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

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6
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1answer
292 views

How to make field visible only when opportunity reaches 90% probability

I have a requirement where i have to make some field visible only when the probability reaches 90 %. Field is on opportunity Is doing through workflow rule is the best way to do that. Or any other ...
0
votes
1answer
7 views

How can I create report on Stage velocity as per Sales user

I want to create a report on Stage velocity of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 forward to third ...
-1
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0answers
24 views

Field to prioritize with color coded rating field [on hold]

I created a field with color - RED GREEN YELLOW Created another formula field, whenever a color is selected, it will display in formula field with selected color. But my user requirement is ...
0
votes
2answers
32 views

Is it possible to retrieve data from an object which has lookup relationship with other object and display in report

I have 3 objects opp1,mile2,cust3. mile2 and cust3 are related list in opp1 mile2 has opp1 as lookup field cust3 has opp1 as master detail I have to create a report which have some fields in mile2 ...
1
vote
1answer
24 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
1
vote
1answer
23 views

Compile Error: Illegal assignment from Opportunity to Date - Trigger to update Oppor closedate on oppor line item

trigger CloseDate on Opportunity (after insert, after update) { Map<Id, Opportunity> CloseDate = new Map<Id, Opportunity>(); for (Opportunity O: Trigger.new) ...
1
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2answers
26 views

How to lock date field in opportunity?

I have few scenarios for locking the date If Closed:Won – Date locked If Stage changed to ‘Closed:Lost’ or ‘Declined’ from Closed:Won then date is changed to the date of that activity and locked ...
0
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1answer
15 views

Not able to change forecast category picklist values

Need to change the one of the picklist values"Cloased" to "Won" in forecast category field but getting error "Cannot change the status category. This picklist must have at least one value for status ...
0
votes
1answer
21 views

count rows where earliest date in range

I am trying to get a count of rows where the earliest date of a given field falls within a range. What I am looking for is this: SELECT COUNT(AccountId) FROM Opportunity WHERE StageName ='Posted' ...
2
votes
3answers
122 views

Edit Fields in Closed Opportunity

I've given a Profile read/write access over several fields on the Opportunity level. However, because the record is locked after Closing Lost or Won, they cannot edit the fields. How can I choose to ...
0
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0answers
20 views

How to allow non-opportunity owners to add opportunity team members? [duplicate]

Current Roles hierarchy: Role1 1.1. Role2 1.2 Role3 Oppty owner with role role 2 Now we need the user with role 3 needs to add the oppty team member..is it possible? Note: only with ...
3
votes
1answer
110 views

Best Practice - Update LastModifiedDate (Cross Object)

I have a business requirement to change LastModifiedDate on an Opportunity record whenever an Activity is logged against it. I can do it in two ways: when an activity is logged, i can simply do an ...
1
vote
1answer
40 views

How to Assign Task to the User which is located in the Picklist?

i have one requirement regarding Create task Automatically based on the Picklist value and that Picklist value Have some users.. Opportunity.PICK__c = User1, User2, User3, User4 .......... When this ...
1
vote
1answer
30 views

How to Override (Related List) New Button?

I am attempting to override the "new" button that I see on the Opportunity List page with a Visual Force page. I intend to use the same page and same controller for the New and Edit buttons. The Edit ...
0
votes
2answers
27 views

Opportunity Creation Stage 1 Validation Rule

I'd like to have a Validation Rule that requires Opportunities to be created, via conversion or organic creation, in Stage 1. How can I do this? NOT(ISPICKVAL(StageName,"1 - Plan")) && ...
0
votes
3answers
39 views

why reopen a closed opportunity?

