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

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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 ...
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Insufficient Privileges as System Administrator on Opportunity

I am the System Administrator (Standard Profile) and receiving Insufficient Privileges error when trying to access Opportunity fields. "Insufficient Privileges You do not have the level of access ...
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10 views

Query Opportunity join on Partner account lookup (Join two quries)

I have two queries, how can I join both together into one SOQL? SELECT o.Partner_Account__c, o.id, o.name, o.Account.Id, from Opportunity o SELECT a.id, a.name from account a where a.id = ...
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Could an opportunity exists without products? What is the use of it?

I am having a confusion whether an opportunity can exists without products. If such an opportunity exists then what would be the use of it in the context of business perspective? If i recall correctly ...
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69 views

How can I get the opportunity owner label?

Simple question. How can I get the opportunity owner label name? I tried the following code but it isn't working. An error occurred. {!$ObjectType.Opportunity.fields.Owner.label} I cannot use the ...
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21 views

Add phone field to opportunity page layout?

Is it possible to add a phone field to the Opportunity Page Layout? Screenshot of me trying. No phone fields available - http://screencast.com/t/Uj4lgBEWTcS​ I don't think that it is possible. I ...
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17 views

Looking for a way to update a field on an Opportunity Product when a field on the Opportunity is checked

We have a start date on the Opportunity Product that we would like to be able to automatically update to the close date on the opportunity only some of the time. We thought that a check box giving the ...
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33 views

HttpCalloutMock in test class fails only if insert an opportunity: You have uncommitted work pending. Please commit or rollback before calling out

Error: You have uncommitted work pending. Please commit or rollback before calling out. Problem: I have a callout request which works only if I don't inserting an opportunity before it in test class. ...
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12 views

Access to Partner when the Account added as an Partner to Opportunity

I have a requirement where whenever a Account is added to an Opportunity and if that Account is enabled a partner, then to give access to the Partner users of that Account access to the Opportunity. ...
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21 views

disable Opportunity.amount RSF calculation when opportunity products exist

I need to know how to disable the amount field calculation on the opportunity detail so that it is not active when a product is entered OR disable pricebooks. One of the other. Any ideas.
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30 views

How to close a task on test method?

I have a opp which contain a task. My scenario is when task is closed on opp update with new task from a lookup field temp on opp(this lookup to another opp) . I have wrote a test class when task is ...
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47 views

Opportunity ownerid in trigger is overwritten by value ownerid via ui

I have the following trigger for Opportunity trigger OpportunityTrigger on Opportunity (before update) { for(Opportunity o : Trigger.new){ o.OwnerId = 'some Id'; } } When I ...
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26 views

How to populate value from account into new created opportunity on creation?

We have a custom Pick List field on Account: Payment Terms The same pick list field (but a different one) is oppty, I need that when creating a new oppty, the value from the account will be populated ...
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48 views

Deduct Qty On Hand from Product Object when an Opportunity is Closed Won

Need help, I'm trying to figure out how can I make a trigger to update Quantity On Hand in the Product Object when an Opportunity is Closed Won. OpportunityLineItems -> Quantity (Standard Field) ...
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128 views

How to recreate Contact, Account, & Opportunity homepages with Visualforce pages?

An answer, from this question, "How to remove Reports & Tools from the Contact, Account, & Opportunity homepages?," suggest the following: If you are open for writing Code then here is one ...
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41 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages?

Attempting to remove the "Reports" & "Tools" items from the homepages of Contact, Account, & Opportunity - is this possible, and if so, how?
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64 views

How to prepend text to Img src value

I have this code: <td><apex:outputText value="{!e.p.Imagen_Producto__c}" escape="false"></apex:outputText></td> where the value "{!e.p.Imagen_Producto__c}" is equivalent ...
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38 views

Best practice - should Expenses be tracked in Opportunity Object?

should we use opportunity to track expense related to an account, or create a custom object for tracking expense. I want to know logically which is more appropriate.
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99 views

Input field on force.com sites..Update standard object from guest user force.com sites?

I want to show opportunity fields on Force.com and also update an opportunity from force.com sites.. When i am using apex:input fields the fields are not showing in input mode.When i use inputtext it ...
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11 views

Custom CloseDate returns a double and when i convert it back to a date it is the wrong date using Javascript

I created a JS button that creates an Opportunity and it populates certain fields with data from another Object (custom object called Deals). All the fields are working as they should except for ...
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54 views

How to display levels dynamically? [duplicate]

Hi, Here i want to select level according to that level below rows will appear like if i select level 1 row will select if level is 2 show 2 rows level1 and level2? <apex:page ...
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40 views

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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89 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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114 views

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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30 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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36 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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85 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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43 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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16 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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112 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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116 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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110 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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295 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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132 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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84 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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128 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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27 views

Make button on page conditionally visible based on Opportunity.stagename

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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117 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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55 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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51 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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124 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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233 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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84 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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449 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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233 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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56 views

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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76 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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66 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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237 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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47 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 ...