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

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2
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1answer
14 views

Multiple pricebooks on one opportunity

I've seen this question a few times, but there never seems to be a resolution. How can I make it possible to link multiple pricebooks to an opportunity? We're trying to implement something in our org ...
0
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0answers
17 views

“Send an Email” button not visible on Opportunity level

How do I get the delivered "Send an Email" button to show up on the opportunity header level? The "Send an Email" button does show up on the activity history related list, just not at the opportunity ...
0
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0answers
20 views

update Activity Stage on Task

Trigger for update Activity Stage on Task from Opportunity.stageName field, when Task is Completed (or changed to Completed), Task is for Opportunity and it is not created by EloquaMarketingUser ...
1
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1answer
21 views

Process Builder execute action on Opportunity stage change

So I know I'm screwing up this logic somehow but I'm trying to create a record based on opportunity stage change and whether or not LTD STD or Life is present in the string in the the Policy type ...
0
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1answer
11 views

Opportunity Stage “Walkthrough”

I remember that about a year ago I read about something that you can do with opportunities. As the user progresses through the different stages, the fields that need to be filled in during a specific ...
1
vote
1answer
28 views

OOB Forecasting UI?

I am not looking for any tips on building out a custom UI. We plan to implement Collaborative Forecasts in my org, and want to avoid some of the mistakes of the previous build-out. There was a ton of ...
0
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0answers
18 views

Opportunity Product Validation Rule Overinclusive

We use Relative Pricing code in our Org, which causes a recalculation of Opp. Prod Unit Sales Price if one of several fields are edited. For this example, let's say those fields are the Total Deal ...
-2
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0answers
45 views

How to write below trigger on Opportunity

A xyz company wants to add Opportunity owner as an Opportunity Team Member on create of Opportunity .How to write Trigger? trigger XyzcompOpp on Opportunity(after insert){ list<OppTeamMember&...
0
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2answers
25 views

I wanna achieve a functionality where as soon as a lead is converted,assign the Contact to the Account Contact Roles as the primary contact

I have a requirement where I have to assign the Contact to the Account Contact Roles as the primary contact,whenever a lead is converted. But I am not sure how it will be achieved? If it is going to ...
0
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1answer
40 views

Validation Rule to Check for Equal Values

I have written the below Validation Rule to check two values on an Opportunity record to ensure they equal each other in certain stages. However, during testing, it is confirmed that Users are ...
0
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1answer
22 views

Automate Commission Field For Each Opportunity

guys I am a beginner to apex coding in salesforce. I want a guide on how to automate a commission's field for every opportunity that I have. However, there are factors to calculating the commission; ...
0
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0answers
32 views

Recordtype is changing to null

We're facing a pretty serious bug and have no idea what is causing it. Something is causing our opportunity record types to become null. They were a specific record type, and then through the day, ...
-9
votes
3answers
44 views

add field to opportunity? [closed]

Describe the steps you would use in Salesforce to add a new field to the Opportunity object called Anniversary Date and set that field to a value exactly one year in the future from the Close Date.
0
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1answer
22 views

How to track opportunities that are born of other opportunities?

I somewhat new to Salesforce and I want to be able to track Opportunities that are born from other opportunities. We offer assessment services, where at the end of an assessment we can recommend ...
0
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2answers
23 views

I want to insert some OLI in a test class but i get NULL

I have the following code //Creamos una lista con los line items que iremos añadiendo y quitando que referencian a 2 vehiculos y 1 accesorio List<OpportunityLineItem> olitest = new List&...
0
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1answer
25 views

How do I make 2x new picklist values show on opportunity?

I created a picklist yesterday for sub contractors, This was fine and I added it to the opportunity page no problem and all choices are there. Now I need to add 2x new subcontractors that were missed ...
1
vote
3answers
30 views

How to generate an error message using two tick boxes and a pick list?

