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

learn more… | top users | synonyms

-1
votes
3answers
22 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 ...
1
vote
1answer
9 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 ...
1
vote
1answer
18 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 ...
0
votes
1answer
45 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. ...
1
vote
1answer
20 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 ...
0
votes
1answer
15 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.
1
vote
0answers
11 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 ...
0
votes
0answers
27 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 ...
0
votes
2answers
26 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 ...
0
votes
2answers
18 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 ...
1
vote
3answers
29 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.. ...
2
votes
2answers
22 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 ...
0
votes
2answers
31 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 ...
0
votes
1answer
14 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")), ...
0
votes
1answer
29 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 ...
0
votes
1answer
22 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 ...
0
votes
1answer
15 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 ...
1
vote
1answer
28 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: ...
0
votes
2answers
20 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 ...
0
votes
3answers
52 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 ...
0
votes
1answer
37 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, ...
0
votes
0answers
18 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 ...
0
votes
1answer
39 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 ...
0
votes
1answer
25 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 ...
1
vote
1answer
25 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 ...
1
vote
1answer
48 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 ...
1
vote
1answer
21 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 ...
0
votes
0answers
44 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 ...
0
votes
1answer
30 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 ...
0
votes
2answers
33 views

How to restrict user to edit only one field after record is closed?

I want to create a validation rule where sales manager profile can only change the picklist field stage of the closed opportunity and nothing else.
0
votes
1answer
58 views

SOQL: Select Opportunity based on Product fields

I am trying to query Opportunities which have a Product matching certain criteria on, something like below: SELECT Name FROM Opportunity WHERE type != 'renewal' AND Id IN (SELECT OpportunityId ...
2
votes
1answer
216 views

Process Builder Sandbox vs. Production

I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For ...
0
votes
1answer
36 views

Is it possible to map custom contact fields to opportunity fields?

Is it possible to map custom fields at the contact object to the opportunity object if the opportunity is created after conversion? For example: if I have a custom lead field called "Favorite Fruit" ...
0
votes
1answer
82 views

Approval Process : Lock the whole Opportunity Including Notes and Attachment

Currently I have an approval process, that locks the opportunity and the record but the user, still can submit Notes & Attachments after. Is there a way to lock those as well?
0
votes
0answers
20 views

opportunities not able to see

issue:user unable to see opportunities in salesforce whereas opportunity owner name updated wrongly through batch job I have observed opportunity owner is updating wrongly in opportunity detail page. ...
0
votes
1answer
53 views

Trying to clone Attachment to new record via trigger Code not working

I'm trying to clone an attachment on an opportunity to a custom case object via a trigger. My code is creating the case but not cloning the attachment. Is there anything I can do to get this to ...
0
votes
0answers
21 views

Helper Method Opportunity Stage Name

I'm about to create a helper method to my trigger (see below) but unsure of the parent-child relationship of contract and opportunity (I mean that right way to query and/or call a certain field (i.e. ...
0
votes
0answers
12 views

Writing in data from excel workbook

Is it possible to upload an excel workbook into an Opportunity (via Chatter or Notes&Attachments) and write code to read certain cells from that workbook and insert it into an Opportunity record? ...
0
votes
1answer
15 views

Making a copy of an Opportunity Record in to separate child object

Is it possible to take a "picture" of an Opportunity record with all the fields and write those values into a new record on a child object of the Opportunity (custom object called Opportunity Timeline ...
2
votes
1answer
36 views

Soft release a product in Salesforce

I want to add some products into another environment towards release and I want to be able to hide the product from certain users for a while. Then if everything goes well I want to make it visible to ...
0
votes
1answer
46 views

Converting Trigger into a Helper Class/Trigger Dispatcher

I got the below trigger written in a trigger and I need to separate it out to a helper class/trigger dispatcher as a method and call that method in the trigger. trigger updateOppStage on ...
0
votes
0answers
21 views

Unsure of Testing HTTPCallOut

I need to deploy a class I wrote which is essentially for an HTTPCall Out. I've looked at this link but am still not sure where to start. I am a beginner to all of this. A trigger calls this class. ...
0
votes
0answers
19 views

How can I convert email to a new Opportunity or update an Opportunity?

I'm relatively new to both Stack Exchange and SalesForce, so bear with me. This is what I'd like to do: - Send an opportunity email to Salesforce - Salesforce then pulls information from the email ...
0
votes
0answers
22 views

How to create a new record based on opportunity line item?

I have 5 products in a price book. They represent 5 record types of a custom object (AKA: PRR). The products are different by the price and name: PRR free, PRR Basic, PRR Ent.... The 5 record types ...
2
votes
2answers
47 views

Why Import Wizards cannot import Opportunities?

I'm new to salesforce and I'm preparing the 401 certification. I'm wondering why Import Wizards can not import Opportunities. Is there some specific reason or is it only an ipse dixit limitation?
1
vote
2answers
93 views

Need to Change the Field Label and its value Based on Condition in a Visual Force page in PDF Format

Can any one help me on this .I have created a custom visual force page on "Opportunity "object .I have conditions where i need to change the field label name and its value Based on Condition in a ...
0
votes
1answer
48 views

Opportunity product and Quoteline item have the same behaviour

Can any one let me know .Opportunity has relatinship to opportunity product and quote object .Do opportunity product and quoteline item are related or do their have same behaviour or if different what ...
0
votes
1answer
41 views

Can sharing rules be based on opportunity roles

We are looking for a way to create role based sharing based on opportunity roles. We have a use case that if we try to use manual sharing, even with apex triggers to automate the manual aspect, we ...
0
votes
2answers
45 views

How to query “Related List” header from Opportunity page via Javascript?

I'm trying to query "Related List" header from Opportunity page via Javascript, <h3 id="006g0000005dVS5_00Ng0000000p6b6_title">Phoenix Quotes</h3> I know that "006g0000005dVS5" is ...
-1
votes
1answer
67 views

how to call a formula field in visual force pages

Can any one help me out.I have a custom visual force page created.I would like to call a formula field in VF page.Any suggestion plz I have a visual force page created in PDF format. I have few of ...