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

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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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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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35 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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59 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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23 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
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41 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? ...
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27 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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54 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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33 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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37 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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45 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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20 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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109 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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29 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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31 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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41 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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30 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 ...
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22 views

How do I reference the OpportunityCompetitor object in a VF?

I am trying to create a table of the list of competitors on the opportunity. this list will be shown as part of a VF email template. Like the opportunity team, opportunity partners and so on, I assume ...
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57 views

API PHP Partner WSDL REQUIRED_FIELDS_MISSING

I am having an issue with the Partner WSDL. When attempting to create a new opportunity over the API I am getting a return stating that required fields are missing. These fields are correctly being ...
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43 views

Trigger on Opportunity picking value from OpportunityLineItem

I need to update a custom field (ProductType__c) on opportunity on insert and update. the value of this field should be picked from OpportunityLineItem (productfamily__c) the way our relationships ...
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39 views

Trigger on Opportunity - find out what OpportunityLineItem was deleted

I have a trigger on the Opportunity that fires BeforeInsert & BeforeUpdate. Among other things, one of the requirements of the trigger is that a specific field on the opportunity is updated if an ...
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1answer
41 views

What might be causing our opportunities to change record type?

We use several opportunity record types. Recently we have the system change a few of the record types from one to another, possibly as a result of a workflow field update (just guessing on that). ...
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20 views

Partner Account related Contacts

I have a scenario where a partner logs in ,searches for any Account and creates an Opportunity for that Account. Also, Each partner is a SFDC account with contacts linked to it. When adding a ...
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13 views

Tracking QBR when Account Managers host it and its outcome

Using salesforce , I would like to create a way to track when Account Managers host a QBR and what came of it. A few items that I’d like to capture are; Meeting summary highlights ...
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33 views

How Can we create a trigger that updates a counter for closed won consecutive opportunities?

We are thinking to have a field under Contact Object that counts the number of consecutive won opportunities. If the Opportunity has the stage "Failure" the counter must be updated to 0 but if it has ...
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Code coverage is 70% and I get a DUPLICATE_VALUE issue

Code coverage is 70% and when I dive into the problems I get a duplicate error. Please help I am new to writing triggers. Thank you ahead of time! Problem on several Lines Message: [object ...
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Why can't the Opportunity amount be changed by a trigger?

I have more than one discount field in opportunitylineitem, so I created a custom field that sum all opportunity products total__c. But I need see amount in forecasts, so I created a trigger that ...
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28 views

Set custom Opportunity fields in convertLead()

I'm fairly new to Apex/Visualforce and I'm a bit stuck here. I have a custom Visualforce page and Apex controller for a Lead Convert button in which a new Opportunity is converted, and I'm trying to ...
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148 views

Override Standard Save button on Opportunity Object

I have the below scenario to achieve : At the time of saving the Opportunity record, I want to invoke a webservice call to the external system. If the response of the call is greater than some ...
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45 views

Cannot find product to add to Opportunity

I have crated few products. Now I cannot find them when I am trying to add them to the Opportunity. Products are active. They are added to a Price Book. Price Book is also active. Any idea what is ...
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194 views

Trigger to update opportunity stage based on Account Status

I have a trigger that updates/ inserts opportunities when the account is created. This was implemented by a third party. Now I would like to update the opportunities to Cancelled when the Account ...
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49 views

How to count OpportunityLineItems left in an after delete OpportunityLineItems

I have a trigger on the OpportunityLineItem acting after delete. From that trigger, I want to query all the Opportunities associated to the OpportunityLineItems deleted to see if they still have other ...
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54 views

How can i populate the values in a related list i.e Schedule of an opportunity line item

I have an opportunity object ,with the related list as products.We do have different products with their sales price ,quantity ,list price etc.Now when i click on one of the product name ,it takes me ...
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27 views

Having a Visualforce page inside of a standard page results in duplicate main.js

I have a custom Visualforce page rendered inside of a standard page Opportunity in one of my layouts. I was researching some performance issues when I noticed that 2 main.js files are travelling down ...
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55 views

Dynamically populate the value of pricing request instead of date column

I have an opportunity object ,with the related list as products.We do have different products with their sales price ,quantity ,list price etc.Now when i click on one of the product name ,it takes me ...
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Is it possible to programmatically customize a Customizable Salesforce Forecast?

I'm working on a project where the client wants the following: Somewhat different from SFDC's native concept of a committed Opportunity, the Opportunity should be set to "Committed" if it exceeds a ...
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Getting Opportunities without Partners

Could someone give an idea to retrieve Opportunities without having a partner in salesforce using SOQL or Apex? I have many duplicate opportunities and want to filter out those without having any ...
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41 views

Advanced currency feature is effect for child object of opportunity object?

When we enable advanced currency feature is it effect for currency fields on the child object of the opportunity object?
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How to create OpportunityPartner object to test OpportunityPartner functionality?

I want to write some tests to check a logic, related to OpportunityPartner object. The logic reads OpportunityPartner for Account, then reads it's Contacts. partners = [ SELECT OpportunityId, ...
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Error using ExternalID to reference Opportunity when loading Quote via DataLoader commandline

I am getting an error that states "Required fields are missing: [OpportunityId]" when I try to upsert some Quote records via the DataLoader command line (part of a nightly data load process). The ...
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triggers on opportunity stage and probability to prevent the opportunity stage from regressing to a lesser value

For example, probability is high like 70% and it will not revert back with decreasing of probability. Like negotiation review - 90 And it will not back to Value proposition - 50
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Customize Opportunity - Related List Stage History

I have a requirement where I need to add fields in stage history related list. Please help me.
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65 views

Update Opportunity stage based on related list

I'm looking to update the opportunity stage based on a field in a related list. My opportunity is linked to the school, and the opportunity has a related list of teachers. We often have several ...
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100 views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
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52 views

What are the possible ways to ARCHIVE the attachments in Salesforce?

Scenario : Some attachments specific to an opportunity are available under Notes and Attachments of the the Opportunity . Out of those set of attachments,some are obsolete and hence would like to ...
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87 views

How To Clone Opportunity With Extra Related Custom Objects

Each Opportunity in our Salesforce system may have zero or more related Opportunity Items which are custom objects. The relationship and use of Opportunity and Opportunity Items is like Orders and ...
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73 views

Can we Display a Error Message on Standard Detail Page of Opportunity on Load

I have a requirement on Loading Standard Opportunity Detail Page, if Opportunity Amount is greater than certain value say 500K i need to display a message on top of page. is it possible without ...
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231 views

How to create a YTD comparison of This and Last year sales?

I need to compare YTD sales of this and last year sales. How can I achieve that with a simple formula field on the opportunity object? YTD = Year - To - Date - e.g.: all sales until this date. (and ...
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54 views

Opportunity is not saving

I'm just trying to create a simple form to save an Opportunity. For some reason, the page isn't saving and not giving me any console errors. Here is the code: <apex:page showHeader="false" ...
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28 views

Probability and forecasting fields are not filling by default in Custom Opportunity VF page..?

In Custom VF Page for Opportunity, when selecting Stage field.. Probability and forecasting fields are not filling by default. In Standard Opportunity page, if we select Stage field.. by default ...