I am creating a validation rule for an opportunity. Basically saying if you choose tick box A or tick box B then you must pick an option from the pick list. I am new to the formulas and I have got it ...
0
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1answer
15 views

Decline does not shut the project as it could be resurrected

We have an Opportunity declined in Feb 2015 but a sales ops can still change the closed date for that opportunity as Jun 2016. So Decline does not shut the project as it could be resurrected? How this ...
1
vote
2answers
20 views

How can I report opportunity stage to the associated contact and account page? [closed]

I use Phone Burner and Autopilot. Unfortunately, these programs don't allow dialing or marketing outreach based on opportunity stage. I want to make it so that the opportunity stage is reported to the ...
1
vote
2answers
35 views

Same Role with Different Profile

If I have to Sales Associates with same 'Role' but different 'Profile' will they be able to see their opportunities? If they have same role and same profile, will they be able to see each others ...
2
votes
0answers
30 views

OpportunityContactRole security

In a nutshell, how from the REST API (outside the Apex wall here), can I tell I can create/edit/remove an OpportunityContactRole from scratch. Part I of the answer is I believe the ...
1
vote
1answer
20 views

Trigger : storing data from external request

I am writing a SF apex trigger on Opportunity (insert, update) that calls a class function that sends HTTP requests to some Groupcamp instance. … Quick schema so you're not lost : SF trigger on ...
1
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2answers
26 views

How to create day/Time counter on specific field update

I have a pick list field in opportunity object name “Opportunity status”. There are two values in this field Hold and Un-Hold. I want, when I do select hold another field name "Hold duration" start ...
2
votes
1answer
36 views

Custom button to open opportunity after lead is converted

I have a global class that creates an Opp from a custom lead conversion button. The problem is that the button works to convert the lead to an Opp but it does not open the Opp. I get an error message ...
2
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2answers
36 views

How do I create a post to my Opportunity feed via REST API

How can I create post to an Opportunity's feed via the REST API?
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0answers
20 views

Can I alter the default feed tracking text

We have a number of Opportunity fields setup in feed tracking and I was wondering if its possible to alter the default text that appears in the posts e.g. John Doe changed Amount from $45,000 to $60,...
0
votes
1answer
19 views

Inline Editing works, but only for some fields? Can't inline edit the Stage field.

My users can inline edit most fields in an Opportunities view. However they cannot edit the standard Stage field. This SF help doc covers reasons why you can't inline edit, but the problem is, I CAN ...
0
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3answers
26 views

Within an Event Trigger, how can I modify related Opportunity fields?

I have a trigger that is supposed to check if an Event picklist value is a certain value, and if it is, to change a field in its related Opportunity. I was able to pull the Opportunity's id with ...
1
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2answers
17 views

In a new trigger on an Opportunity, how can I grab the owner's email address or other info if the type is Lookup(User)?

Ultimately, my goal is to send the owner an email with a trigger. This is my first time working with triggers, so bear with me, I'm still trying to figure it out. Starting small, I managed to use a ...
0
votes
1answer
13 views

See child account opportunities under parent account

We have a parent-child account structure and we only log our opportunities under the child account. However, we would like to see the opportunities of all child accounts under the parent - is that ...
1
vote
1answer
25 views

Who can see Opportunity Object other than Admin profile in DEV ORG?

I was working on some workbook stuff as part of my Admin Certification preparation. I was able to see the Opportunity Object as an Admin profile and able to do all required activities on it. But when ...
1
vote
1answer
10 views

Quote Trigger Initial term of field expression must be a concrete SObject: Boolean at line 32 column 89

I can't seem to figure my issue here on the code below. Originally I had Opportunity__c and was getting a invalid field error. I replaced Opportunity__c with the OpportunityId field and received the ...
2
votes
1answer
22 views

Assigning attachment on lead conversion to opportunity

I have a problem with apex code thats supposed to delete attachment added to account after lead conversion, and then add the copy of this attachment to opportunity. But when i convert my lead, ...
0
votes
1answer
21 views

