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

learn more… | top users | synonyms

-1
votes
1answer
28 views

SOQL query all tasks and events with opportunities and any connected campaigns

I'm fairly new to SOQL but I need to write a query that returns all activities (Events and Tasks) that are associated with an opportunity. In addition I'd like to get any campaigns that are ...
-1
votes
1answer
16 views

See ALL campaigns tagged on an opportunity - not just the one marked as primary

I have not been able to find a way to show all campaigns that have been tagged to an opportunity except just looking at the opp in Salesforce. Has anyone else been able to do this? Please help!
0
votes
1answer
43 views

How to get the Opportunity's page url?

I am trying to get the opportunity's page url, when new opportunity is created for each customer. While creating opportunity got the opportunity id,but how to get the Opportunity page's url? Does ...
1
vote
0answers
14 views

Copying attachments from GoogDrive into new Work Order related to Opportunity [closed]

Working on a project that wants to copy attachments from an Opportunity into a Work Order generated using a button within the Opp in a custom 'Work Orders Generated by an Opportunity' object. Client ...
0
votes
2answers
22 views

Trigger to create a new child record type Opportunity and Opportunity Line Items if the parent record type Opportunity is Closed Won

Okay guys, I have now spent 4 days and counting on this trigger and I really feel it shouldn't be this hard but I am having a lot of trouble trying to get it done so help would be greatly appreciated! ...
1
vote
1answer
39 views

Trigger to get related list of Opportunity Line Items and create a new Opportunity

I am having some trouble with writing a trigger to get a related list of Opportunity Line Items IF the stage on Opportunity = Closed Won. Once I get this related list, I need to create a new ...
0
votes
1answer
31 views

aggregate soql select contact fields from opportunity query

wondering if anyone can help me with a query on opportunity that contains contact fields. i've tried a bunch of solutions but no luck yet. Select count(Id), Account.Contact.SomeField from ...
0
votes
0answers
9 views

error on adding products to a private opportunity

I'm preparing for the Sales Cloud certification and try out all possible settings. I have private sharing model on opportunity. I noticed that when I click the Private checkbox I'm not able to add ...
0
votes
0answers
19 views

Salesforce API Opportunities split System.DmlException: INVALID_CROSS_REFERENCE_KEY, Unable to create an opportunity team member

I am new to salesforce.I have enabled oppotunity split with check box checked for team enabled. While i run some code or through salesforce api i am getting the following error System.DmlException: ...
1
vote
1answer
20 views

Create Validation for a custom object line item on an opportunity

I have created a custom object called Billing Forecast with a master-detail relationship to the opportunity object. When an opportunity is closed won I need to ensure that the user enters at least ...
-1
votes
1answer
20 views

Get Opportunity based on contact under the account

I am expecting Opportunity in table (vf page) from contact and this contact is under the account. can anybody help me out for this... Thank you.
2
votes
3answers
40 views

Non-technical: Can an existing customer be a lead?

This question is non-technical. It's more based on the principles of CRM and how SalesForce implements those principles: When talking about new customers and the sales funnel it's quite clear: Lead ...
2
votes
2answers
27 views

System.AssertException not allowing me to convert Leads into Opportunities

I'm trying to convert a lead into an opportunity (on a managed package), so no access to the triggers. I just want to know if there's a solution to an Assertion Failed. This is part of the Error ...
1
vote
1answer
21 views

Can the pricebook be changed when cloning an opportunity with product?

I have a location field on Opportunity which is tied up with a pricebook. If I clone the Opportunity with products, it won't allow me to change the location because it's associated to that pricebook. ...
1
vote
1answer
25 views

OpportunityFieldHistory: NewValue and OldValue

I have a question about the stagehistory. I am trying to get the number of times an opportunity enters a specific phase during, for example, this week (or lastw eek). I tried this query: select ...
0
votes
0answers
33 views

Create Quote From Opportunity Programmatically

I want to automate create Quote from Opportunity Process. I want that Quote have all products from Opportunity with its SortOrder. How I can implement this functionality? P.s. SortOrder field is not ...
2
votes
0answers
31 views

