Opportunity?

I'm relatively new to both Stack Exchange and SalesForce, so bear with me. This is what I'd like to do: - Send an opportunity email to Salesforce - Salesforce then pulls information from the email ...
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22 views

How to create a new record based on opportunity line item?

I have 5 products in a price book. They represent 5 record types of a custom object (AKA: PRR). The products are different by the price and name: PRR free, PRR Basic, PRR Ent.... The 5 record types ...
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34 views

Why Import Wizards cannot import Opportunities?

I'm new to salesforce and I'm preparing the 401 certification. I'm wondering why Import Wizards can not import Opportunities. Is there some specific reason or is it only an ipse dixit limitation?
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85 views

Need to Change the Field Label and its value Based on Condition in a Visual Force page in PDF Format

Can any one help me on this .I have created a custom visual force page on "Opportunity "object .I have conditions where i need to change the field label name and its value Based on Condition in a ...
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46 views

Opportunity product and Quoteline item have the same behaviour

Can any one let me know .Opportunity has relatinship to opportunity product and quote object .Do opportunity product and quoteline item are related or do their have same behaviour or if different what ...
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35 views

Can sharing rules be based on opportunity roles

We are looking for a way to create role based sharing based on opportunity roles. We have a use case that if we try to use manual sharing, even with apex triggers to automate the manual aspect, we ...
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43 views

How to query “Related List” header from Opportunity page via Javascript?

I'm trying to query "Related List" header from Opportunity page via Javascript, <h3 id="006g0000005dVS5_00Ng0000000p6b6_title">Phoenix Quotes</h3> I know that "006g0000005dVS5" is ...
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59 views

how to call a formula field in visual force pages

Can any one help me out.I have a custom visual force page created.I would like to call a formula field in VF page.Any suggestion plz I have a visual force page created in PDF format. I have few of ...
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1answer
27 views

New to Apex- only updating specific records

I am new to Apex coding and trying to build a simple trigger that connects online activity to a checkbox on opportunities. We have a custom object (Online_Activity__c) where records are created ...
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70 views

One Visual force page data into another Visual force page with Different Object Standard Controller

Can anyone help me on this. I have a Installed Package as "ForecastTrac " in my org Sandbox .It has a custom object as "Opportunity Forecast" and Visual force pages created based on opportunity ...
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1answer
55 views

Unit price to be changed on visual force page PDF display only

Can any one help me on this. I have a visual force page created in PDF format. I have few of the products with different names in different product family. If the product line for the product ...
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2answers
55 views

Change the Default Role when Adding Contact Roles to Opportunity

I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an ...
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3answers
79 views

Making Opportunity trigger bulk-safe

I've written the following trigger to run every time an Opportunity is updated and it's used to update a field in all of the Contacts associated with that opp (via the Contact Roles). However, this is ...
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14 views

How to view opportunity details of partner accounts on Account detail page?

How to view opportunity details of partner accounts on Account detail page without custom code? Feedback is appreciated.
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86 views

how to update opportunity line Item to refer a new Pricebook

We want the existing orders on old PriceBooks to be update to New PriceBook via dataloader. Is it possible to do this without following the below steps:? Delete line items update order header with ...
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71 views

Trigger on Opportunity Page

I have created the following trigger: trigger UpdateOpportunity on Opportunity (before insert, before update) { Map<Id, Opportunity> recordTypeMap = new Map<Id, ...
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36 views

Creating a many opportunities from contacts once a month

I'm new to Apex/SalesForce and I'm trying to figure out how to create a scheduled job to create many opportunities based on Account information. It needs to create opportunities for all contacts with ...