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

learn more… | top users | synonyms

0
votes
1answer
15 views

Dependent Picklist from standard field

I have a list of open and closed opps from a selectedaccount, this works fine. But if I want to change the picklist fields (RecordType, Stage) should change the dependent field. The fields Stage and ...
0
votes
0answers
10 views

Generating reports on Opportunities having Related list with contradictory conditions

I have an custom Object Eval which is having lookup relation with Opportunities object. This Object Eval having a field ' Type ' which is of type pick-list with some values like 'A','B','C' If two ...
-1
votes
0answers
8 views

Regarding coverting lead to opportunity in rails [on hold]

I'm working on converting lead to opportunity in Ruby on Rails. I didn't get any library or gem for this. need help how regarding this.
2
votes
2answers
26 views

Changing Oppoturnity Owner to a Lookup User Id field on the Opp Object

I want to create a trigger on the opportunity object to change the opportunity owner (if their profile is a Service Engineer) to the field called "Sales Rep Owner" which is a lookup user field on the ...
2
votes
1answer
16 views

Problem with trigger execution on Opportunity batch insert

I've been dealing with this for a while now, and still haven't found a solution on the problem I am currently facing. So.. here is the situation. I have programmed a Trigger for the Opportunity ...
0
votes
1answer
41 views

How to get the StageName in Opportunity in apex

This might work. But I need the one from the Opportunity object. public List<SelectOption> getopenPresentationOptions(){ List<SelectOption> optns = new ...
1
vote
0answers
28 views

Problem with Opportunity fieldMap describe method

I have used this code: Map < String, Schema.SObjectField > fieldMap = schema.SObjectType.Opportunity.fields.getMap(); String theQueryOpp = 'SELECT Id, AccountId'; for (String ...
4
votes
1answer
45 views

Account Owner changes Opportunity Owner?

Q1: When I change the owner of an Account record to UserA, the associated Opportunity record's owner is set to UserA automatically. Is it a native behavior? (I checked all the workflows and account ...
0
votes
1answer
29 views

Set the first Partner added to an opportunity as “Primary” by default

Our Sales have to add Partner(s) for certain Opportunities. They do this within the Opportunity record, under the Partners section. When they do, the Partner needs to be marked as a “Primary ...
2
votes
1answer
33 views

Is there any way to hide/remove Stage field from standard Detail Page of Opportunity object?

Is there any way to hide/remove Stage field from standard Detail Page of Opportunity object? I want Stage to be changed automatically and not manually by user. I tried to edit Field Accessibility, ...
0
votes
3answers
44 views

Can i add two number field dynamically on Visual force page

I have two input field of type number Field1 and field2 on Opportunity page . Here is my requirement If i enter field1= 5 then field2 should auto populate 30+5=35 on the same screen. I am ...
0
votes
0answers
16 views

Opportunity Sales Process - Same Sales Stage Name but Different Percentage

I would like to set up two Sales Processes. Process A and Process B. I would like to have all of the same stage names on both Process A and Process B but I would like to have the percentages different ...
1
vote
0answers
33 views

Trigger for field update on Opportunity (child) records based on Account (parent) field value?

I would like to automatically update the Stage field on all child opportunities to Closed Won when a custom checkbox field ("Payment Info on File") is checked on the parent account record. I came ...
-2
votes
4answers
29 views

Want to display ownerid as current user by default on account and oportunity page

I want to display opportunity owner and account owner as current user by default on VF page. Kindly help me out. Thanks in advance.
1
vote
1answer
32 views

Partner Community - Opportunity Data Not Displaying

I'm setting up a Partner Community (with VF pages) in my dev org , and I've run across a problem displaying opportunities on the community page. Basically, the community is set up so that a "client" ...
1
vote
1answer
31 views

Set same picklist value

We are planning to set a new picklist field with the same values as the recordtype field. In order to keep the old values we need to (temporary) update the values of the new filed with the actual ...
2
votes
0answers
25 views

Opportunity Split Using APEX and Visulforce Page

Has anybody developed Opportunity Split and Opportunity Overlay functionality using APEX and Visualforce page ? I have developed but the problem is I'm using wrapper class inside it so it taking more ...
1
vote
1answer
24 views

How to add custom field to page multilineitem.jsp for opportunity?

