Questions tagged [opportunity]

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

Filter by
Sorted by
Tagged with
0
votes
1answer
15 views

No such column 'IqScore' on entity 'Opportunity'

I am trying to query 'IqScore' field on Opportunity' object, I see this field is available on object level but when i try to query same from Developer Console query editor or Workbench getting below ...
0
votes
0answers
7 views

EmailMessage Failing while doing Opportunity Merge

I am trying to do opportunity merge and while copying the email messages from losing opportunity to winning opportunity, I am getting bad restricted picklist error for the From field. While doing the ...
0
votes
2answers
22 views

How can I change opportunity owner field to be anyone from the users?

When we create a new opportunity there is the opportunity owner field. Is there any chance that I can select a different user while creating an opportunity? Right now it is just a fixed field on my ...
0
votes
0answers
35 views

How to generate random number from a change in another field? [closed]

I want that random number to be generated on quote number field only if only I change the stage to estimating. I could not figure this out. I already have a stage field and it controls probability ...
0
votes
1answer
36 views

What's wrong with my Trigger? Stop Task from being reassigned when Opportunity Ownership Changes

trigger OpportunityTrigger on Opportunity(after update) { List<Id> newOwnerOpps = new List<Id>(); for (Opportunity opp : Trigger.New) { if (opp.OwnerId != Trigger.Oldmap....
0
votes
0answers
22 views

Rollup Opportunity field to Contact on before insert trigger

I am an admin, new to Apex development. I will be uploading Opportunities periodically through Dataloader, all of record type "Outbound Call Opportunity." The file will contain the following ...
0
votes
0answers
17 views

How to prevent open tasks from being reassigned when opportunity owner is changed? [duplicate]

Salesforce transfers ownership of all open tasks on the opportunity currently if the opportunity owner is changed. How can I write my trigger to prevent this from happening?
0
votes
1answer
25 views

How to change the default value of OpportunityAcess in Account Team Member?

When I want to add a member, "Opportunity Access" is automatically filled like "Private". How can I change it and filled automatically like "Read Only"?
0
votes
1answer
25 views

Opp close date month should be greater than today month

I have a query "users want to restrict the Opportunity for everyone So that no one can mark as closed won until that Opportunity does not contain at least 1 Opportunity Product and the closed ...
0
votes
0answers
10 views

Display the opportunity conversion rate in a dashboard

Hello, I would like to create a dashboard which display the number of created opportunities this month divided by the number of closed opportunities on this month (the convertion rate for the current ...
0
votes
0answers
10 views

Cloning old opportunities after list price change

We changed the list price of a product, and we don't want to enable sales people to still use the old price. We don't allow changing the sales price (Profile permission) but this protects only ...
1
vote
0answers
10 views

Auto populate primary contact from related tab items in Opportunity to another object field [closed]

I have created a process builder to auto populate fields from opportunity to another object as soon the opportunity is a win. So a record is created as soon its a win and fills out required fields ...
0
votes
1answer
19 views

How to update associated planned date based upon the opportunity close date changed?

I have implemented a delivery delay for some of the opportunity line Item based upon the product family and opportunity close date. But now the business wants if a user changes the close date from 8-...
1
vote
1answer
21 views

Files and attachments non editable

recently I noticed some files attached to opportunities are non editable, and I mean some, because these files should be downloaded and then uploaded once again, after doing this is it has enabled all ...
0
votes
1answer
14 views

Partner User unable to view a record despite sharing it with him

I have set up a partner community where users with "Partner Community" license can create opportunities. The owner of the opportunity record changes over time and the record is made ...
0
votes
1answer
18 views

Opportunity Closed Lost Stage shows all open stages even not in my SalesProcess

THIS IS THE ISSUE: Q: Why are these stages showing? I only want "Gain Commitment" and "Lost-Closed". My Record in question's RecordType is set to "Lost-CLosed" "...
0
votes
1answer
34 views

SOQL To Get Opportunity, Account and Contact from one query to Opportunity Object

I'm wondering if it is possible to query the Opportunities object and return associated Account and Contact data. I so far have: SELECT Opportunity.Id, Opportunity.AccountId, Opportunity.Owner.Name, ...
0
votes
0answers
9 views

Customize “New Quote” button

I have created a new Javascript button on the Quote Object. Quote is a child object of Opportunity. From the Opportunity, the user will see "New Quote" and be able to create the quote. I ...
0
votes
1answer
22 views

How can I put another Object in the Opportunity validation rule?

