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

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Opportunity Clone with Contact Role

I have a custom clone button for Opportunities with line items. Blanks some fields, pre-populates some others. Is there a way to include the existing Contact Roles so i don't lose them? My users are ...
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24 views

Trigger to copy OpportunityTeamMember UserId to case Owner Id

I am trying to copy OpportunityTeamMember Userid(if exists) to Case ownerId.But, when I am trying to fetch using Map ListI have been getting Null pointer exception. //code starts here Map<Id, ...
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Shall we map opportunity field with out lead field while lead conversion

I stuck in a place called field mapping in lead conversion.In my organisation while lead conversion picklist(standard) called "Type" in opportunity object.But in my lead object i don't have that ...
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20 views

Days of Opportunity Stage

We can capture the number of days the opportunity stayed in a stage using custom field+wf+field update. This works on the current records and on the existing records if they are edited(the value will ...
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25 views

Relationship between contact and opportunity

In the salesforce UI, there is a related list of opportunities on contact layout. However, I can't figure out an API field that relates contact and opportunity. I basically want to get all ...
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12 views

Visual Flow Creating Opportunity and set probability AND stagename

I have a visual flow that essentially generates a renewal of an already existing opportunity. The flow is launched from a button on the opportunity. I use the record create element to create the ...
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3answers
64 views

How to calculate the age of the stage field when it changes from one stage to another stage on the opportunity

Can any one help me out . I have a requirement where i need to calculate the age of each stage when their change from one stage to another stage . For Example : I have two stages say as Stage 1 ...
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1answer
15 views

criteria for lookup

I created a lookup for sales people in the opportunity objects and I want them to be grouped according to the picklist in the account. However, when I create a lookup, the criteria should only be in ...
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14 views

Inserted Visaul froce page on standard layout to display message on top of the page when certain criteria matches.

I have created a visual force page and added that page on top of the standard layout using visual force pages section. My page is to only display a message to user once criteria matches. I am ...
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20 views

Difference between Product(Standard Price book) and Product (Saturn Price book) related list on Opportunity

Difference between Product(Standard Price book) and Product (Saturn Price book) related list on Opportunity - On some Opportunity I see Product(Standard Price book) related list and on some I see ...
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20 views

How to Report Closed Won Opportunities by Lead Source

This may be a rookie question but I can't figure out how to report number of closed won opportunities by lead source. I can see the Leads By Source prebuilt report but it doesn't link to ...
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14 views

Validation Rule on Stage picklist and Loss Reason picklist

We have Loss reason as dependant picklist for Stage. Whenever stage is "closed lost", we wanted to capture loss reason. We have put the following validation rule @Opportunity, AND( ISNULL( ...
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12 views

Duplicate Opportunity ID Records in Opportunity Report

Does anyone know why or how Salesforce generates duplicate opportunity records (same opportunity ID, same Account ID, same account owner). It makes generating reports very challenging, for instance, ...
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23 views

Pricing issues on quotes when adding duplicate product codes to opportunities

We've just noticed that when adding the same product code multiple times to an opportunity and then producing a quotation, that the pricing for those duplicate products gets mixed up on the quote. The ...
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1answer
12 views

Products object disable list price and quantity

is there any way to disable the list price and just use the standard price and also disable the quantity of the product in products object in salesforce? Thank you in advance.
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1answer
22 views

How to Query for information from Opportunity Trends Report?

I'd like to query Salesforce with an SOQL query that can attain the 'Historical Amount' as of a given date in the same way that we can attain this information from an Opportunity Trends Report. ...
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1answer
29 views

Failure Attempting to update Opportunity

I am attempting to update an Opportunity using the SOAP API Enterprise Client. I am getting back various errors, so I don't think I am passing the correct or possibly required information. The 2nd to ...
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15 views

Any recommendations for adding forecasting to Opportunities (Lighting Experience Enabled)?

According to the release notes, forecasting is not supported by Lighting Experience at this time. If forecasting is a must-have, has anyone customized a way to integrate/display forecasting on ...
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How to Restrict Sales Rep users for not creating the Schedules

Can any help me out with this? I have a requirement where i would like to restrict few users Say As "Sales Rep Users" for not creating the Schedules .I mean their can create a Opportunity record with ...
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30 views

Error while adding an product to an opportunity

When user tries to Add an Product to the opportunity record ,it throws an Error as : Currency null is not supported by this org. The price book which user is selecting is "Standard Price Book" . ...
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34 views

Replace the Lookup with Picklist using VisualForce and Apex

I want to convert a User Lookup to be displayed as dropdown (Picklist) in add screen. We have a Custom Field to display Users in Opportunity Create Page. I have written a Custom Apex Controller by ...
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14 views

Show that value using record type only to one profile “Application system administrator”

Can any one help me out? I have requirement for the Stage field has value called "Closed Lost", which has dependent pick list field Reason lost. Reason lost has value "Dupe opp", we want to show that ...
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53 views

test class - not working

I have written a Trigger as following trigger OppIDtoLookup on ONB2__Invoice__c (before insert, before update) { for (ONB2__Invoice__c a : trigger.new){ if(a.OppID__c != null){ ...
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How to populate custom field Opportunity object with details from Opportunity Contact role object?