Is there a way to add custom field to the page multilineitem.jsp for opportunity? (URL salesforce.com/oppitm/multilineitem.jsp) Here is page screen:
2
votes
1answer
16 views

How can I delete Account with Opportunities(Closed Won) via REST API?

As a documentation said when I delete a record all referal records will be deleted. But there are limitation about opportunities with Close Won Stage. If I change Opportunities to another Stage, ...
0
votes
1answer
19 views

Opportunity Merging: Campaign Influence

As Salesforce has no native function to merge Opportunities I'm looking into creating my own. I'm comfortable with the field mapping/child records (products, activities, attachments etc) but the one ...
1
vote
1answer
23 views

Set up an Alert on the “New” opportunity button

Is there any way to set up an alert message when a user clicks the "New" button either on the Opportunity object or on the account related list? I don't think creating a new button will help because ...
0
votes
0answers
27 views

Override Contact Lookup with Visualforce page

I have been experimenting with Jeff Douglas' "Roll your own Salesforce popup window," http://blog.jeffdouglas.com/2011/08/12/roll-your-own-salesforce-lookup-popup-window/ I have configured it ...
1
vote
1answer
32 views

Merging data on Opportunities from multiple reports

I am struggling to understand Salesforce features with respect to merging information from multiple reports. Specifically, how does one lookup information on a given Opportunity or Account from other ...
1
vote
1answer
28 views

Ongoing association between Contact and Opportunity after Opportunity Contact Role deleted?

I have Salesforce integrated with HubSpot for my client and noticed some odd behavior going on with HubSpot smartlists with criteria for including Contacts who are associated with Opportunities via ...
1
vote
1answer
28 views

Custom List Button on Product object is not appearing in the related list

I created a custom List button on the Product object : and added to the list view: But I don't see the button on the Opportunity Product related list section: Could some body please help on ...
0
votes
1answer
18 views

set related product name in an opportunity field

im trying setting an opportunity field with the name of a related product (there is always only one related product to each opportunity). but , because im a new admin , im yet not fully control apex, ...
0
votes
0answers
26 views

Update Record Type in Custom Button using Cancel URL

I have a custom button on an opportunity called 'Move to Stage 2'. When this is clicked it opens the opportunity in the Edit page and updates the record type to 'Stage 2' (which also updates the page ...
0
votes
3answers
67 views

update contact customfield when opportunity is created or updated

I am quite new to Sales force I need to update a custom field on contact using total_amount_c when ever any opportunity is created or updated with stage 'Closed-Won' , opportunity amount value is ...
1
vote
0answers
29 views

Opportunity Product Fields - Names Changed

I am in the process of merging two Salesforce orgs together. In one org, opportunity products have fields with names such as "Quantity" and "Total Price". The other org has those same fields, but ...
1
vote
1answer
24 views

Picklist value selection that will populate formula field date

I am trying to make a formula date field with will show Today's date ifa specific picklist value is selected. Here is what I have come up with IF(ISPICKVAL(Debit_Success__c , "Suspended"),TODAY()) ...
0
votes
1answer
111 views

Problems writing a Test class for the salesforce OpportunityTerritory2AssignmentFilter class

I am trying to write a test class for OpportunityTerritory2AssignmentFilter It implements the TerritoryMgmt.OpportunityTerritory2AssignmentFilter and is a sample class provided by salesforce. Has any ...
0
votes
3answers
43 views

Create custom field which displays first opportunity created

I have a requirement where I need to capture, in a custom field on the Account Object, the date that the first opportunity was created against an Account. Furthermore, I also would also like to do ...
0
votes
0answers
36 views

Communities - Custom Button to be used internally and externally

I have a partner community where partners log in and update opportunities through the use of custom buttons (1 example below). I want the same process for internal users, ie. I want them to use the ...
1
vote
1answer
28 views

Auto populate fields based on lookup field value

There is a contact lookup field in opportunity object. When ever user selects the contact value, the shipping custom fields in the opportunity should be auto populated with the mailing address values ...
0
votes
1answer
36 views

How to query for opportunity in detail page button of Quote Page in javascript(on click javascript)?

