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0
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1answer
11 views

Duplicate opportunity product search

Whenever you add a product to an opportunity there is a search box that is much more robust than the common lookup value search box. You can filter products by all sorts of values. I'm creating an ...
1
vote
1answer
41 views

Formula to calculate discounts

I have more than one discount in my opportunity line item. How can I calculate the total in discounts in formula field? like Unit price =100 Discount1 = 10% Discount2 = 10% Total=81 ...
1
vote
1answer
23 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. ...
0
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2answers
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 ...
0
votes
0answers
18 views

Line Item Name in Flow Loop causing an unhandled fault

I have a Flow Loop that is iterates through a collection of Opportunity Line Items and displays a single field from each line item. It works if I ask it to display the ID. It works if I ask it to ...
4
votes
1answer
45 views

Accessing OpportunityLineItem ProductCode field

Currently I'm having issue saving my code: public static void myMethodMyMethod(Map<Id,OpportunityLineItem> OLIs, String action){ for(OpportunityLineItem oli:OLIs.values()){ ...
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vote
2answers
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 ...
0
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0answers
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 ...
2
votes
3answers
71 views

Why is Salesforce hiding Discount, UnitPrice and TotalPrice decimals?

I've been migrating some QuoteLineItem and OpportunityLineItem records, and I noticed an odd behavior of the Salesforce platform. First, here are the field definitions: Here, we can see that: ...
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0answers
38 views

Sync opportunity products to order products in apex

I am trying to sync opportunity products to orders products when creating a new order, based on a shared account, like you can with quotes trigger Createproductsonorders on order(after insert, ...
1
vote
1answer
155 views

Reference Opportunity Visualforce Page from Quote Page Layout Button

Our company has a custom product selection tool on a visualforce page with its own apex class for the opportunity line item section. Is there a way I can create a custom button on the quote page that ...
2
votes
1answer
25 views

How to make a field on Opp Line item searchable

we are using Opportunity Products and pricebooks. So we have different line items on an Opportunity. Every line item (opp product) has an autonumber and other unique entries. Is it possible to make ...
1
vote
0answers
33 views

strange behaviour of validationrule on opportunityline in test coverage

Some time back, I asked the following question: different behaviour when adding opportunityline through visual flow? This has always remained a mystery... Now today, I stumbled upon this behavior ...
0
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1answer
61 views

Updating a record without DML

I am writing an after update trigger on OpportunityLineItem that will update an opportunity based on values retrieved from it's respective line items. By sheer accident, I forgot to include the ...
0
votes
0answers
29 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
vote
1answer
128 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
149 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
vote
0answers
46 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
votes
1answer
516 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?? ...
3
votes
2answers
171 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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3answers
110 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
222 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
243 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
262 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
votes
1answer
88 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
68 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
vote
2answers
92 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
votes
0answers
17 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
219 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
146 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
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0answers
119 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
votes
1answer
387 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
115 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
71 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
234 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
333 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
478 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 ...
2
votes
1answer
217 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
368 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
191 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
391 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
375 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
265 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
338 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
587 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
382 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
565 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
27 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
503 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 ...
9
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 ...