ERROR(Save Error: duplicate Alias: Name) when using Day_Only

I'm using the following SOQL query to populate a custom controller for our sales team to view their opps on the opp tab landing page. It works fine with CloseDate alone, but the field is returned as ...
1
vote
1answer
40 views

Pricebook entry currency code does not match opportunity currency code

I have a Visualforce page which create a product record, a priceBookEntry record and a opportunityLineItem record. I don't understand why in only one case, I get this error : In my code, I first ...
0
votes
1answer
31 views

Dependent Picklist from standard field

I have a list of open and closed opps from a selectedaccount, this works fine. But if I want to change the picklist fields (RecordType, Stage) should change the dependent field. The fields Stage and ...
0
votes
0answers
13 views

Generating reports on Opportunities having Related list with contradictory conditions

I have an custom Object Eval which is having lookup relation with Opportunities object. This Object Eval having a field ' Type ' which is of type pick-list with some values like 'A','B','C' If two ...
2
votes
2answers
44 views

Changing Oppoturnity Owner to a Lookup User Id field on the Opp Object

I want to create a trigger on the opportunity object to change the opportunity owner (if their profile is a Service Engineer) to the field called "Sales Rep Owner" which is a lookup user field on the ...
2
votes
1answer
18 views

Problem with trigger execution on Opportunity batch insert

I've been dealing with this for a while now, and still haven't found a solution on the problem I am currently facing. So.. here is the situation. I have programmed a Trigger for the Opportunity ...
0
votes
1answer
55 views

How to get the StageName in Opportunity in apex

This might work. But I need the one from the Opportunity object. public List<SelectOption> getopenPresentationOptions(){ List<SelectOption> optns = new ...
1
vote
0answers
28 views

Problem with Opportunity fieldMap describe method

I have used this code: Map < String, Schema.SObjectField > fieldMap = schema.SObjectType.Opportunity.fields.getMap(); String theQueryOpp = 'SELECT Id, AccountId'; for (String ...
4
votes
1answer
73 views

Account Owner changes Opportunity Owner?

Q1: When I change the owner of an Account record to UserA, the associated Opportunity record's owner is set to UserA automatically. Is it a native behavior? (I checked all the workflows and account ...
0
votes
1answer
38 views

Set the first Partner added to an opportunity as “Primary” by default

Our Sales have to add Partner(s) for certain Opportunities. They do this within the Opportunity record, under the Partners section. When they do, the Partner needs to be marked as a “Primary ...
2
votes
1answer
56 views

Is there any way to hide/remove Stage field from standard Detail Page of Opportunity object?

Is there any way to hide/remove Stage field from standard Detail Page of Opportunity object? I want Stage to be changed automatically and not manually by user. I tried to edit Field Accessibility, ...
0
votes
3answers
76 views

Can i add two number field dynamically on Visual force page

I have two input field of type number Field1 and field2 on Opportunity page . Here is my requirement If i enter field1= 5 then field2 should auto populate 30+5=35 on the same screen. I am ...
0
votes
0answers
28 views

Opportunity Sales Process - Same Sales Stage Name but Different Percentage

I would like to set up two Sales Processes. Process A and Process B. I would like to have all of the same stage names on both Process A and Process B but I would like to have the percentages different ...
1
vote
0answers
40 views

Trigger for field update on Opportunity (child) records based on Account (parent) field value?

I would like to automatically update the Stage field on all child opportunities to Closed Won when a custom checkbox field ("Payment Info on File") is checked on the parent account record. I came ...
-2
votes
4answers
48 views

Want to display ownerid as current user by default on account and oportunity page

I want to display opportunity owner and account owner as current user by default on VF page. Kindly help me out. Thanks in advance.
1
vote
1answer
45 views

Partner Community - Opportunity Data Not Displaying

I'm setting up a Partner Community (with VF pages) in my dev org , and I've run across a problem displaying opportunities on the community page. Basically, the community is set up so that a "client" ...
1
vote
1answer
34 views

Set same picklist value

We are planning to set a new picklist field with the same values as the recordtype field. In order to keep the old values we need to (temporary) update the values of the new filed with the actual ...
2
votes
0answers
33 views

Opportunity Split Using APEX and Visulforce Page

Has anybody developed Opportunity Split and Opportunity Overlay functionality using APEX and Visualforce page ? I have developed but the problem is I'm using wrapper class inside it so it taking more ...
1
vote
1answer
44 views

How to add custom field to page multilineitem.jsp for opportunity?