I'm trying to allow only the Account's Owner and Account Team Members "001" to create opportunities. But I'm getting "The AccountTeamMember field does not exist". How can I solve ...
-2
votes
1answer
36 views

How to Query Both Createddate or UpdateDate in Opportunity?

I want to get both created date of today's Opportunity as well as the last-modified date of today's Opportunity in SOQL? how to Query that? Thanks in Advance. SELECT Id,Name,Project_ID__c,RecordType....
0
votes
0answers
13 views

Test Class Error : FIELD_INTEGRITY_EXCEPTION, You cannot change the currency of an opportunity that has quotes related to it

I am trying to set opportunity SyncedQuoteId field with a quote id in a test class. The opportunity is only having one quote. But I am getting the following error only on an one sandbox. On other ...
0
votes
0answers
7 views

Discrepancy in values when record is open in Edit mode by one user and is saved by another user at the same time

TLDR : Two users operate on the same record by changing the owner between them. The fields are read-only on the layout for the user as the other works on it. But opening the record in edit mode and ...
0
votes
0answers
13 views

Lead conversion discrepancy

When converting a lead into an opportunity/contact, the following fields are not filled in the New opportunity, where this is information that is already available in the Lead details: Country, ...
0
votes
2answers
21 views

Validation Rule Opty Stage

Validation rule need to be triggered when Opty Stage is 'Closed Won', but the below rule is triggered when stage is new AND( OR( ISPICKVAL( StageName, "Closed Won")), ISBLANK( ...
0
votes
0answers
10 views

Make Opportunity field not required during lead conversion but required when field is blank on record update

Please help me on this urgently I have a field say "X__c" which is required on Opportunity Object only But during lead conversion since this field is not present in leads, it is preventing ...
0
votes
0answers
5 views

Reports and Dashboard by sales rep on following requirement

I have the following requirement to be done,in my analysis what i realised is this is the work of a summary report however I am facing the following issues 1)In my analysis as I understand this ...
0
votes
1answer
22 views

How to display autopopulate rest of the fields based on a lookup field selected

I Have a custom object called Withdrawal which is having a lookup to Opportunity object My requirement is to override the standard New creation button for the Withdrawal object and whenever someone ...
1
vote
1answer
26 views

Close Opportunity Flow Button Not Showing Up

I have a flow and an action button affiliated with it. The flow walks the user through editing a couple fields on Opportunity then closes the Opportunity with the right status. I've made an action ...
-1
votes
1answer
20 views

Opportunity stages required Contact roles other than the first stage

I have a use case whenever I change the opportunity stage from Stage - 1 to any other stage Contact role should be mandatory to change the stage other wise it has to throw a error message how can I ...
0
votes
0answers
39 views

Lack of Opportunity Queue - What's the best workaround?

Salesforce does not have the functionality to assign and Opportunity to a queue. Looks like the feature has been requested and discussed a lot on Salesforce Ideas - https://trailblazer.salesforce.com/...
0
votes
1answer
17 views

Update Opportunity custom field based on OpenActivities (Tasks and Events)

I need to update a custom field (Next_Activity_Date__c) on Opportunity with next closest Date from Event or Task which is added to current Opportunity. Example: When a user has logged a Task/Event, ...
1
vote
2answers
39 views

Date Formatting issue in Apex?

I have date format something like this. I don't know how to format this and this value needs to used on a close date in Opportunities. Please help me to format this. I tried below but throwing errors ...
0
votes
1answer
24 views

Can I set up a way where users allowed to create Opportunities only from Contacts?

My initial idea was to hide - New - button from the Opportunities recent list, its already hidden on the Account page layout, but I'm starting to doubt that's the right way, what approach should I use?...
0
votes
0answers
32 views

What is the name of the page “Change Opportunity Owner”?