Problem statement: Need to populate a custom field on Opportunity object with details from Opportunity contact role object. Is there a way to achieve this problem with out writing apex? I found this ...
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1answer
12 views

Cross object reference for trigger Opportunity -> user

I am trying to access a custom field on User object in my trigger on Opportunity. If the Opportunity Owner has this custom field checked on his user page i need a custom field on Opportunity ...
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15 views

Get complete list of Forecast Categories & Labels

I'd like to programatically (in Apex or SOQL) get the full list of ForecastCategories and their corresponding ForecastCategoryNames for an org i.e. the list that you can access in the UI by navigating ...
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1answer
26 views

Creating Recurring Record Type Opportunity using soap API

I'm attempting to create an Opportunity object via the php soap API. I can create a Single Donation just fine. The problem stems from the Recurring Gift you must create to attach it to the ...
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30 views

What should my opportunity represent?

There are so many ways we can use opportunity, I'm trying to find out what is the best for our situation. We keep track of multiple contacts using multiple products. And they have to renew their use ...
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23 views

Getting Error on “insert oliObj;”

Account testAccount=new Account(Name='TestAccountForTestClass',ShippingCountry='India',RecordTypeId=recordId1); Insert testAccount; Id ...
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1answer
43 views

Populate Account on Opportunity using externalID in before insert Trigger

I am to trying to populate Account lookup on Opportunity using External Id field on Opportunity using before insert trigger. It is not working however if I do it by a simple class it work. ID__c is my ...
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13 views

Creating an opportunity matrix report that actually looks decent?

So I have a custom Sales Path for Opportunities. I've created a report to determine where all of the open opportunities are on this Sales Path. Unfortunately, the way that the report looks, it seems ...
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2answers
36 views

How to sort when we use aggregate function?

I have a formula field that orders a particular field values. Example: A field for employees profession, for each profession there is an equivalent number value like, "IT = 1, Doctor = 2". I'm using ...
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2answers
33 views

Making the “Next Step” field required when changing the stage of an Opportunity?

What would be the easiest way to make it required for a user to update the "Next Step" field whenever they attempt to change the stage of an Opportunity? I think making the field required only forces ...
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1answer
15 views

how to disable add product button in opportunity when i select stage as prospect

How to disable add product button in opportunity when i select stage as prospect I want to disable add product button in related list of opportunity when i select stage as prospect. and i want to ...
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24 views

Trigger Field Update on Opportunity based on Custom Fields on other opportunities in the same Account

I'm looking to calculate retention rate for our clients. New to Apex triggers, but I think that's what I would need to accomplish. We have two types of account record types, client direct and agency. ...
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I lost the opportunity ID

PLEASE HELP! I made an opportunity for a client, the client asked for a different price, so I created another proposal. I then decided I should make a new opportunity as I had already entered the ...
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36 views

Apex code to update field permission set

i'm trying to update Field permission from apex code where opportunity Field permission in my permission set with id 0PS280000001nGv are to be updated.here i was able to update object permissions but ...
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53 views

Lock Opportunity Close Date after Closed Won

How can I lock down the Close Date when an Opportunity is Closed Won or Closed Lost?
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26 views

How to summarize the total number of products

I created a field in opportunity, i need to get the total number of quantity of the products whenever I add or delete a product. As much as possible I want to avoid triggers. Any comment will be ...
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21 views

Access product field and sorting of each column

I need to Create a new Button on Account detail page, on click of this button new VF page has to be displayed and it should show the opportunities based below conditions. Opportunities Stage - Not ...
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1answer
13 views

Accesing Opportunity Object ID

I am trying to access the object id of Opportunity. Is there a way I can do this from within a Visualforce page? Just to be clear I am looking for the id of the actual object not the ids of it's ...
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2answers
30 views

Another record type inside a record type

I need to create another record type inside a record type but I don't know if its even possible. If it isn't, what other approach can i try to achieve this? Do i need to create another object? I have ...
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1answer
81 views

How to automatically create Opportunity Splits through a trigger?

I am looking to automate the creation of Opportunity Splits on each opportunity as we cannot trust Sales Reps to add the Opportunity Team and Opportunity Splits accurately. So I decided to automate ...
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35 views

On Update of an opportunity field should update account field!

I'm looking for a APEX Trigger code few of my Opportunity fields are there in account (Picklist/Date/Text) i'm looking for a code where i can apply logic! Example - Contract duration (Picklist) ...
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21 views

Managing associated partners involved in opportunities

We have complex opportunities that involve many outside companies. It seems like if another account is used, this clutters up our accounts. Contacts doesn't seem appropriate since these are not ...
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2answers
20 views

I want to get id of product selected on opportunity record

I want to get id of product selected on opportunity record. There is lookup relationship between Opportunity and product. All I want is id of the product selected by user on that record. below is my ...
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26 views

Why is Opportunity not an option for insert using the Data Loader?

I am attempting to insert from a CSV a list of Opportunities, however, in the list of available Objects, opportunity is not one of them. I can insert OpportunityProduct or Opportunity Share, but not ...
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76 views

No such relation 'Product2' on entity 'OpportunityLineItem'

Code 1: Id oppId = '00612433434'; //some Opportunity Id for(Opportunity oppObj : [SELECT Id, (SELECT Product2.Name,Product2.Family FROM OpportunityLineItems) ...
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1answer
12 views

When you replace a stage in the Opportunities section why does it remain in the active list?

After I have replaced some stages with new stages they are still listed under active. When I tried the change with a test record in the sandbox it has been updated with the new stage, so it works. ...
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How do I replace stages for opportunities with new stages, within Sandbox then push to production?

I am trying to consolidate a long list of stages currently used into about 4 stages and need to replace the other stages with 1 of the 4 new ones. How do I do this within Sandbox and then push to ...