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

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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 ...
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29 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 ...
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32 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 ...
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24 views

New to Apex- only updating specific records

I am new to Apex coding and trying to build a simple trigger that connects online activity to a checkbox on opportunities. We have a custom object (Online_Activity__c) where records are created ...
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51 views

One Visual force page data into another Visual force page with Different Object Standard Controller

Can anyone help me on this. I have a Installed Package as "ForecastTrac " in my org Sandbox .It has a custom object as "Opportunity Forecast" and Visual force pages created based on opportunity ...
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44 views

Unit price to be changed on visual force page PDF display only

Can any one help me on this. I have a visual force page created in PDF format. I have few of the products with different names in different product family. If the product line for the product ...
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2answers
27 views

Change the Default Role when Adding Contact Roles to Opportunity

I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an ...
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3answers
67 views

Making Opportunity trigger bulk-safe

I've written the following trigger to run every time an Opportunity is updated and it's used to update a field in all of the Contacts associated with that opp (via the Contact Roles). However, this is ...
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10 views

How to view opportunity details of partner accounts on Account detail page?

How to view opportunity details of partner accounts on Account detail page without custom code? Feedback is appreciated.
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41 views

how to update opportunity line Item to refer a new Pricebook

We want the existing orders on old PriceBooks to be update to New PriceBook via dataloader. Is it possible to do this without following the below steps:? Delete line items update order header with ...
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66 views

Trigger on Opportunity Page

I have created the following trigger: trigger UpdateOpportunity on Opportunity (before insert, before update) { Map<Id, Opportunity> recordTypeMap = new Map<Id, ...
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31 views

Creating a many opportunities from contacts once a month

I'm new to Apex/SalesForce and I'm trying to figure out how to create a scheduled job to create many opportunities based on Account information. It needs to create opportunities for all contacts with ...
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24 views

Import/Export Contact Roles/Opportunity

We implemented a 3rd party solution in April that uses contact role on opportunities; however, we moved 1000's of records into opportunity that we did not add contact roles to (not realizing it would ...
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61 views

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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2answers
17 views

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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47 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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75 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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3answers
24 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
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53 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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2answers
41 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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78 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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42 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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2answers
56 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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77 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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24 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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176 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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53 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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46 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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58 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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54 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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24 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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67 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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51 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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52 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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27 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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14 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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1answer
44 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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52 views

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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78 views

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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1answer
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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221 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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1answer
63 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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2answers
327 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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2answers
68 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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70 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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30 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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1answer
65 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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1answer
33 views

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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11 views

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 ...