Allowing users to insert (or create) an opportunity

I'm facing this error : OpportunityTrigger: execution of AfterInsert caused by: System.DmlException: Insert failed. First exception on row 0; first error: ...
0
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2answers
50 views

split Opportunity values by month

I have a problem with another trigger. We have Opps with periods more than a month, usually, 6 or 12 months. When I ran a report, it only gives me the total value of the opp for each month, how can i ...
0
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0answers
58 views

How to get owner name from of accounts & opportunities

Hi friends i'm new to development i got a requirement like to get account owner names and opportunities owner names from cases.So i tried to write a soql query to get for specific record type in cases....
0
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1answer
19 views

Does Big Deal Alert work if Opportunity buttons are overridden with VF pages

I have replaced the New, View, clone and Edit buttons of my Opportunity with VF pages. I have set the Big Deal Alerts to certain conditions.But receiving empty email body in all mails. How to ...
0
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1answer
28 views

Does assigning visualforce page to object buttons override the OWD

I have Opportunity OWD set to Private. Have over ridden the NEW,EDit,View and Clone buttons of Opportunity with VF page. I created opp record with USER1. Logged in as USER2 and still able to see ...
1
vote
1answer
29 views

How to find the original lead after it has been converted into an opportunity?

I've asked a similar question recently and got the answer I was looking for but still have a bit of a predicament. In the call centre, agents take calls from technicians who sell new business to ...
0
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0answers
24 views

approval proccess on the sandbox

im working in the sandbox environment and im creating an new approval proccess. The Entry Criteria is (Opportunity: Integration fees EQUALS 0) AND (Opportunity: Integration waived EQUALS True)....
0
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0answers
22 views

Apex Quote Trigger Help

I am trying to figure out how to write a trigger/apex class that would look through a list of quotes. There is a checkbox (Primary_Quote__c) I need the trigger or class to look through the list of ...
2
votes
1answer
35 views

Order of Execution during Sync Quote

I am trying to find what happens when Sync Quote is clicked on the Quote. What is the order of execution (Opportunity updated prior to OpportunityLineItem or vice-versa)? The execution flow is ...
1
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0answers
37 views

Calculate the age for a Opportunity Stage?

How to calculate the age for a Opportunity Stage. If it's open, how many days was it open. If it was X how many days was it in X stage? A workflow to field update a when a stage name chang I have ...
8
votes
1answer
463 views

How to make field visible only when opportunity reaches 90% probability

I have a requirement where i have to make some field visible only when the probability reaches 90 %. Field is on opportunity Is doing through workflow rule is the best way to do that. Or any other ...
0
votes
1answer
15 views

How can I create report on Stage velocity as per Sales user

I want to create a report on Stage velocity of opportunity per sales person. Like if a salesperson have 10 Opps in first stage and only 6 forward to second stage then from 6 only 4 forward to third ...
0
votes
2answers
41 views

Is it possible to retrieve data from an object which has lookup relationship with other object and display in report

I have 3 objects opp1,mile2,cust3. mile2 and cust3 are related list in opp1 mile2 has opp1 as lookup field cust3 has opp1 as master detail I have to create a report which have some fields in mile2 ...
1
vote
1answer
31 views

When a lead is converted into an opportunity, does the lead get removed from the system?

Currently I am building a couple of reports for work and we are trying to build a report for all leads that are logged for this/last FY. Is this possible? If we have 100 leads that 90 of them convert ...
1
vote
1answer
29 views

Compile Error: Illegal assignment from Opportunity to Date - Trigger to update Oppor closedate on oppor line item

trigger CloseDate on Opportunity (after insert, after update) { Map<Id, Opportunity> CloseDate = new Map<Id, Opportunity>(); for (Opportunity O: Trigger.new) if(Trigger....
1
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2answers
53 views

How to lock date field in opportunity? [closed]

I have few scenarios for locking the date If Closed:Won – Date locked If Stage changed to ‘Closed:Lost’ or ‘Declined’ from Closed:Won then date is changed to the date of that activity and locked ...
0
votes
1answer
24 views

Not able to change forecast category picklist values

Need to change the one of the picklist values"Cloased" to "Won" in forecast category field but getting error "Cannot change the status category. This picklist must have at least one value for status ...