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-1
votes
1answer
17 views

How to mass update sales price for specific opportunities?

Trying to mass update sales price for a bunch of our opportunities. Any guidance on how best to get this done? Thx
1
vote
1answer
23 views

Pricing issues on quotes when adding duplicate product codes to opportunities

We've just noticed that when adding the same product code multiple times to an opportunity and then producing a quotation, that the pricing for those duplicate products gets mixed up on the quote. The ...
0
votes
0answers
20 views

How to automatically have OpportunityLineItemSchedules be created when inserting OpportunityLineItem?

If we create an OpportunityLineItem in Apex, and point it to a Product with a Revenue Schedule, it appears as if the OpportunityLineItemSchedules that are generated in the UI, are not generated ...
0
votes
0answers
15 views

Users cant see custom objects. That are connected to the Standard object via master detail relationship

Some of my users can't seem to access a custom object that is master detailed to an opportunity section. Does anyone know how to fix it ? Only system administrators can see it.
3
votes
0answers
15 views

How to Restrict Sales Rep users for not creating the Schedules

Can any help me out with this? I have a requirement where i would like to restrict few users Say As "Sales Rep Users" for not creating the Schedules .I mean their can create a Opportunity record with ...
0
votes
0answers
14 views

Trend report - on custom fields

Need help trying to get a custom field as a 'Historical' report column in the Trend Report Template. You have the 'Amount (Historical)', 'Close Date (Historical)' but I require the a numerical field ...
0
votes
1answer
32 views

Needs to Change the field value of quantity and salesprice in opportunity product

Can any one help me out on this? Basically we have an option to add the products in opportunity.Similarly we do have an option to EDIT ALL product to change the value of fields such as Quantity,Sales ...
0
votes
1answer
30 views

What should my opportunity represent?

There are so many ways we can use opportunity, I'm trying to find out what is the best for our situation. We keep track of multiple contacts using multiple products. And they have to renew their use ...
0
votes
0answers
23 views

Getting Error on “insert oliObj;”

Account testAccount=new Account(Name='TestAccountForTestClass',ShippingCountry='India',RecordTypeId=recordId1); Insert testAccount; Id ...
0
votes
0answers
17 views

split opportunity-Product into product-family groups

I am trying to build a Visualforce page to render as pdf that lists all Products in an opportunity and split them to different product type. Can I use <apex:repeat> tag? That is what I am ...
0
votes
1answer
16 views

API name for Converted Amounts

Within the Opp object there is a Revenue Field. You can choose the base currency but also opt to show next to it what the converted currency is if you are U.S. based for instance. I'm looking for ALL ...
1
vote
2answers
47 views

Help with VF page and Querying OpportunityLineItems

I am doing some work for a client and they have asked if I could make a "child/parent" relationship between OpportunityLineItem (OLI) records. I have been told by someone they have seen it done ...
0
votes
0answers
21 views

Products with multiple dependencies

I am setting up an org for Quotes. Each Quote may have multiple products. I have setup Products with a single dependency (Product Name>Product Family), but not for multiple layers of dependencies to ...
0
votes
2answers
29 views

Trigger for calculation of UnitPrice in OppLineItem

I have the following scenario: I need to calculate the UnitPrice of OppLineItem based on a calculation that takes into account other parameters, such as custom fields and formulas created for the ...
0
votes
1answer
15 views

how to create a new list from other list with filter Product_Type__c

I have a list of records which has a custom field as Product_Type__c.I want to make a new list with similar field type (Product_Type__c ) in one list.I have below list.I dont know how to filter such ...
0
votes
0answers
20 views

Access product field and sorting of each column

I need to Create a new Button on Account detail page, on click of this button new VF page has to be displayed and it should show the opportunities based below conditions. Opportunities Stage - Not ...
0
votes
0answers
18 views

OpportunityListItem ListPrice issue in Test method

I am testing a method that is launched on the onBeforeinsert event of the OpportunityLineItem object. The method needs to calculate a field of Oli, which depends on its ListPrice. Reading the ...
2
votes
1answer
39 views

