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

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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, ...
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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 ...
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33 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
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Customize Opportunity - Related List Stage History

I have a requirement where I need to add fields in stage history related list. Please help me.
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35 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 ...
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37 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 ...
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18 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 ...
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22 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 ...
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36 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 ...
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Assigning Task to Opportunity Teams [duplicate]

I have a requirement to create a task for the Opportunity Team. I created a task and assigned it to Opportunity Teams :Team Role. But the task is not showing up in the user log in. What am I missing. ...
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49 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 ...
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46 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" ...
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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 ...
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22 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. ...
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13 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 ...
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49 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 ...
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21 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, ...
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30 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? ...
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41 views

Apex Triggers to solve my Opps and Contracts problem

Following from my previous question I'm still trying to link Opportunities and Cotnracts together and report on them. Firstly, I now have a lookup relationship between Opportunities and Contracts so ...
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36 views

Opportunity Access for customer community and customer community licenses

I can't show opportunity tab to customer community and customer community licenses users. And on the profile level there is no any option for this. I read the documents and type of licenses and ...
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As admin assign permission to users

I am the admin of an app and have created users. I wanna give permission to one of my users to be able to create opportunities. How to do that?
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How to query open opportunities using the SOAP API

I want to query open opportunities, but do not know the api name of the field. In the Opportunities report one can set Opportunity status in the top middle to be Closed, Closed Won, Open, or Any. ...
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26 views

Opportunity Conditional Automation

I'm really unsure how to go about the following validation rule based on a certain condition. My issue is, If Sole Proprietor is selected from the Win Reason drop-down, i.e. ISPICKVAL(Win Reason, "No ...
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27 views

Opportunity Validation

I'm trying to perform some validation on my opportunity page and I'm having difficulties. The following is the scenario.. If stage = close won (100%) or closed lost (0%) AND competitor = not known at ...
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29 views

Create Record (CObject) from OpportunityLineItem when Opportunity is Closed Won

I'm trying to create a record of each item in the Opportunity when an Opportunity is Closed Won. OpportunityItemList: Date (Date) Product2 Lookup(Product) ExpiryDate__c (Date) ...
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56 views

Can't change Opportunity owner from Trigger because Error record is 'read-only' [duplicate]

This is supposed to be a simple trigger that changes the Opportunity Owner to the the Account Owner upon insert or update of the opportunity. However, I keep getting the error, cannot update the ...
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Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
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73 views

Insufficient Privileges as System Administrator on Opportunity

I am the System Administrator (Standard Profile) and receiving Insufficient Privileges error when trying to access Opportunity fields. "Insufficient Privileges You do not have the level of access ...
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26 views

Query Opportunity join on Partner account lookup (Join two quries)

I have two queries, how can I join both together into one SOQL? SELECT o.Partner_Account__c, o.id, o.name, o.Account.Id, from Opportunity o SELECT a.id, a.name from account a where a.id = ...
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80 views

Could an opportunity exists without products? What is the use of it?

I am having a confusion whether an opportunity can exists without products. If such an opportunity exists then what would be the use of it in the context of business perspective? If i recall correctly ...
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79 views

How can I get the opportunity owner label?

Simple question. How can I get the opportunity owner label name? I tried the following code but it isn't working. An error occurred. {!$ObjectType.Opportunity.fields.Owner.label} I cannot use the ...
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29 views

Add phone field to opportunity page layout?