I am trying to understand why sales reps would want to reopen a closed opportunity, other than being lazy to create a new one. Also, what are the impacts when the closed opportunity is reopened ? I ...
0
votes
2answers
15 views

Merge field opportunity link of opportunity object is not populating in Email template

I am creating an Email template with case link and opportunity link. case link working fine but opportunity link is not populating. Do any one know the reason and can help me in any ways ? If any ...
1
vote
2answers
39 views

How to restrict creating tasks in opportunities

Hi friends i got stuck in a problem. I gave view all access to all opportunities & accounts to my sales reps. But i want to restrict sales reps to create tasks only when they are try to create ...
2
votes
1answer
23 views

How to access Opportunity details from Contact

I have a Detail page button on the contact object on click of which I need to do some processing for which I need the Opportunity details. But when I access the merge fields on Opportunity, I get ...
1
vote
1answer
15 views

Can the Opportunity Close Date be set to not be required?

There are six stages in our sales process (not including Lost). The request is can we customize so that opportunities in the first stage are not required to have a Close Date. The request is for ...
1
vote
2answers
19 views

showing error in parent object if two objects have M-D relationship

My objects: Opportunity and custom object(CE) have M-D relation ship Is it possible to check the child object fields on stage change in opportunity and throw the error if child object fields are ...
0
votes
0answers
13 views

Dynamic picklist change based on Account value in opportunity page (standard) of Salesforce

Have a requirement where we need to remove a value from the picklist based on the Account name that is getting chosen. For example i have a picklist that has - A,B,C,D as choices. But , if i choose ...
0
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0answers
27 views

How can i Override Custom button with Save & Add products(Opportunity)?

Is it possible to Override the Standard button (Save & Add Products) on creating of Opportunity with Custom Button (Actually the thing is i want only save the record with out prompting user to ...
0
votes
1answer
22 views

Configure “Total Value Opportunities” on the campaign object

I would like to know how are configured the fields "Total Value Opportunities" and "Total Value Won Opportunities" on the campaign object. They sum the custom field "Marge" on the Opportunity object. ...
5
votes
3answers
65 views

Prevent Stage Skipping But Allow Regression

I'd like to prevent users from "skipping" Opportunity Stages, but not from reverting the Stage back. For example, I do not want a user to advance to Stage 5 without having been in Stage 4 immediately ...
0
votes
1answer
39 views

How to modify a Visualforce error message

When I update a record from a details page I get the error You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your ...
0
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0answers
12 views

Custom forecast collumn based on a roll up from a custom field

In a standard forecast field there are 4 columns that display information based on forecast category that is defined in a individual Opportunity object, My forecast for opportunity Revenue looks like ...
0
votes
2answers
23 views

Update Standard field with a value from a custom field

I have a field in the Opportunity section called Amount that was getting an Install charge from the standard products in the opportunity section. The problem is that now I've added a function to add a ...
1
vote
2answers
171 views

How can I insert data into an Account field from an opportunity trigger?

Check my code below, I am trying to insert a value into an Account field but I am getting an error. Apex trigger StatusTrigger caused an unexpected exception, contact your administrator: ...
2
votes
1answer
27 views

How to restrict visibility of account to an opportunity owner?

Transferring ownership of an account is quite common in the company. If we change the owner of an account, for historical reason, the opportunity owner should be maintain, and that's ok we can do ...
2
votes
3answers
26 views

How do I select all opportunities under an Account?

I wish to select all opportunities on an Account, how do I go about it? I have tried this: trigger StatusTrigger on Opportunity (after insert, after update, after delete) { Set<Id> ...
0
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0answers
17 views

Capture any changes over the field

I have an opportunity object, I need to send a report to opportunity owner with capturing the changes made how to capture changes in salesforce - using triggers. Please help, Thank you very much ...
2
votes
4answers
141 views

How to update the status of an Account based on opportunities

I want to be able to update the status of an account based on condition of all opportunities in an account. According to the following, I want to be able to set an account status field as Active if ...
0
votes
1answer
30 views

STANDARD_PRICE_NOT_DEFINED, No standard price defined for this product: []

