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

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OnClick Javascript in custom button is opening in new window instead of tab on initial click in Chrome

I am having an issue with some onClick javascript that I need to open in a new tab in Chrome. I am using an Apex Class to generate a URL and then opening that URL inside the javascript. Here is my ...
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Is there a way to set SystemModstamp on a newly created SObject in a unit test?

I need to create a SObject in a unit test with the SystemModstamp set. I've been using Opportunities in my unit test, but I am not tied to that specific SObject. I also am not tied down to ...
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25 views

Can we delete records in share table with row cause as Rule?

delete [Select o.UserOrGroupId, o.RowCause, o.OpportunityId, o.OpportunityAccessLevel, o.Id From OpportunityShare o where RowCause='Rule' and o.OpportunityId='######']; Trying the above and looks ...
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Is it possible to add products to an opportunity using the standard price?

Salesforce wants me to choose a price book in order to add products to an opportunity, but our organisation has opted not to use price books because we never deviate from the standard price. However ...
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17 views

Update Salesforce opportunity on landing page submission

For full disclosure, I am not a developer, but I can dabble. I want to set up a form on a landing page for clients to fill out. The form will contain custom fields that already exist on the ...
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20 views

make Attachment is required when subject = “meeting” in opportunity

how to make Attachment is required when subject = "meeting" in opportunity ? please help me.
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26 views

Newbie: Bulkified Task Update trigger replace subject from oppotunity

Current Setup: Workflow rules are creating task assigned to a specific opportunity role. A trigger (written by a developer who has left the organization) associates value in business_associate__C ...
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18 views

How can I get a lookup filter for a field that points to opportunities?

Trying to put a lookup filter on a field that points to an opportunity, but the filter section does not appear when I set the related object to opportunity. I checked around and found quite a few ...
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15 views

In what situation is it appropriate to NOT have an account on an opportunity?

If an opportunity is a possible sale, and an account is someone you do business with, in what situation is it appropriate to not have an account attached to an opportunity? Surely you can't have an ...
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37 views

Get Opportunity with Opportunity Line Items

How can I use the salesforce api to get a list of opportunities such that each opportunity contains it's opportunity line items?
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27 views

How do I create an Opportunity in Apex with the standard Primary Campaign Source functionality?

I've set up some automation so that when a CampaignMember receives a specific status (Evaluation Request), a Contact, Account, and a set of project records are created. An external system notifies ...
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49 views

Help with Field Formula

Not sure if this is entirely possible. I have been asked to create a checkbox field on the Account object. Below is the SOQL query that would list all accounts that have Opportunities that are 'Closed ...
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62 views

Relation Between Opportunity Products and Opportunity Line Items

I read about Opportunity Object and OpportunityLineItems and sub object in Opportunity named Opportunity Product Object.Is OpportunityLineItems and Opportunity Products are same thing or different?? ...
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39 views

Where is PricebookEntry Object

i am following this link http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_erd_products.htm .In this ER diagram there is Pricebook2Id field on Opportunity Object but i can't see any ...
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42 views

Different currency converter for different object

This due to different currency rates being used to show the converted amounts. If an Opportunity stage is Won / Cancelled / Not Selected any currency conversions uses a dated currency rate, which is ...
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38 views

Is there a way to Download all notes/attachments from a Salesforce Opportunity?

I have found it time comsuming to click into each note/attachement and click save to a certain folder. Is there a tool that would allow me to pull all attachments from an opportunity to a folder on ...
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45 views

why salesforce have restriction to add products from one pricebook for an opportunity? what happen if with multiple price books?

we have a integration where we need to integrate SAP with SFDC. Now the pain comes to add products from multiple pricebook for an opportunity. what would happen if we add products from multiple ...
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19 views

On opportunity there is a button called submit bid request , so this button is only visible/enable when the stage is changed to closed won

On opportunity there is a button called submit bid request , so this button is only visible/enable when the stage is changed to closed won I am trying to write a trigger so please give me some nice ...
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42 views

How to Map Opportunity Owner to Account Owner

I'm trying to find a way to map the opportunity owner field to the account owner field when a new opportunity is created. So if an opportunity is created by Jon for Account XYZ, which is owned by ...
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36 views

What timezone is Opportunity CloseDate stored in?

I am working specifically with Opportunities, but I assume that all closeDates are stored the same in SF. If an Opportunity is closed at 10pm EST, March 4th; the time is 3am March 5th in UTC. Does ...
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39 views

Update Opportunity along with children using batch apex

I am getting list of opportunities and 1 master opportunity, using batch apex I am updating list of oppys from master oppy, what is the best way to know that child objects- say opportunityLineItems ...
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1answer
37 views

Using SF Quote Sync and Custom Fields - Better to roll my own Sync functionality?

I've got the SF Labs Quote Sync Unmanaged package (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003Iop5EAC). Well, I've got some code that runs on Opportunity line item to make ...
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119 views

Salesforce Triggers : 1) 101 soql error when upserting product records 2) bulk opportunity update not reflecting on opp

Here is my product trigger that calls the opp trigger trigger productdata_changed on Product2 (after update) { for(Product2 prod:Trigger.new) { List<Opportunity> opp = ...
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47 views

Set opportunity amount to match custom field

I am trying to set the amount field to match a custom "Formula (Currency) field "Total_Amount_Initial_Fees__c" every time I try to save it i get the error : Compile Error: Variable does not ...
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121 views

Apex trigger to update fields on opportunity when another trigger updates the Owner of the opportunity

We have a trigger which keeps the account owner and opportunity owner in sync. So whenever an account owner is updated it automatically updates the opportunity owner to the same as account owner. I ...
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65 views

How to calculate the Length of Sales Cycle

Formula for calculating the Length of Sales Cycle ?? where Length of Sales Cycle = Average Time in Days between opportunity created date and closed date for all closed opportunity (“StageName = ...
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calculate number of qualified opportunities?