Is it possible to add a phone field to the Opportunity Page Layout? Screenshot of me trying. No phone fields available - http://screencast.com/t/Uj4lgBEWTcS​ I don't think that it is possible. I ...
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28 views

Looking for a way to update a field on an Opportunity Product when a field on the Opportunity is checked

We have a start date on the Opportunity Product that we would like to be able to automatically update to the close date on the opportunity only some of the time. We thought that a check box giving the ...
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57 views

HttpCalloutMock in test class fails only if insert an opportunity: You have uncommitted work pending. Please commit or rollback before calling out

Error: You have uncommitted work pending. Please commit or rollback before calling out. Problem: I have a callout request which works only if I don't inserting an opportunity before it in test class. ...
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Access to Partner when the Account added as an Partner to Opportunity

I have a requirement where whenever a Account is added to an Opportunity and if that Account is enabled a partner, then to give access to the Partner users of that Account access to the Opportunity. ...
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24 views

disable Opportunity.amount RSF calculation when opportunity products exist

I need to know how to disable the amount field calculation on the opportunity detail so that it is not active when a product is entered OR disable pricebooks. One of the other. Any ideas.
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42 views

How to close a task on test method?

I have a opp which contain a task. My scenario is when task is closed on opp update with new task from a lookup field temp on opp(this lookup to another opp) . I have wrote a test class when task is ...
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1answer
58 views

Opportunity ownerid in trigger is overwritten by value ownerid via ui

I have the following trigger for Opportunity trigger OpportunityTrigger on Opportunity (before update) { for(Opportunity o : Trigger.new){ o.OwnerId = 'some Id'; } } When I ...
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35 views

How to populate value from account into new created opportunity on creation?

We have a custom Pick List field on Account: Payment Terms The same pick list field (but a different one) is oppty, I need that when creating a new oppty, the value from the account will be populated ...
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69 views

Deduct Qty On Hand from Product Object when an Opportunity is Closed Won

Need help, I'm trying to figure out how can I make a trigger to update Quantity On Hand in the Product Object when an Opportunity is Closed Won. OpportunityLineItems -> Quantity (Standard Field) ...
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303 views

How to recreate Contact, Account, & Opportunity homepages with Visualforce pages?

An answer, from this question, "How to remove Reports & Tools from the Contact, Account, & Opportunity homepages?," suggest the following: If you are open for writing Code then here is one ...
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65 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages?

Attempting to remove the "Reports" & "Tools" items from the homepages of Contact, Account, & Opportunity - is this possible, and if so, how?
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1answer
87 views

How to prepend text to Img src value

I have this code: <td><apex:outputText value="{!e.p.Imagen_Producto__c}" escape="false"></apex:outputText></td> where the value "{!e.p.Imagen_Producto__c}" is equivalent ...
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41 views

Best practice - should Expenses be tracked in Opportunity Object?

should we use opportunity to track expense related to an account, or create a custom object for tracking expense. I want to know logically which is more appropriate.
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146 views

Input field on force.com sites..Update standard object from guest user force.com sites?

I want to show opportunity fields on Force.com and also update an opportunity from force.com sites.. When i am using apex:input fields the fields are not showing in input mode.When i use inputtext it ...
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13 views

Custom CloseDate returns a double and when i convert it back to a date it is the wrong date using Javascript

I created a JS button that creates an Opportunity and it populates certain fields with data from another Object (custom object called Deals). All the fields are working as they should except for ...
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54 views

How to display levels dynamically? [duplicate]

Hi, Here i want to select level according to that level below rows will appear like if i select level 1 row will select if level is 2 show 2 rows level1 and level2? <apex:page ...
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45 views

Is there a way to set SystemModstamp on a newly created SObject in a unit test?

I need to create a SObject in a unit test with the SystemModstamp set. I've been using Opportunities in my unit test, but I am not tied to that specific SObject. I also am not tied down to ...
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168 views

Can we delete records in share table with row cause as Rule?

delete [Select o.UserOrGroupId, o.RowCause, o.OpportunityId, o.OpportunityAccessLevel, o.Id From OpportunityShare o where RowCause='Rule' and o.OpportunityId='######']; Trying the above and looks ...
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218 views

Is it possible to add products to an opportunity using the standard price?

Salesforce wants me to choose a price book in order to add products to an opportunity, but our organisation has opted not to use price books because we never deviate from the standard price. However ...