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

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14 views

Opportunity Picklist stage validation [on hold]

IF i have two object OPPORTUNITY and "ITEMS" and have Master detail relationship between them ..Lets say their is two fields ITEM NAME and ITEM CODE in ITEM Object...So my question is IF I am ...
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2answers
13 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
25 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
39 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
19 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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1answer
52 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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17 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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1answer
36 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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34 views

Showing a related list like the Products in Opportunities?

I need to know how to make a related list within Opportunities function like the Products, basically a large list of one kind of custom object. I'm able to actually create the related list by creating ...
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11 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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1answer
10 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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1answer
30 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
26 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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0answers
16 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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17 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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21 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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2answers
24 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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2answers
69 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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1answer
34 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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1answer
29 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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2answers
38 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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1answer
50 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
26 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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1answer
56 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
51 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
41 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
72 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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13 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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1answer
68 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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1answer
68 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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1answer
32 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 ...
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1answer
30 views

Import/Export Contact Roles/Opportunity

We implemented a 3rd party solution in April that uses contact role on opportunities; however, we moved 1000's of records into opportunity that we did not add contact roles to (not realizing it would ...
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1answer
94 views

Trigger to update converted Lead's Opportunity with information from converted Contact

I'm having an issue with a trigger, and can't seem to figure it out, so I'm hoping someone can help me. Basically, I wrote a trigger that runs when a lead is converted. It is supposed to populate a ...
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2answers
17 views

Opportunity visibility in reports

There are 10 opportunity : 8 can be viewed by given role & permission.. but remaining 2 are confidential and different set of people or group should be able to see those confidential opportunities ...
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57 views

how to get the opportunityproduct fields in opportunity object in validation rule

I want to create a validation rule at "Opportunity" Standard Object to validate the following. Opp record Type – sample And Stage not equal to ‘Pending Approval’ Product or product code(item ...
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2answers
87 views

How to query custom object fields value and sum them before opportunity page load, Salesforce?

I have two Custom Objects: BigMachines Quotes ( Not Allowed to make any changes in this custom object ) Phoenix Quotes I Need to query values of Total from both custom object, sum them and set the ...
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3answers
26 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
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2answers
68 views

Create a renewal opportunity (how to copy fields)

I want to be able to create a renewal opportunity on accounts, and would like to copy the fields over from the most recent opportunity against that account. What would be the best practise to do that? ...
2
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2answers
52 views

Where can I view Contact opportunity role object?

Can any one tell me where can I view the list of Opportunity Contact Role object in a separate tab just as we see separate tabs for contacts, Leads, Opportunities ?
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1answer
120 views

How to make a flow run if Opportunity Closed Date equals Today

I have a flow created in Salesforce (using Cloud Flow Designer). This flow essentially duplicates an opportunity but changes a few fields - in other words, it creates a renewal opportunity. I ...
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0answers
46 views

Get Stages for Particular Opportunity Record Type via REST

So I need to get the Stages for a specific Opportunity Record Type (as defined by the associated Sales Process). Now I can get it by calling for the describe layout action on that record type and ...
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2answers
75 views

Rollup Opportunity fields on Custom object

I have custom object that is between Account and Opportunity. I need it to roll up some of the field from the opportunity, but I can't because the opportunity cannot have another master, and rollups ...
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2answers
137 views

Error: Invalid field selected for SObject OpportunityLineItem

Can any one help me out on this Error: Invalid field selected for SObject OpportunityLineItem. This is a page created for multiple row to edit.Any suggestion plz. Here is the VF page : ...
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25 views

Add product in opportunity functionality

Add product in opportunity. I want to create same functionality using custom visualforce page and classes. I have two object "MyProperty" and "PropertyPlant". I want to add multiple ProperyPlant in ...
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3answers
255 views

Trigger to make Contact Roles required on Opportunities?

Is it possible - I have a use case - When a user creates a new opportunity record, they will not be able to save it until they have added one Contact Role. Any Suggestions??
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1answer
80 views

Is Standard PriceBook available for adding to an Opportunity?

Simply the title is the question. Somewhere I have read that the standard pricebook is the list of all products with their associated prices and this can't be attached to an opportunity. If you need a ...
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1answer
49 views

Prevent users from adding more than one Products to an Opportunity

I would like to prevent users from adding more than one Product to an Opportunity (Number of Opportunity products must = 0 or 1) without using code. I have tried creating validation around the ...
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3answers
77 views

How to lock Opportunity Record?

How to lock a Opportunity Record if the Stage value is changed to Closed Won or Closed Lost? I think it can be done using a validation rule but I am not sure and want to have a best approach.
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1answer
77 views

Cross-Filter Not Working As Expected - Opportunities & Activities

I tried to create a report based on Opportunities with an Activities cross-filter, so that the report would show Opportunities that haven't had an Activity created in the last 8 weeks. My filter looks ...