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

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2
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2answers
27 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? ...
2
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2answers
18 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 ?
0
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1answer
30 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 ...
2
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0answers
22 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 ...
0
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2answers
23 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 ...
0
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1answer
28 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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0answers
15 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 ...
1
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3answers
73 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??
0
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1answer
18 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 ...
0
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1answer
24 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 ...
0
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1answer
24 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.
0
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1answer
19 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 ...
0
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1answer
20 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 ...
3
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1answer
47 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 ...
0
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1answer
39 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 ...
1
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0answers
30 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 ...
2
votes
1answer
35 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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0answers
16 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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0answers
11 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 Iā€™d like to capture are; Meeting summary highlights ...
1
vote
1answer
30 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 ...
2
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0answers
36 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 ...
3
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2answers
61 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 ...
1
vote
1answer
23 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 ...
0
votes
1answer
85 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 ...
3
votes
1answer
36 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 ...
3
votes
2answers
124 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 ...
2
votes
1answer
45 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 OpportunitiesĀ associated to the OpportunityLineItems deleted to see if they still have other ...
0
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0answers
42 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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0answers
25 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 ...
1
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1answer
44 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 ...
0
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1answer
26 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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0answers
10 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 ...
0
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2answers
37 views

Advanced currency feature is effect for child object of opportunity object?

When we enable advanced currency feature is it effect for currency fields on the child object of the opportunity object?
0
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1answer
25 views

How to create OpportunityPartner object to test OpportunityPartner functionality?

I want to write some tests to check a logic, related to OpportunityPartner object. The logic reads OpportunityPartner for Account, then reads it's Contacts. partners = [ SELECT OpportunityId, ...
0
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0answers
55 views

Error using ExternalID to reference Opportunity when loading Quote via DataLoader commandline

I am getting an error that states "Required fields are missing: [OpportunityId]" when I try to upsert some Quote records via the DataLoader command line (part of a nightly data load process). The ...
2
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1answer
44 views

triggers on opportunity stage and probability to prevent the opportunity stage from regressing to a lesser value

For example, probability is high like 70% and it will not revert back with decreasing of probability. Like negotiation review - 90 And it will not back to Value proposition - 50
1
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0answers
67 views

Customize Opportunity - Related List Stage History

I have a requirement where I need to add fields in stage history related list. Please help me.
0
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1answer
58 views

Update Opportunity stage based on related list

I'm looking to update the opportunity stage based on a field in a related list. My opportunity is linked to the school, and the opportunity has a related list of teachers. We often have several ...
3
votes
1answer
83 views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
1
vote
1answer
42 views

What are the possible ways to ARCHIVE the attachments in Salesforce?

Scenario : Some attachments specific to an opportunity are available under Notes and Attachments of the the Opportunity . Out of those set of attachments,some are obsolete and hence would like to ...
0
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2answers
67 views

How To Clone Opportunity With Extra Related Custom Objects

Each Opportunity in our Salesforce system may have zero or more related Opportunity Items which are custom objects. The relationship and use of Opportunity and Opportunity Items is like Orders and ...
1
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2answers
57 views

Can we Display a Error Message on Standard Detail Page of Opportunity on Load

I have a requirement on Loading Standard Opportunity Detail Page, if Opportunity Amount is greater than certain value say 500K i need to display a message on top of page. is it possible without ...
0
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2answers
164 views

How to create a YTD comparison of This and Last year sales?

I need to compare YTD sales of this and last year sales. How can I achieve that with a simple formula field on the opportunity object? YTD = Year - To - Date - e.g.: all sales until this date. (and ...
1
vote
2answers
54 views

Opportunity is not saving

I'm just trying to create a simple form to save an Opportunity. For some reason, the page isn't saving and not giving me any console errors. Here is the code: <apex:page showHeader="false" ...
0
votes
1answer
26 views

Probability and forecasting fields are not filling by default in Custom Opportunity VF page..?

In Custom VF Page for Opportunity, when selecting Stage field.. Probability and forecasting fields are not filling by default. In Standard Opportunity page, if we select Stage field.. by default ...
1
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1answer
43 views

Opportunity Amount field rollup lifecycle

I recently experienced odd behavior where a trigger depending on the the Opportunity.amount field was not picking up the correct values from the amount field even though the context was after update. ...
0
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0answers
21 views

Calculate the total forecast revenue for the current year & display in Opportunity field

I am trying to display the revenue forecast for the current year on each Opportunity. The annual total needs to be the sum of the monthly revenue values from the forecast. Can this be done or can the ...
1
vote
2answers
93 views

How do I copy products from one Opportunity to another in apex

So I have a trigger on Order in a certain condition I need to create another opportunity based on the Order's current opportunity. It was pretty straight forward except for getting the products to ...
2
votes
2answers
35 views

Price books only work with opportunities?

Is there a way to use price books without opportunities? I'm working on a small project for a local hotel and the hotel charges different rates for rooms based on day of week and/or weekend, ...
1
vote
2answers
39 views

Change Opportunity's owner without validating Opportunity's fields?

I want to change Owner of an Opportunity (an owner of an opportunity left company and all his opps need to be transferred to another user). Is there any way it can be done without validating record? ...