Want to count Number of Qualified Opportunities where Qualified Opportunities = count of qualified opportunities for which opportunity (“StageName = Closed Won” and “StageName = Closed Lost”)
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69 views

How to associate contacts to opportunities?

I need to associate Contacts to Opportunities. One way will be to delete/hide the "New" button, and only leave it on the contact page: That's not acceptable by sales/marketing team. So, what's my ...
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39 views

different behaviour when adding opportunityline through visual flow?

To give some context, I had the requirement that I needed to guide the users through a couple of screens when closing an opportunity. So logically, I started implementing this requirement using ...
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92 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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23 views

Hiding certain oppty stages from partners - how?

I have a request from sales, to hide certain oppty stages from our partners (using partner portal and partner portal licenses) The idea is that the last stage that the partner will see is : PO ...
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1answer
99 views

How can i query for the type in opportunity stage?

How do i query for all opportunities which has the type "Closed/won" on opportunityStage not the stage "Closed/Won". We have a few stages which are of Type Closed/Won but not with the stagename as ...
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39 views

Custom Account Ownership Change

Solution Needed: Allow all users to "Change" ownership of their Account but circumvent moving open opps, contacts, and open activities to the new Account Owner (default salesforce functionality). We ...
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37 views

Different currencies in the same opportunity

it's possible to have different currencies in one opportunity? for example: line item 1 $USD line item 2 $MXN Thanks
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31 views

Allow certain users to see records on related list but not be able to view detail?

We want to allow our salesmen to see other salesmen's opportunities, but only on related lists (such as on the account detail page). They should not be able to click on the opportunity to see the ...
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44 views

opportunities : how to check if the amount was filled

I have seen this multiple times that Sales users only care to fill in the monetary value of an opportunity once the opportunity becomes more concrete. We can tell them that it's a better practice to ...
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42 views

Schedule (OpportunityLineItemSchedule) Validation?

Anyone know of a magic way to do "Validation" on Schedule items? In our example, we want to stop most profiles from touching a Schedule item that has a Schedule Date of "before today" (it's more ...
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1answer
37 views

Salesforce Console Change Closed Opportunity Owner

I'm looking into how to change the owner of an opportunity through the Salesforce Console and a custom trigger. As of right now I understand that in order to be able to change closed opportunities of ...
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1answer
89 views

How can I update a lead that is being converted?

We have a report that aggregates all of our leads based upon status. The person who actually cares about this data would like to distinguish between a converted (status: qualified) lead and a ...
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34 views

Open opportunities owned on user profile/overview page?

Looking for a solution to add a user's opportunities on their personal profile/overview page - Currently you can follow this flow to navigate to your personal profile page: Click your name > My ...
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37 views

Approval process determined by oppty amount

While creating an approval process for opptys, I need that upto certain amounts the approval process will go to a certain user, while for other/higher amounts, it will go to another person. How can I ...
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60 views

How can I copy attachments from Opportunity object into Contract object?

I have created a trigger that converts opportunities with stage equal to Closed/Won into a new Contract object. In this process, the trigger copies some information from the opportunity into the new ...
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77 views

After converting lead it should go to opportunity edit page

After converting lead it goes to account view page, But i want to make it to opportunity edit page.. Is it possible in salesforce Any help
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143 views

Convert Opportunity into Contract

is there any option to convert an opportunity object into a new contract standard object (and copy some information from the opportunity into the contract)? Is that possible using apex triggers (i.e. ...
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62 views

Is it possible to map Lead objects custom picklist values to some other custom number field just like standard Opportunity Stage field

Here are the requirement details : Create picklist field on Credit Score Category Lead having values (Good / Acceptable / Bad). Create a another number field called Credit Score on Lead. The value ...
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62 views

Can an Opportunity be Changes with Stage as 'Dropped' or 'Lost' once it is 'Won'

I am getting a problem according to which I have two picklist fields in Opportunity: 1. Stage , 2. Category (Dependent on 'Stage') & 3. Status (text field). Now I have some workflow's which ...
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1answer
95 views

Repeat Opportunity related list in my Contact object

I am editing the page layout for my Contact object and noticed that there are two related lists for Opportunities. Can anyone explain why this is? The object has the same available fields to display ...
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81 views

Locking Opportunity Splits

We are looking to enable opportunity splits (enabled in summer 13). Anyone using this along with some approval/lockdown mechanism? Goal would be to prevent the changing of splits once agreed upon. ...
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2answers
108 views

Trigger Is not working on opportunity while insert

I have a trigger in opportunity in trigger on update and insert. It was working until today but suddenly gotta stuck. It is working fine while update but while inserting it is giving error like ...
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100 views

Cases related list on Opportunity for person account shows the same cases

I wanted to have an ability to associate an case with an opportunity. So i created a lookup field on cases to opportunity and added the cases related list in opportunity page layout. The issue i am ...