I'm not developper but need to find the name of the page which displays when we click on "Opportunity Owner" to change the owner of the opportunity (see image). How i can find it into ...
1
vote
1answer
21 views

Can I adjust Workflow Rule to only trigger email alert when formula field value changes not any time its updated to same value?

This is My workflow rule AND( ISCHANGED( Number_c ), ISPICKVAL( StageName , 'Closed Won') ) The problem I have - currently I get an Email alert even if the field has the exact same value as ...
0
votes
1answer
37 views

Recurrence of Task in Opportunity object

Hi everyone I am new to Salesforce I am facing some issue. When I change stage value in opportunity to Qualification, some task should be created but after some time again I made changes the stage ...
0
votes
0answers
26 views

Before Insert or Upsert list must not have two identically equal elements when tried with JSON String

I have tried to get the JSON String response and map the value for both insert and update but I got the above error .please check whats my mistake. try{ Http http = new Http(); ...
0
votes
0answers
49 views

File upload not working in Lightning and Safari browser

I am unable to upload files in Lightning, using Upload Files option in Safari browser. Repro Login as an admin or standard user Go to opportunity record Hover the mouse cursor & Click on the '...
0
votes
1answer
35 views

How to use third party rest api json data to create Opportunity in salesforce?

I have JSON something like below and my code is written for an update as well as an insert but if I'm trying to insert another set of records it will only go to update since I iterating only OppMap ...
2
votes
2answers
55 views

OpportunityShare not writeable

From udemy's "Salesforce Apex Trigger and Trigger Design Pattern", I'm trying The tutorial #3, called "6. Trigger Example 4". public class OpportunityTriggerHandler { public ...
0
votes
1answer
45 views

Apex Trigger 'Expression cannot be assigned'

I am trying to update the 'Contact Status' value on my Contact object based on the following criteria: Contact Status is currently 'Sales Qualified' Related Opportunity is created within the last ...
0
votes
0answers
31 views

What is the recommended way to filter a child object from the parent object through SOQL

I have a child object that I need to create which would be related to Opportunity. Let's call it RepPay. I wanted to know what is the best way to create this relationship for querying purposes which I ...
0
votes
2answers
38 views

SOQL Restforce INNER JOIN query

Currently trying to do an INNER JOIN on my Account and Opportunity tables and am running into the following error. I am using Restforce (SFDC maintained Ruby SDK) to run these queries against a client....
0
votes
1answer
34 views

Auto populate Opportunity Name with an autoincrement number

when a user clicks to create an opportunity, I want to auto-populate the Opportunity Name with an auto-increment number, like Auto Number fields on custom objects. Is there a way to achieve that?
0
votes
2answers
49 views

Test class for trigger on Opportunity Object [duplicate]

@istest public class Test_TriggerOpportunity { private static testmethod void TestOnOpp(){ List<Opportunity> OppList=new LIst<Opportunity>(); Opportunity Opp=new ...
0
votes
0answers
17 views

Opportunity Sharing Rule creation option not available

In one of my org I changed the OWD for Opportunity from Public Read Only to Private. However, I can't see the option to create a new sharing rule for Opportunity. What could be the possible reason for ...
1
vote
1answer
56 views

Opportunity is not getting mapped to Account in Screen flow

I have created a screen flow in which I am trying to create an Opportunity automatically mapped to the Account and I have placed it in the account detail page. I have added the resource named recordId ...
0
votes
1answer
114 views

Set default value to Opportunity Stage filed in 'Edit Dependencies' popup

I have opportunity record. And when click on 'Mark Stage as Complete' button 'Edit Dependencies' popup comes in lightning opportunity path. How to set default value to 'Stage' picklist field.
0
votes
0answers
10 views

Dashboard to compare created opportunities and closed opportunities month by month

I would like to create a report and a dashboard to compare created opportunities and closed opportunities month by month. It means that an opportunity can be created on january and be closed on ...
0
votes
1answer
20 views

Class to update Account's active__c not working

I made a class in a trailhead playground to query some opps, then the accounts, and some fields related to them. My objective was to access the Account's Active__c field and change the value from 'yes'...

1
2 3 4 5
20