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

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Trigger either a visualforce page or button when field hits a value

I am using Avatax and we have a trigger that populates our freight amount to the opportunity line item after the it has been submitted for approval. Problem is that calculate tax is a button that ...
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1answer
14 views

Update Opportunity Page Layouts per each Opportunity Stage

I have two Opportunity Stages. Stage A and Stage B. When I move from Stage A to Stage B, I want certain fields on the page to appear and certain fields to be made required (that were not originally ...
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25 views

Separate opportunity views

I have a situation in which User X currently supports both Latin America and our south region . Is there any way to have two separate opportunity views, one for each region. If that is not possible, ...
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28 views

Adding to opportunity different products from different pricebooks

I am trying to figure it out how can I implement this idea, I saw that this question already been asked but I haven't found an answer for that. Does someone maybe knows what are the options ...
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16 views

Screen pop opportunities

I am able to screen pop contact and cases using open CTI, but not able do with the opportunities. When I type in opportunities name in search box I am able see the search result, but no result when ...
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1answer
29 views

Opportunity Validation Rule Will Not Fire

I have a validation rule that doesn't seem to work. I think the issue is the Stagename field. I've tried the Stagename values with and without spaces. When I have a record that should meet the ...
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1answer
16 views

Cannot access Contract from Opportunity in Visualforce

In a VF page I'm writing, working with the Opportunity standard controller, I'm trying to reference the Contract, like this: <apex:inputField value="{!Opportunity.Contract.Name}"/> I'm ...
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25 views

CloseDate Stage history field on opportunity

Can we rename the field CloseDate of the stage history related list of opportunity? Beside, is there a way to increment the value of this field?
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38 views

Why does Salesforce not have an out-of-the-box option to merge opportunities?

In our org we regularly end up with duplicate opportunities due to small problems in our API integration (out of my control, unfortunately, but I am responsible for much of the de-duping -- hence my ...
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27 views

Workflow for sending Email Template with updated Account and Opportunity

I am updating my opportunity(Child object) and Account(Parent Object) through API. I want to send updated fields to selected email addresses to email templates. I was trying the workflow criteria as: ...
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3answers
55 views

Trigger on Opportunity to update User object

Trigger on Opportunity to update User object I need to make a trigger on the opportunity object that Adds +1 to a custom filed on the user object every time an opportunity that the user owns has the ...
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1answer
35 views

Validation rule to prevent account name change on opportunity

I am trying to write a validation rule to prevent users from changing Account name on the Opportunity once a value is present in a custom text field on that Opportunity. If I use ...
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2answers
22 views

How would this date formula be structured? End Date = Start Date + Length in months)

I'm looking to auto-populate my End date field in the Opportunity Object. I have Start Date, End Date, and Opportunity Length (in months). Please help? :)
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34 views

Use Outbound Message and Salesforce API in the Same Asmx Web Service

I've created an asmx web service to handle an outbound message from Salesforce and an update operation to Salesforce. I originally created this web service to only handle outbound messages and I ...
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1answer
22 views

How can I create Opportunity Validation Rules without breaking Lead Conversion?

In our Salesforce process, our Opportunities have a custom Picklist field called 'Vertical' to track the industry segment of each Opportunity. I'm trying to make this a required field. I'd like to ...
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1answer
25 views

Pass currency value to custom field using JavaScript button

I need to populate a currency custom field Value_Of_WE_Spend__c on a custom object WE_FEP__c with the value from an opportunity currency custom field Annual_Settlement_Value__c. I've written the ...
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3answers
40 views

How to query Products by Opportunity?

I want to query products only related to particular opportunity. And I tried this using sub-queries but I was able to retrieve PricebookEntries related to Opportunities. I'll hit a dead end if I tried ...
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1answer
30 views

Cross validating Account fields when an Opportunity is created

I have the following validation rules that should validate whether an Account has a 'complete' address when an opportunity is created for the account, and they're not validating and I'm not sure why. ...
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9 views

Querying Master Object From Child Object PHP Toolkit

I am a bit new to salesforce and coding. I have integrated my salesforce through php toolkit and is trying to update opportunity and account through a web form. Uptil now I am successful in updating ...
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2answers
22 views

Product Name, ID, Code are not appearing under custom report

I have a custom report type called Opportunities with Transactions. Opportunities has a custom field called ProductIndex which is a lookup field to Product. For some reason on this report, Product ...
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1answer
50 views

How to forecast by expected revenue?

According to the Forecasts Administrator's Workbook - http://login.salesforce.com/help/pdfs/en/forecasts.pdf - it should be possible to forecast by expected revenue (Step 3 on pages 5 and 6). ...
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3answers
29 views

Update case and opportunity owner to login user using custom button

Update case and opportunity owner to login user using custom button: I am having a case record 'x' and i want to create a custom button and when i click the button it will update case owner and ...
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1answer
18 views

Convert record name from lookup field to string field value in JavaScript

I'd like to use the name of the opportunity, which a case is being created from, as the case Subject, for easy reference. My cases are being created using a custom button & JavaScript. I can't ...
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1answer
29 views

Create new case, assign record type, add to queue & populate other case fields

I need to create a New case custom button which will be displayed on the Opportunities object and selects the record type, while also populating other fields on the case page layout. The easiest way ...
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1answer
59 views

Add Products to a New Opportunity

I have a trigger that is meant to fire when certain conditions are met on an edited Opportunity. The trigger is designed to create a new Opportunity using some values from the previous Opportunity. ...
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1answer
24 views

Where the opportunity competitor's picklist value stores?

