Questions tagged [opportunity]
An Opportunity is a Salesforce Standard Object that represents a sale or pending deal.
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What would cause a standard object to load slowly?
I'm working in a sandbox(salesforce classic layout) where opening an Opportunity record would sometimes hit the time limit(2 minutes). I'm trying to figure out why that's happening.
I've never seen ...
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1answer
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OpportunityFieldHistory EditedBy or ModifiedBy attribute
I have a question on the OpportunityFieldHistory tracking. Per the following, the "Edited By" field is available.
OpportunityFieldHistory Report
https://help.salesforce.com/articleView?id=...
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Lock all opportunities Based on User
I created a checkbox field on User Table named Can Unlock. I have a requirement based on this field I have to lock all opportunities for any particular user. can some help?
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How to prevent manually changes of Status field for Cases and Opportunities?
The Status field of Case and Opportunity objects cannot be read only for any profile. How could I prevent the manual changes only?
I've tried with a validation rule that allows a free choice when ...
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Select Opportunity Product Instead re create them
I have a dynamic picklist (SelectOption) of PricebookEntry Which I build with a SOQL after selecting a product.
after selecting few PricebookEntries - I need to create a new Opportunity and insert ...
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Unable to view the complete PDF document in salesforce classic Preview and Lightning Quick View
We have PDF document attached in the Opportunity notes and attachment section in salesforce. When we click on Preview in salesforce classic it wont show us Page 5 and 6 of the PDF.
Similarly, In ...
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1answer
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Apex to update custom field on Opportunity has unexpected token
Please indicate a relevant post if this is a duplicated question.
I am new to Salesforce and using Apex. I am trying a simple task of updating a
custom field on an Opportunity.
Here is my code:
//...
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Using DLRS to roll up to the Contact from an Opportunity
I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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how can we avoid add product selection screen in while creating opportunity in salesforce for one record type?
How can we avoid add product selection screen while creating opportunity in salesforce.
We have one requirement, for one specific new record type in Opportunity, users do not want to see Price book ...
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2answers
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System.FinalException: SObject row does not allow errors
Can someone point me in the direction of not getting the error
OpportunityTrigger: execution of AfterUpdate caused by: System.FinalException: SObject row does not allow errors: Trigger....
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Opportunity progression bar
How to make Opportunity progression bar red in color when Opportunity gets closed.
I tried through Path Settings. But there is no option for the same. Please help me.
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1answer
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How do I set up a workflow rule that emails a user one week after the opportunity is created?
Basically I want it so that 7 days after an opportunity is created, it sends an email to someone (This will not be the opportunity owner but a specified email) that reminds them it has been created.
...
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Sum of opportunity amount on account records [duplicate]
I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
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How to store only product type/range on Opportunity when specific product choice unknown?
Because it's not possible to change a product once added to an opportunity, what's the standard way to store product family, qty, specifications, etc. while customer decides on the specific product?
...
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1answer
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How to customise columns in Add Products popup
Question
How do I customise the columns that appear in the Add Products popup which appears if you click the Add Products button on the Products related list on the Opportunities record page?
What I'...
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1answer
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Manual Sharing/Opportunity team exposes other related data
We have two separate teams(A,B) which are not supposed to view each other's data. Specially account details, activities, contacts and opportunities.
But sometimes user A1 has to share opportunity ...
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1answer
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How to associate a contact with an opportunity using Restforce or REST API?
I tried submitting a ContactId with the Opportunity, but received
ERROR: INVALID_FIELD: No such column 'ContactId' on sobject of type Opportunity
Is there any documentation?
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1answer
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How to Add Pardot Opportunity records in Pardot lists?
I have opportunity records in Pardot and want to add them in a Pardot list.
How can I achieve it, so that the list can be used in the engagement studio?
Also, is it possible to I search the SF ...
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How to create an opportunity pipeline report with multiple different metrics?
We need to create a pipeline reporting in Salesforce that shows the number of opportunities by rep in these states:
New Pipeline: New opportunity records as of specified date
Total Pipeline: Total ...
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Validation Rule to “Lock Up” UTM Fields on Opportunity when the Opportunity is created [duplicate]
I am trying to lock the UTM fields on an opportunity when it is created.
I would the field to not be able to be edited by anyone (including Marketo Sync User) other than a system admin after the ...
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1answer
22 views
Opportunity Standard Object missing from Object Manager. How is that possible?
I am supporting a charity in making their system more effective (NPSP) and in Object Manager Opportunity is not visible at all. Has anyone seen anything similar? How can I fix it? I want to use ...
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2answers
51 views
Multiple Checkboxes in Formula Field
I'm sorry if the title is completely butchering what I'm looking for, please let me know if should be updated.
Here's what I'm struggling with:
I have 11 checkboxes on an opp layout. I need the ...
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1answer
32 views
pricebook lookup field is not autopopulating
I have a opportunity object and a pricebook lookup field on that object. I have a create order button on opportunity object when I clicked the button the detail page should be open and pricbook lookup ...
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1answer
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How does a campaign member create date affect the opportunities associated?
We're in the process of associating contacts with old campaigns but I'm unsure of this scenario:
Campaign is created in January 2018
Contact X is added to that campaign as a campaign member in ...
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1answer
23 views
Opportunity team access
I have given opportunity team member just read permission but he is also able to edit the fields. What might be the reason? The user is not in accounts team or with any special access as well.
