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0
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0answers
19 views

Help creating a bulletin or notice type object

So I have a conundrum that I can't figure out. I need to mass email a list of contacts based upon their account. The only way I can get the Account is by searching OpportunityLineItems by Product and ...
1
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1answer
37 views

Get Opportunity with Opportunity Line Items

How can I use the salesforce api to get a list of opportunities such that each opportunity contains it's opportunity line items?
2
votes
2answers
49 views

Help with Field Formula

Not sure if this is entirely possible. I have been asked to create a checkbox field on the Account object. Below is the SOQL query that would list all accounts that have Opportunities that are 'Closed ...
1
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0answers
31 views

Aggregating Results: Not grouping properly

I have a query onto the OpportunityLineItem table. AggregateResult[] OppLineItemsPlays = [select OpportunityId, PricebookEntry.Product2.Play__c, COUNT(id) ...
3
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1answer
63 views

Relation Between Opportunity Products and Opportunity Line Items

I read about Opportunity Object and OpportunityLineItems and sub object in Opportunity named Opportunity Product Object.Is OpportunityLineItems and Opportunity Products are same thing or different?? ...
1
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2answers
39 views

Where is PricebookEntry Object

i am following this link http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_erd_products.htm .In this ER diagram there is Pricebook2Id field on Opportunity Object but i can't see any ...
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2answers
24 views

How do I update Opportunity Product with Product's Custom Fields Value

I have custom fields in Products. I want to populate these information in Opportunity Products. Any idea how this can be done?
0
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1answer
68 views

Test Class not passed

Here is my test bulkify test class and my actuall trigger handler methods. I dont know why but my code coverage is %76 and still it says test is not passed.. Is there anyone can help me about this ...
0
votes
1answer
43 views

Need to get Opportunity ID

I need to get Opportunity id to insert new OpportunityLineItem.. OrderProducts_c object has master detail relationship to Order_c which has lookup to Opportunity. I don't understand this code suppose ...
2
votes
1answer
119 views

Salesforce Triggers : 1) 101 soql error when upserting product records 2) bulk opportunity update not reflecting on opp

Here is my product trigger that calls the opp trigger trigger productdata_changed on Product2 (after update) { for(Product2 prod:Trigger.new) { List<Opportunity> opp = ...
2
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1answer
39 views

different behaviour when adding opportunityline through visual flow?

To give some context, I had the requirement that I needed to guide the users through a couple of screens when closing an opportunity. So logically, I started implementing this requirement using ...
3
votes
1answer
37 views

Different currencies in the same opportunity

it's possible to have different currencies in one opportunity? for example: line item 1 $USD line item 2 $MXN Thanks
1
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2answers
42 views

Schedule (OpportunityLineItemSchedule) Validation?

Anyone know of a magic way to do "Validation" on Schedule items? In our example, we want to stop most profiles from touching a Schedule item that has a Schedule Date of "before today" (it's more ...
0
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0answers
11 views

Setting up media campaign product

We want to use the Product object and Revenue Scheduling to drive our Forecasts, but we sell media campaigns. For instance, a rep might sell a 30-day campaign for $30,000. I want to provide the rep ...
1
vote
1answer
153 views

Need Help With My Trigger to Update OpportunityLineItem [duplicate]

I have a problem with my update trigger. I created Order and Order Line Item custom objects, same and related with Opportunity and Opportunity Line Item. When I create an Order, a related Opportunity ...
0
votes
1answer
47 views

How do you incorporate product family into a validation rule for closed/won opportunities

I am trying to create a validation rule that will require a date field (renewal date) be populated before an Opportunity can be closed as won if a product from a particular family (Software) is ...
3
votes
0answers
67 views

Mass update OpportunityLineItem UniteCost (SalesPrice)

I have this issue every year.... We use opps to keep track of our renewable business year on year. The renewal opp is created automatically when the previous opp is closed/won. A product is created ...
0
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0answers
191 views

Unable to add Opportunity Products

One of my user doesn't able to add products to an Opportunity & at the same time I am able to add products to one of my temporary created Opportunities by related that Product-Portfolio to it. ...
4
votes
1answer
63 views

How to add a flat amount discount on an oppty/quote?