Is there a way to add custom field to the page multilineitem.jsp for opportunity? (URL salesforce.com/oppitm/multilineitem.jsp) Here is page screen:
2
votes
1answer
23 views

How can I delete Account with Opportunities(Closed Won) via REST API?

As a documentation said when I delete a record all referal records will be deleted. But there are limitation about opportunities with Close Won Stage. If I change Opportunities to another Stage, ...
0
votes
1answer
30 views

Opportunity Merging: Campaign Influence

As Salesforce has no native function to merge Opportunities I'm looking into creating my own. I'm comfortable with the field mapping/child records (products, activities, attachments etc) but the one ...
1
vote
1answer
30 views

Set up an Alert on the “New” opportunity button

Is there any way to set up an alert message when a user clicks the "New" button either on the Opportunity object or on the account related list? I don't think creating a new button will help because ...
0
votes
0answers
43 views

Override Contact Lookup with Visualforce page

I have been experimenting with Jeff Douglas' "Roll your own Salesforce popup window," http://blog.jeffdouglas.com/2011/08/12/roll-your-own-salesforce-lookup-popup-window/ I have configured it ...
1
vote
1answer
34 views

Merging data on Opportunities from multiple reports

I am struggling to understand Salesforce features with respect to merging information from multiple reports. Specifically, how does one lookup information on a given Opportunity or Account from other ...
1
vote
1answer
50 views

Ongoing association between Contact and Opportunity after Opportunity Contact Role deleted?

I have Salesforce integrated with HubSpot for my client and noticed some odd behavior going on with HubSpot smartlists with criteria for including Contacts who are associated with Opportunities via ...
1
vote
1answer
51 views

Custom List Button on Product object is not appearing in the related list

I created a custom List button on the Product object : and added to the list view: But I don't see the button on the Opportunity Product related list section: Could some body please help on ...
0
votes
1answer
20 views

set related product name in an opportunity field

im trying setting an opportunity field with the name of a related product (there is always only one related product to each opportunity). but , because im a new admin , im yet not fully control apex, ...
0
votes
0answers
43 views

Update Record Type in Custom Button using Cancel URL

I have a custom button on an opportunity called 'Move to Stage 2'. When this is clicked it opens the opportunity in the Edit page and updates the record type to 'Stage 2' (which also updates the page ...
0
votes
3answers
74 views

update contact customfield when opportunity is created or updated

I am quite new to Sales force I need to update a custom field on contact using total_amount_c when ever any opportunity is created or updated with stage 'Closed-Won' , opportunity amount value is ...
1
vote
0answers
32 views

Opportunity Product Fields - Names Changed

I am in the process of merging two Salesforce orgs together. In one org, opportunity products have fields with names such as "Quantity" and "Total Price". The other org has those same fields, but ...
1
vote
1answer
38 views

Picklist value selection that will populate formula field date

I am trying to make a formula date field with will show Today's date ifa specific picklist value is selected. Here is what I have come up with IF(ISPICKVAL(Debit_Success__c , "Suspended"),TODAY()) ...
0
votes
1answer
147 views

Problems writing a Test class for the salesforce OpportunityTerritory2AssignmentFilter class

I am trying to write a test class for OpportunityTerritory2AssignmentFilter It implements the TerritoryMgmt.OpportunityTerritory2AssignmentFilter and is a sample class provided by salesforce. Has any ...
0
votes
3answers
44 views

Create custom field which displays first opportunity created

I have a requirement where I need to capture, in a custom field on the Account Object, the date that the first opportunity was created against an Account. Furthermore, I also would also like to do ...
0
votes
0answers
49 views

Communities - Custom Button to be used internally and externally

I have a partner community where partners log in and update opportunities through the use of custom buttons (1 example below). I want the same process for internal users, ie. I want them to use the ...