I want to query for opportunity from Quote page i.e. Detail page button of Quote on click of javascipt of that button.. alert({!Opportunity.StageName}); if('{!Opportunity.StageName}' =='F0') { ...
1
vote
1answer
67 views

Sending Email using Email Author in custom button

I have tried this code for custom button for single click email sending. Unfortunately it is not working and returns an error. Could anyone tell me what I am doing wrong and correct me please. Thank ...
2
votes
2answers
30 views

Ability to create a formula field that concatenates when data in input to a field

I found a workaround to do this, however, there are a few minor tweaks I need to determine in my formula structure. I created this formula, which concatenates and populates data based on if this ...
0
votes
2answers
38 views

Check a checkbox if a Contact has an associated Opportunity or Meeting

This is my first time trying to code a trigger in Salesforce. I have a checkbox labeled "Priority Contact," and I'd like the checkbox to be checked for all contacts that have at least one Opportunity ...
1
vote
1answer
57 views

How to deploy <RecordTypes> metadata?

I am trying to deploy RecordTypes from one sandbox to another. Here's my XML <types> <members>My_Opportunity</members> <name>RecordTypes</name> </types> ...
0
votes
1answer
24 views

Inserting Opportunities using dataloader

I am trying to insert opportunities using data loader. I have mapped all the fields correctly and all my accountid and ownerid are correct. Now when I am inserting, the job is failed and I am getting ...
0
votes
1answer
28 views

New Button on Lookup Search Layout

On my Opportunity object I have a look up to Primary Contact. I would to enable users to create a New contact when using the lookup. I would like to have a 'New' Button next to 'Search' search layout. ...
-1
votes
1answer
33 views

Query for Opportunities [closed]

Can you guyz help me to query for all the opportunities that are in between stages 0-5 and has closed date Greater than today. Thanks
1
vote
0answers
27 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
0
votes
3answers
33 views

Finding Opportunities from a List of Accounts

I am given a list which has 1000 accounts. I am asked to find opportunities between stage0-5 that are present on these 1000 accounts. I should differentiate these 1000 accounts into 2 ways. ...
1
vote
1answer
24 views

Query for Closed Lost Oppurtunities

Is there any way I could get a query pulled of Closed-Lost opportunities, with reason lost being “competitive advantage”?
5
votes
1answer
72 views

Account lookup on Opportunity not filtered correctly from Visualforce page

Visualforce Our organization uses a Visualforce page to override the New Opportunity action. Below is a functional sample of the Visualforce page that specifies the Account lookup field and ...
0
votes
1answer
36 views

Filter Account Lookup by Record Type to match correlated Opportunity Record Type

Notice: The below question does not address the issue we were trying to solve. The real issue had to do with a Visualforce component (see the update). Jenny B's answer provides good information for ...
1
vote
0answers
33 views

How to display the currecy symbol opportunity amount field based on the country name

I would like to show the currency symbol in the opportunity amount field based on the country name(Country field is referred from he account field)
0
votes
1answer
21 views

Not able to find which Products are associated with opportunity in Exported data

I just exported Opportunity Object records using APEXDataLoader. Exported data have few opportunity records to which few products are associated. But in exported data I'm not able to find which ...
0
votes
1answer
21 views

How can i convert an opportunity to a custom object using process builder

I'm looking to convert opp product lines to a custom object 'assigned products' using the process builder with the opportunity closing being the trigger to create the new record is this possible via ...