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0
votes
1answer
41 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
14 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
25 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
10 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
8 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
18 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
32 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
29 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
22 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
16 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
49 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
62 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
42 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
106 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
45 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
24 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
31 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
52 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
34 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
31 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
31 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
39 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
185 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
69 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
50 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
60 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
123 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
87 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
63 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: ...
0
votes
0answers
91 views

Error as :Field is not writeable: OpportunityLineItem.Extension__c

Can any one help me out with this Error. Error as : Field is not writeable: OpportunityLineItem.Extension__c Error line is :ol.Extension__c=(ol.Extension__c)*0.01; Im writting an apex trigger to ...
1
vote
1answer
71 views

impossible to work with opportunity product schedules in the Salesforce1 app?

We have opportunity product scheduling enabled on our org. This is all working fine. Now, we are about to open up the Salesforce1 app for our users and were doing some checks of what was working ...
0
votes
1answer
73 views

How can I get the product name having created a new opportunityLineItem in memory?

I have created a new opportunityLineItem: OpportunityLineItem newOppLineItem = new OpportunityLineItem(OpportunityID=contOpportunity.id, PricebookentryID=contPriceBookEntryID, unitPrice=1, ...
0
votes
0answers
37 views

Pulling Product description through from Opportunity Product as a default value but can be edited

When I add a new product onto an Opportunity I would like the description from the Product to be shown on the creation form as a default value in a text area field. I would then like to be able to ...
0
votes
1answer
146 views

SOQL: Select Opportunity based on Product fields

I am trying to query Opportunities which have a Product matching certain criteria on, something like below: SELECT Name FROM Opportunity WHERE type != 'renewal' AND Id IN (SELECT OpportunityId ...
2
votes
2answers
97 views

Best practice for handeling bulk prices (graduated prices) in Salesforce

We have a client who wants to synchronize products between Salesforce and his ERP solution (Sage Office Line). In Sage it is possible to have many graduated prices (in German we say "Staffelpreise") ...
2
votes
1answer
122 views

How to mimic the functionality of the “Add Product” button in within the Product Related list in Opportunity?

I need to mimic the functionality of the "Add Product" button that is shown on the Product Related List within Opportunity. And I need to add it to a related list for my Custom Packages Object I ...
2
votes
1answer
38 views

Soft release a product in Salesforce

I want to add some products into another environment towards release and I want to be able to hide the product from certain users for a while. Then if everything goes well I want to make it visible to ...
0
votes
1answer
109 views

Opportunity product and Quoteline item have the same behaviour

Can any one let me know .Opportunity has relatinship to opportunity product and quote object .Do opportunity product and quoteline item are related or do their have same behaviour or if different what ...
0
votes
2answers
104 views

Variable does not exist: PricebookEntry

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 selected ...
1
vote
1answer
78 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 ...
0
votes
1answer
93 views

Formula on product family

Can any one help me on this . I do have few of the products with different names in different product family. If the product line for the product selected in opportunity items is ‘DIE’ make ...
0
votes
1answer
36 views

Trigger should restrict only for profiles that are outside of the list

Can anyone help me out .I have a trigger on Opportunitylineitem which gets fired on every profile .Now these are the profiles which are in the list 'System Administrator' && 'Custom Marketing ...
0
votes
0answers
160 views

UPSERT opportunitylineitem via apex dataloader commandline causing Error code is:DUPLICATE_VALUE

I have created a external id field and made it to unique and is having combined text by concatenating OpportunityId and PricebookId; I have .csv file with PriceBookID, Opportunity Id and other ...
0
votes
1answer
70 views

Trigger not to fire for the following profiles

Can anyone help me out .I have a trigger on Opportunitylineitem which gets fired on every profile .Now the trigger should not get fired for few of the profiles like 'System Administrator' && ...
0
votes
1answer
202 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 ...
0
votes
0answers
19 views

How to add picture column in OpportunityLineItem in SelectSearch page

I want to add a picture detail into OpportunityLineItem. I created a formula field with IMAGE but my page doesn't render the picture. The message is "Image Added by User...". Some of you've added ...
0
votes
1answer
154 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 ...
2
votes
2answers
118 views

Opportunity product validation

I want to create a validation rule at Opportunity product to validate the following. Opp record Type – sample And Stage not equal to ‘Pending Approval’ Product or product code(item number) ends ...
4
votes
1answer
132 views

Do Opportunity Products (OpportunityLineItems) count against storage limit?

I am bit confused about whether Opportunity Products count against storage limits or not? We have a lot of Opportunity Products in our system but in the storage tab, we do not see Opportunity ...
1
vote
1answer
109 views

Find Duplicate before create custom object record

I'm new to trigger and trying to write one that will create custom object Existing_Service__c based on OpportunityLineItem when Oppty stage is Won - All Approved. But I've facing a few issues: - How ...