The default function of Salesforce's opportunity is with a competitors relation list. And, admin can setup the competitor list for the whole Org. I just wonder where the list stores in the ...
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25 views

what is the use of territory object on opportunity

Can anyone help me to know what is the use of territory object on opportunity with a example. Please provide me some example and how there 2 objects are related to each other.
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15 views

Time dependent workflow acction on Oppo- Account level

I am creating a workflow on the opportunity level to create a task 2 weeks after the Account End Date has passed. Although it is visible on the opporunity, the parent for that field is on the account ...
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37 views

Error as :Field is not writeable: OpportunityLineItem.Extension__c

Can any one help me out with this Error. Error as : Field is not writeable: OpportunityLineItem.Extension__c Error line is :ol.Extension__c=(ol.Extension__c)*0.01; Im writting an apex trigger to ...
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2answers
31 views

unable to lookup primary campaign source in opportunity

i have created this 'Opportunity A' & 'Campaign A', so now i would like to relate Campaign A to Opportunity A by going to Opportunity A and click on the primary Campaign Source lookup but nothing ...
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2answers
22 views

Sending an email to a User defined from a lookup?

I have a lookup field on our Opportunities, that pulls a User in our Organization. I need to be able to email that specific user when the opportunity changes. I can already figure out how to make a ...
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3answers
31 views

Amount change in opportunity

I'm trying to create trigger where if record type is Revenue Risk then amount should be saved in negative value, Here's my code in which I'm having error. I tried it two ways, second is in comments.. ...
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2answers
33 views

Is there an easy way to Mass Update Opportunity Close Dates?

We have a lot of data that was added to Salesforce that has not been updated in 2 years. I have been tasked with organizing and validating the information in Salesforce. I need to mass update ...
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3answers
59 views

Error using S4G Currency updater app for automatically updating currency exchange rates

I have multi-currency enabled org where I am using S4G currency updater, which automatically updates currency rates using yahoo's webservice. I have also enabled Advanced Currency Management (Dated ...
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1answer
20 views

Opportunity StageName from Closed Won to Closed Cancelled

Got an error condition formula below: AND( ISPICKVAL(PRIORVALUE( StageName ), "Closed Won"), OR( ISPICKVAL(PRIORVALUE( StageName ), "Closed Won"), ISPICKVAL(PRIORVALUE( StageName ), "Commit")), ...
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36 views

Can you use line item values in formulas on the Opportunity page?

I am wondering whether or not it is possible to extract the values of the line items from a quote and use them in formulas on the opportunity page? We're looking to show how much of a potential deal ...
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1answer
28 views

How do I create a workflow to close an opportunity 5 days after the close date passes?

Opportunities are time sensitive (The opportunity is for an advertisement that will run on April 1st) I need a workflow that will change the Opportunity to "closed - Lost" 5 days after the Opportunity ...
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1answer
25 views

visualforce invoice page that refers to opportunity's account's contacts

In an invoice that is a visualforce page which is launched from a button on an opportunity layout, I would like to have this visualforce page refer to the account's contact. I know I can refer to an ...
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1answer
34 views

How to get Opportunities from Contacts

I am trying to get Opportunities from Contacts but hitting the below error: Save error: The configuration of your org has changed, please reload the page. Missing dependent object: Field: ...
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2answers
24 views

How to stop redirecting to the EDIT URL when clicked on “Related List” “edit” link?

I would want the record to not to redirect to the "Edit Page" when clicked on "Edit Link" instead want to "Alert" the user with a warning message. Basically, I am to lock a record when "the stage in ...
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3answers
59 views

Can you query by LastModifiedDate on OpportunityHistory?

This query: select ID, StageName, Probability, Amount, CloseDate from OpportunityHistory where OpportunityId = 123 and LastModifiedDate > 2015-01-01T00:00:01z Throws this error: No such column ...
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1answer
46 views

How can I get the product name having created a new opportunityLineItem in memory?

I have created a new opportunityLineItem: OpportunityLineItem newOppLineItem = new OpportunityLineItem(OpportunityID=contOpportunity.id, PricebookentryID=contPriceBookEntryID, unitPrice=1, ...
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25 views

Pulling Product description through from Opportunity Product as a default value but can be edited

When I add a new product onto an Opportunity I would like the description from the Product to be shown on the creation form as a default value in a text area field. I would then like to be able to ...
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45 views

Adding custom component interspersed within related lists on standard detail page

Is there a way to add a complete new section "Related list" to an opportunity. and then have check box field with a search users option and assigning date. do I need to create this in apex , or can ...
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1answer
35 views

Opportunity Validation Rule on Primary Campaign

I must be going crazy. On an Opportunity I want the Validation Rule to trigger when no Primary Campaign has been selected. This is a Standard Field on the Opportunity so the rule I set up is ...
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1answer
33 views

Process Builder running 2 versions with a time based Create Action?

I revised the initial process to include few more fields on a time based create action. Now I have 2 records being created the same time and only 1 Process is active. What could be wrong here? Is ...
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1answer
56 views

How to return to the previous page from a Visualforce page?

I have a page that shows records for an object and I need to be able to select some, and then once the "Add Packages" button is clicked I need the page to return to the previous page after completing ...
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1answer
29 views

how i can create an inventory (custom obj) as per the quantity of opportunity line item?

How i can create inventory custom child object by trigger under opportunity, because child object cannot be created for opportunity line item. inventory will be created for each line item ...
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56 views

Closed/Lost opportunity stage match with Omitted forecast category

Time-based Workflow on opportunity Object. As per our workflow criteria when 'Closed date and Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 ...
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34 views

How to add dashboard Graphs to new user

I just added a user to our salesforce, but the Gauge Dashboard dosen't show their name and they don't see the graph in their home page. Is there a place that I need to add them to so the graph will ...