A quote with multiple product sections

I am attempting to customize a quote to include multiple products sections, for different categories of products. Lets say that I am providing a quote for a home remodel. I want to have the kitchen ...
0
votes
1answer
86 views

Apex Trigger to pull Opportunity Products - multiple - into Opportunity Page Field

This is incredibly simple but I am only just exploring Apex for the first time on my own. I'm looking for an Apex Trigger that will cause a simple Text field on the Opportunity page to list all the ...
1
vote
0answers
41 views

Products Security in Partner Community

We are currently working with Products and Pricebooks in Partner Community. The security side of it is still an idea in Salesforce but is there anyway we could restrict the Products visibility for ...
1
vote
0answers
16 views

Setting up Products with Quantity Price points

Trying to setup products where the product list price would be different based on quantity. Don't see any standard features for products/pricebooks that support this so thinking I would have to ...
0
votes
1answer
56 views

Is this trigger working how it is required to?

What this trigger is to do: Get a related list of Opportunity Line Items IF the stage on Opportunity = Closed Won. Once I get this related list, I need to create a new Opportunity with the account ...
0
votes
0answers
84 views

Sorting the record list by field in Opportunity Products and Quote Line Items related lists

We all know that there is a sort by field option in Page layout for all most all the related lists except Opportunity Products and Quote Line Items. I need to sort the line items by line number for ...
4
votes
0answers
32 views

Revenue Scheduling and Collaborative forecasting

I was working on Product Revenue Scheduling and I have hit a road-block. My Org uses "Collaborative forecasting" and I am not able to configure the forecasting to reflect the schedules. It displays ...
0
votes
0answers
40 views

How can we retrieve the custom fields on line items to another object line items?

I would like to ask you how to retrieve Custom fields on line item between 2 customs object . for example : I have Object Sales order Line Items : customer description - product - product code ...
0
votes
0answers
17 views

error on adding products to a private opportunity

I'm preparing for the Sales Cloud certification and try out all possible settings. I have private sharing model on opportunity. I noticed that when I click the Private checkbox I'm not able to add ...
0
votes
1answer
24 views

Is it possible to make a custom currency field editable only if standard list price field is zero on opportunity products?

I tried creating a validation rule using IsNull, ISBlank and even"" but none of them work so I suspect I am writing it in the wrong way. Any help is appreciated!
0
votes
0answers
54 views

Create Quote From Opportunity Programmatically

I want to automate create Quote from Opportunity Process. I want that Quote have all products from Opportunity with its SortOrder. How I can implement this functionality? P.s. SortOrder field is not ...
1
vote
1answer
183 views

Pricebook entry currency code does not match opportunity currency code

I have a Visualforce page which create a product record, a priceBookEntry record and a opportunityLineItem record. I don't understand why in only one case, I get this error : In my code, I first ...
1
vote
1answer
30 views

Workbench vs Report: same user, different number of records viewed

When I run a report on the OpportunityLineItems in my org I can read a total of 38517 records at the end of the page. If I check it on the Workbench the result is of 38316 (-201) OpportunityLineItems. ...
0
votes
0answers
56 views

Custom Quote Sync appexchange for syncing custom fields between quote line item and opportunity line item

I installed the Custom Quote Sync appechange, wich synchronize the custom fields between quote line item and opportunity line item. But It seems it doesnt work if there are any validation rules on QLI ...
1
vote
2answers
194 views

How to fix Product value on an OpportunityLineItem?

So, about 3 months ago we had someone using the Data Loader to insert some Product2 records, but unfortunately when they imported they didn't realize they duplicated some of our products. Now since ...
2
votes
2answers
153 views

Updating Opportunity Product field when Roll-Up Opportunity field is changed

Can anyone please help with a possible solution? I have a Workflow on the Opportunity Products (Opportunity LineItems) that has one significant issue, which I can't workout how to solve. The ...
1
vote
1answer
139 views

How to add custom field to page multilineitem.jsp for opportunity?

