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

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How to create day/Time counter on specific field update

I have a pick list field in opportunity object name “Opportunity status”. There are two values in this field Hold and Un-Hold. I want, when I do select hold another field name "Hold duration" start ...
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1answer
18 views

Custom button to open opportunity after lead is converted

I have a global class that creates an Opp from a custom lead conversion button. The problem is that the button works to convert the lead to an Opp but it does not open the Opp. I get an error message ...
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25 views

How do I create a post to my Opportunity feed via REST API

How can I create post to an Opportunity's feed via the REST API?
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14 views

Can I alter the default feed tracking text

We have a number of Opportunity fields setup in feed tracking and I was wondering if its possible to alter the default text that appears in the posts e.g. John Doe changed Amount from $45,000 to ...
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15 views

Inline Editing works, but only for some fields? Can't inline edit the Stage field.

My users can inline edit most fields in an Opportunities view. However they cannot edit the standard Stage field. This SF help doc covers reasons why you can't inline edit, but the problem is, I CAN ...
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17 views

An alternative to logging changes by User [on hold]

We have a in-house built application that can create Opportunities in Salesforce through the force.com REST API. There are many user accounts in the application and a corresponding Sales Force for ...
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22 views

Within an Event Trigger, how can I modify related Opportunity fields?

I have a trigger that is supposed to check if an Event picklist value is a certain value, and if it is, to change a field in its related Opportunity. I was able to pull the Opportunity's id with ...
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2answers
13 views

In a new trigger on an Opportunity, how can I grab the owner's email address or other info if the type is Lookup(User)?

Ultimately, my goal is to send the owner an email with a trigger. This is my first time working with triggers, so bear with me, I'm still trying to figure it out. Starting small, I managed to use a ...
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11 views

See child account opportunities under parent account

We have a parent-child account structure and we only log our opportunities under the child account. However, we would like to see the opportunities of all child accounts under the parent - is that ...
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25 views

Who can see Opportunity Object other than Admin profile in DEV ORG?

I was working on some workbook stuff as part of my Admin Certification preparation. I was able to see the Opportunity Object as an Admin profile and able to do all required activities on it. But when ...
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1answer
10 views

Quote Trigger Initial term of field expression must be a concrete SObject: Boolean at line 32 column 89

I can't seem to figure my issue here on the code below. Originally I had Opportunity__c and was getting a invalid field error. I replaced Opportunity__c with the OpportunityId field and received the ...
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1answer
11 views

Assigning attachment on lead conversion to opportunity

I have a problem with apex code thats supposed to delete attachment added to account after lead conversion, and then add the copy of this attachment to opportunity. But when i convert my lead, ...
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19 views

Allowing users to insert (or create) an opportunity

I'm facing this error : OpportunityTrigger: execution of AfterInsert caused by: System.DmlException: Insert failed. First exception on row 0; first error: ...
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39 views

split Opportunity values by month

another triggy thing. We have Opps with periods more then a month, usually, 6 or 12 months. When I ran a report, it only gives me the total value of the opp for each month, how can i ran reports on ...
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46 views

How to get owner name from of accounts & opportunities

Hi friends i'm new to development i got a requirement like to get account owner names and opportunities owner names from cases.So i tried to write a soql query to get for specific record type in ...
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1answer
18 views

Does Big Deal Alert work if Opportunity buttons are overridden with VF pages

I have replaced the New, View, clone and Edit buttons of my Opportunity with VF pages. I have set the Big Deal Alerts to certain conditions.But receiving empty email body in all mails. How to ...
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26 views

Does assigning visualforce page to object buttons override the OWD

I have Opportunity OWD set to Private. Have over ridden the NEW,EDit,View and Clone buttons of Opportunity with VF page. I created opp record with USER1. Logged in as USER2 and still able to see ...
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1answer
23 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
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23 views

approval proccess on the sandbox

im working in the sandbox environment and im creating an new approval proccess. The Entry Criteria is (Opportunity: Integration fees EQUALS 0) AND (Opportunity: Integration waived EQUALS ...
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20 views

Apex Quote Trigger Help

I am trying to figure out how to write a trigger/apex class that would look through a list of quotes. There is a checkbox (Primary_Quote__c) I need the trigger or class to look through the list of ...
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1answer
31 views

Order of Execution during Sync Quote

I am trying to find what happens when Sync Quote is clicked on the Quote. What is the order of execution (Opportunity updated prior to OpportunityLineItem or vice-versa)? The execution flow is ...
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31 views

Calculate the age for a Opportunity Stage?

How to calculate the age for a Opportunity Stage. If it's open, how many days was it open. If it was X how many days was it in X stage? A workflow to field update a when a stage name chang I have ...
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1answer
458 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 ...
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1answer
13 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 ...
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38 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 ...
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27 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 ...
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28 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) ...
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51 views

How to lock date field in opportunity? [closed]

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 ...
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18 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 ...
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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' ...
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133 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 ...
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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 ...
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117 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 ...
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41 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 ...
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1answer
38 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 ...
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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")) && ...
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49 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 ...
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17 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 ...
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2answers
40 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 ...
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1answer
24 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 ...
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1answer
18 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 ...
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22 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 ...
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15 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 ...
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33 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 ...
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26 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. ...
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3answers
75 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 ...
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1answer
40 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 ...
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13 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 ...
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25 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 ...
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172 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: ...