I have a very complicated oppty, that eventually, needs to get a discount of XX dollars. I have the SF quotes module installed, thinking I can modify the fields there. I can play with each lines % ...
2
votes
1answer
57 views

How do I pre-populate a report filter from the URL?

I have a very simple report which pulls in opportunity line item data. The only filter for the report is the opportunity id. I am trying to pre-populate the report with the opportunity id by going ...
5
votes
2answers
143 views

java.sql.SQLException error caused by OpportunityLineItem DML request

In our Salesforce.com organization, we have a trigger on the OpportunityLineItem object (insert/update), automatically generating OpportunityLineItemSchedule. The product is schedule by revenue, ...
1
vote
1answer
169 views

New Active Product not showing up in Price Books and Opportunities

I've just added a new product and marked it as active. Now I'd like to link a few opportunities to this new product but it's not showing up in either the Opportunity "Add Product" page or the Price ...
2
votes
1answer
402 views

Populate a Lookup Field on OpportunityLineItem with Custom Object Record Just Created from Opportunity Line Item Trigger

In the answer to this question: Maintaining a reference to sObjects being upserted for subsequent related object insertion There is a suggestion to: What about building an OLI External Id, stuffing ...
1
vote
1answer
141 views

OpportunityLineItem trigger when SortOrder is saved

I'm trying to access OpportunityLineItem whenever the SortOrder is changed. However the trigger for update actions doesn't fire when I hit the save button from the page where we sort the Opportunity ...
1
vote
1answer
192 views

Using multiple pricebooks in an opportunity

When adding products to an opportunity I can only use one pricebook. In my case I need products from multiple pricebooks. How can that be done?
4
votes
1answer
120 views

How to get a report of accounts without a certain product?

I need to get a report of accounts of which never purchased a certain product. Is there a native way/report to do that? I created a custom report. What I need is the AUB-C = All accounts with a ...
4
votes
2answers
272 views

How would one track field history for OpportunityLineItemSchedules?

Unforntunately Salesforce does not support Field History for OpportunityLineItemSchedules. A workaround would be to duplicate Salesforce's Field History object and update it using a trigger. (I have ...
2
votes
1answer
229 views

UseStandardPrice field when import PricebookEntry

I’am going to insert the prices for my products, but i’m not sure about how setup (true or false) the field UseStandardPrice of the object PricebookEntry. I have found this : UseStandardPrice ...
0
votes
1answer
196 views

How can I sync a subset of Quote Line Items?

Here's the basic rundown: I've got a checkbox on my Quote Line Item object, and when I sync the Quote I want to prevent some items from becoming Opportunity Line Items based on the value of that ...
0
votes
1answer
289 views

Trigger opportunity Product Lost

I have a custom checkbox Lost__c on opportunity product so when you edit the product added on the opportunity, you can set that the product isn’t sold. I want that if the checkbox is true: Copy ...
2
votes
2answers
425 views

Opportunity Product Button

Do you know if i can add a custom button on product section on opportunity?That is near the buttons ADD PRODUCT_CHOOSE PROCE BOOK_SORT To solve this I have created a List custom button ...
2
votes
1answer
244 views

Price Book Access Control?