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1answer
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Update of quantity is modifying Sales Price but not Total Price
Can anyone help me out in understanding the below functionality.
When i am trying to change Quantity on OopportunityLineItem, SalesPrice is getting change but not the Total Price.
For Ex -
Sales ...
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1answer
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Creating Opportunity and Opportunity Contact Role from Contact in LEX
In Salesforce Classic, you can create a new opportunity using a URL like the below:
/006/e?ent=Opportunity&conid={!Contact.Id}
This works great, creates the opportunity, and creates an ...
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1answer
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Contact's past activities aren't appearing on opportunity
I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on.
In the specific example that was brought to my attention,...
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1answer
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What object is most appropriate for an approval process requested by a customer? [closed]
Assuming there is a customer request that requires approval from the organization, what object between opportunity and case makes the most sense in general or in the following scenario?
Customer: ...
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1answer
38 views
Creating one invoice for two different opportunites
Is there a way to create one invoice for two different opportunities. The issue is having one opportunity that is a renewal and the other being new business. At the moment we have them both under one ...
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1answer
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How to get all opportunities owned by a salesforce account using their rest api?
I see there are ways to create, delete, read individual opportunities here: https://developer.salesforce.com/docs/api-explorer/sobject/Opportunity
How to get all opportunities owned by a salesforce ...
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1answer
47 views
Having trouble retrieving a checkbox value with SOAP API in c#
This is the first issue I have ran into retrieving data from Salesforce using the SOAP AP.
So I have introduced a custom field which is a checkbox, (lets call it Checked) and I have added it to the ...
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1answer
234 views
Primary Contact Role into custom Lookup Field on Opportunity
I need to bring the primary contact role in the opp page. I created a flow https://success.salesforce.com/answers?id=9063A000000e4QeQAI from this link but the process builder is not working.
I have ...
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2answers
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Contact information on Opportunity record
I'm building an integration between Salesforce and a proposal creator tool. Most of my users use the integration from opportunity object. I'm using the integration to pull opportunity data in the ...
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OpportunityTerritory2AssignmentFilter with more than 1000 qualified Opportunity record
As per the Salesforce documentation, the OpportunityTerritory2AssignmentFilter class will take up to 1000 qualified Opportunity record to process.
But what will happen if the number of qualified ...
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1answer
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How to generate a monthly revenue breakdown using start end dates on Opportunity object?
The Opportunity object has project start and end dates along with total revenue. Need a way so that user can see a month by month breakdown with revenue divided over each month.
For example if start ...
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1answer
71 views
Field is not writable for opportunity team member Name
Getting an error like An Apex error occurred: System.SObjectException: Field is not writeable: OpportunityTeamMember.UserId
public class BD_UPDATEOppTeam {
@InvocableMethod
public static ...
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1answer
81 views
Closed Won status is not available is opportunity
I am not able to see the Closed Won in the list of Stage in opportunity.
Closed Won is active field.
Where should I look for the solution to this stage?
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Report filter for the child object and sub child object
Opportunity object have the child object Quotation and sub child Quotation Line Item. Opportunity also have one more child object Delivery. Here Delivery doesn't have any relation with Quotation or ...
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3answers
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How do I stop this trigger from running more than once?
I'm still fairly new to Apex.
Currently in our org we have a class called CommitmentProcess and a trigger called CommitmentTrigger. We use this to clone Opportunities that are up for renewal. So for ...
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1answer
154 views
How do I check the RecordType of an Opportunity?
We have a trigger in our org that will clone Opportunities if they meet certain criteria. Due to recent changes in our business though we now have to account for certain record types (i.e we only want ...
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1answer
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Opportunity and Account Relationships
We know that deleting the Account deletes the related opportunities(considering Master details relationships). However, if I delete an opportunity related to Account, will it cause the update of its ...
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2answers
69 views
Require Contact Role on all newly created Opportunities
I'm trying to come up with a way to require every new Opportunity to have a Contact Role associated with it upon creation. The issue I'm running into is the stupid "Recently Viewed" Opportunity List ...
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Does it possible to have two snapshot on one target object?
I have a snapshot related to Opportunity records with a target custom object filtering with stage field values as 'Qualified' 'Finals' 'Won-Not Funded' snapshot runs on weekly basis.
Now i am planning ...
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How to run a report listing opps on all accounts with a close date after a logged call from specified users?
I'm arranging introductory meetings with prospects that my organisation's account managers are not currently familiar with. This is to either increase business within existing accounts or engage new ...
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2answers
57 views
Default picklist value for opportunity
After winter 19 release, default picklist value is changed from --NONE-- option to next first picklist value.
I would like to reset it to --NONE-- value. can you please let me know that workaround.
...
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25 views
Custom Report not displaying records
My custom object Quotation have lookup with Opportunity. Another custom object Quotation Line Item have lookup with Opportunity. Now i created record on Opportunity, under this Opportunity Quotation ...
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2answers
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How to Make: “Notes & Attachments” *Required*?
On an Opportunity, is there a way to make "Notes & Attachments" Required?
If so, please explain how as if I were a 11 year old ^_^
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1answer
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Show Modal prior to stage change
Looking to validate a proof of concept here. Prior to a user changing the stage of an opp/lead for instance, I want a modal to pop up with a "Please verify X fields before submitting". Rather than a ...
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1answer
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Create custom action for custom button
hy!
I have created new custom button named as "Readmit" on detail page of opportunity in lightning view.i want to make this functional, such as that when a user click on this button,a new opportunity ...