I am creating a wizard for Opportunity, Quote and QuoteLineItems. I am getting this error STANDARD_PRICE_NOT_DEFINED, No standard price defined for this product: [] while creating ...
0
votes
2answers
54 views

Trigger Error - Create Opportunity Tasks

trigger ClosedOpportunityTrigger on Opportunity (before insert, before update ) { List<Task> OpTaskList = New List<Task> () ; if (Trigger.isinsert) { For (Opportunity op : ...
0
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0answers
13 views

Test class require handle bulk records

Hi I'm new to sales force development.I got a requirement like whenever opportunity owner is changed a custom field is to updated based on opportunity owner.I wrote a trigger it works fine.And i also ...
3
votes
1answer
52 views

Relationships of Opportunities, Quotes, Contracts and orders

We are using Opportunities, quotes, Contracts and Orders in our Org. This is a brand new instance of Salesforce and we are in the process of streamlining the sales and order process. The proposed ...
0
votes
1answer
28 views

How to retrive time from standard look up field in opportunity

Hi i got a requirement like to get time in standard look up called CreatedBy in opportunity page. Is it possible to retrieve only time from that field. Because it is Look up relationship of user.I ...
0
votes
1answer
46 views

How can I update custom fields on Account when Opportunities are created

I have created 4 custom fields on account, and I want those fields to store the number of opportunities according to their status(e.g. Active, Inactive, Open, Lost). Once the admin creates an Open ...
0
votes
1answer
25 views

Create report to get Stage conversion rate of opportunity

I want to create a report on opportunity object to get conversion rate. Like if I have 100 opportunities are in 1 stage and 10 of them will travel all the stage and end with close-won So first stage ...
3
votes
1answer
38 views

Multiple Related Lists

My organization is trying to edit some of our related lists in a way that I'm not sure is possible. Essentially, we have a number of Opportunities and Cases associated with various Accounts. These ...
0
votes
0answers
25 views

How can I edit a custom field that I have set to be automatically filled

I have created a process builder action that automatically fills the Service End Date of an Opportunity, how can I make setting to make the value in the Service End Date field editable if it's wrong?
0
votes
1answer
27 views

Reference Currency Field in a Text Formula Field for Opportunity Object

I am looking to create a formula field that combines the Opportunity Amount (a currency) with two other text fields for a mail merge document. I am wondering if there is a way to reference a currency ...
-1
votes
1answer
31 views

Salesforce Trigger to Count the Contact Roles on an Opportunity

I am checking this link and trying to use the below snippet: /****************************************************************** *Count Contact_Role_Count Field through map size ...
0
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0answers
26 views

OpportunityLineItem and Opportunity CurrencyIsoCode

I have two related questions: I have an update trigger on Opportunity. The trigger fires when a lookup field (to Object1__c) changes. What this trigger does is deleting all the OpportunityLineItem ...
0
votes
1answer
32 views

Override new button on opportunitycontactrole related list on opportunity detail page

I want to override the new button for opportunitycontactrole related list on opportunity detail page with a custom vf page and want to add some more contacts based on my custom logic. Also in that vf ...
3
votes
3answers
44 views

What are the implications of an Opportunity without an Account?

I see that you can make an Opportunity without an Account: http://www.screencast.com/t/kjElV8BEf39 What are the implications of creating an Opportunity without an Account? I'm considering it for ...
0
votes
2answers
36 views

Showing the opportunity ID for a new record in standard page layout before record is actually saved

Is it possible to obtain the opportunity (or another standard objects) ID value before the record is saved?
0
votes
0answers
35 views

Copying custom fields from Contact to Opportunity

Is it possible to map any custom fields at the Contact level to an Opportunity via Process Builder or WFR? Or can this only be done via a Trigger?
3
votes
2answers
127 views

How to get a opportunity owner name based on opportunity id

Hi i am new to salesforce development i got a requirement like based on the opportunity owner i have to update a custom field in opportunity page.I create a after trigger in opportunity.we don't have ...