Is anyone aware of a way to control access to Price Books? I'm finding no joy either here on SE or via Google. Our company previously had price books for each "country region" (like North America, ...
2
votes
1answer
250 views

Where does this List price come from in opportunity Products

There is a field called list price in opportunity Product. From where does this field get populated from? EDIT : From the documentation Corresponds to the UnitPrice on the PricebookEntry that ...
1
vote
1answer
26 views

Suborders support in SalesForce.com

Does order tracking and fulfillment in SalesForce allow an order from a customer to be split for fulfillment into separate parts (sub-orders). Example: A customer places an order for 20 widgets ...
3
votes
3answers
425 views

Access to the related QuoteLineItem in OpportunityLineItem Trigger

I'm looking for a way to access the QuoteLineItem from a OpportunityLineItem trigger when I sync a Quote with the Opportunity. How can I access the related QuoteLineItem? I looked at the "Custom Quote ...
6
votes
1answer
1k views

Sorting Opportunity Line Items programmatically

I've been attempting to do a purely Apex based sorting of Opportunity Line Items based on a solution I found in the Salesforce developer boards. That solution uses a combination of Javascript and Apex ...
1
vote
1answer
88 views

Determine via Apex if product schedules are enabled for an Org

For a given Organization, how can I determine if it has the Product Schedule feature enabled without adding a dependency on that feature to a managed package? In the UI under App Setup > Customize > ...
3
votes
1answer
192 views

Related List on OpportunityLineItem

I'm looking at something using QuoteLineItems and OpportunityLineItems. The quoting/selling application is only interested in seeing high level "summary" products; however, there is a need to be able ...
0
votes
1answer
113 views

Configure Opportunity Line Items via Custom VF before the Opportunity is created

I am building a CPQ type tool. So the User can configure the Products they need via some Custom VF page. Then when they have done this I want to direct them to the standard Opportunity Edit page ...
4
votes
2answers
1k views

How do I update the Opportunity 'Amount' field with a formula that sums custom Opportunity Product fields?

First off - the documentation on the SFDC site is incorrect on this issue (http://goo.gl/ycjLs). The question keeps getting asked, people get referred to this link, and then they soon write back ...
2
votes
1answer
137 views

How to Change the Opportunity Amount

Once I add Products to the Opportunity I can no longer edit the Opportunity's Amount field. Is it possible to change that amount so that it is saved on the Opportunity as a different amount? Possibly ...
2
votes
1answer
329 views

How can I expose the content of a Product custom field (txt) to quote line item field (txt)

I have a custom field (Text) on each Product called Production Code. I need for that field's data to be entered and editable in a custom field (txt) on Quote Line Item. The Production Code copied ...
3
votes
1answer
602 views

Using Product standard price in Custom Object

I'm trying to create a classic Invoice by using Custom Object Invoice (Master) Invoice Line Item (Detail) Invoice_Line_Item should have a look up relationship with Product. Also it has to include ...
4
votes
1answer
144 views

OpportunityLineItems - why aren't they sent to trash can?

Question above.. Why not let the IsDeleted field apply to if the Opportunity Product is deleted from the parent Opp?
1
vote
1answer
1k views

How to insert new Products and Price Book using Apex Dataloader

Do anybody know How to insert new Products and Price Book using Apex data loader. Every 1 product will have more that 1 price in price book. please guide me to possible ways to do.
6
votes
1answer
414 views

Copy Opportunity Products to Contract Line Items

I have created a flow does several actions: create a new Service contract with user input (start date, end date, name) create a new license key to send to end user change the opportunity to closed ...
2
votes
1answer
415 views

Has anyone tried to create custom add product page and multilineitem page from opportunity

I have a requirement to create a VF page to overide the Add products button in opportunity lineitem from opportunity. I want to also move the selected products into multilineitem.jsp. What the ...
3
votes
1answer
274 views

How to Ensure Some Users Always Add Products when Creating Opportunities

We've got several departments using Salesforce and while we'd like everyone to use products with opportunities we can't currently do this across the board. However, for the departments that do use ...
1
vote
1answer
199 views

How to make sure that Quantity doesn't change on deleting all the schedules thru Apex?

When i manually delete the opp line item schedules from the layout the quantity field of opp line item doesn't get affected(it doesn't become zero). Where as thru my apex code it deletes the ...
0
votes
1answer
1k views

What's the best way to get the Product information using opportunity line item?

I want to get the product information using Opportunity line Item.What is the simplest way to query this? Thanks very much.