Is there a way to add custom field to the page multilineitem.jsp for opportunity? (URL salesforce.com/oppitm/multilineitem.jsp) Here is page screen:
2
votes
1answer
455 views

pricebook entry is in a different pricebook than the one assigned to the opportunity

Could some body please help me on this? I am improving test coverage and below is my code: static testmethod void opportunityLineItem_Test(){ Id priceBookID = Test.getStandardPricebookId(); ...
0
votes
2answers
64 views

Trigger Problems - opportunity-lineitem

i have a trigger code thats updat a custom oppertunity fields with the details of a related product (we always have only one product each oppertunity). trigger PrimaryProduct on Opportunity (before ...
1
vote
1answer
56 views

Select Multiple OpportunityLineItems in standard listview and pass those ids to vf page

I have a list view button on Opportunity Line Items related list. I want to select multiple opp line items and then pass those ids to a visualforce page. StandardSetController does not work for ...
1
vote
0answers
37 views

Opportunity Product Fields - Names Changed

I am in the process of merging two Salesforce orgs together. In one org, opportunity products have fields with names such as "Quantity" and "Total Price". The other org has those same fields, but ...
0
votes
1answer
94 views

Syncing custom fields between QuoteLineItem and OpportunityLineItem

I'm trying to syncronize between two custom fields on QuoteLineItem and OpportunityLineItem named Field1__c and Field2__c. So after inserting the QuoteLineItem the two fields will be updated on the ...
1
vote
0answers
54 views

Remove 'Del' linkfrom Action list view in product list under Oppportunities

I would like to remove the 'Del' link which appears against every product in the Products( Standard Price Book) section under the Opportunities. Is there any way to control it using profiles and ...
-1
votes
1answer
61 views

Get Opportunity StageName from helper class on OppLineItem

I'm trying to get the Opportunity Stage value from the Opp Line Item Object but my query returns a null value. What am I missing in my "If" statement? public static void ...
1
vote
0answers
57 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
1
vote
1answer
124 views

Creating an OrderItem from a QuoteLineItem

I'm trying to write a trigger that - when a Contract is activated it's accepted quote is converted into an order, under which the QuoteLineItems are now "copied" into OrderItems (order products to the ...
2
votes
1answer
341 views

Solved Code for rescheduling opportunityLineItemSchedule when changing CloseDate on Opportunity

Resolved code for updating OpportunityLineItemSchedule ScheduleDate to new CloseDate when close date is changed on Opportunity object. Also to update OpportunityLineItem ServiceDate on change of ...
1
vote
2answers
217 views

Opportunities Team members and opportunity line item

Is there a way to query for the opportunity line item based on the opportunity team member? Currently I am doing this : for { Select Opportunity.name, name from opportunityteammember where name = ...
0
votes
1answer
93 views

Adding to opportunity different products from different pricebooks

I am trying to figure it out how can I implement this idea, I saw that this question already been asked but I haven't found an answer for that. Does someone maybe knows what are the options ...
1
vote
2answers
187 views

Report on pricebook and products

I need to report on pricebook in order to have all products with their price on the pricebook? Any lead about that?
2
votes
1answer
214 views

The Ominous INVALID_CROSS_REFERENCE_KEY Error on OrderItem Insert

So in an attempt to convert an OpportunityLineItem into an OrderItem, I get the mysterious and vague INVALID_CROSS_REFERENCE_KEY Error on insert of an OrderItem list. What's odd is my test class runs ...
0
votes
1answer
147 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
votes
2answers
127 views

Populate_Extension: execution of BeforeInsert caused by: System.NullPointerException: Attempt to de-reference a null object:

Can anyone help me out with this Error Apex trigger Populate_Extension caused an unexpected exception, contact your administrator: Populate_Extension: execution of BeforeInsert caused by: ...