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Questions tagged [opportunity]

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

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13 views

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
13 views

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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1answer
51 views

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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2answers
23 views

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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19 views

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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13 views

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
20 views

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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21 views

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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8 views

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
74 views

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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10 views

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
18 views

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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1answer
38 views

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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1answer
17 views

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
45 views

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
27 views

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
20 views

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
34 views

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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17 views

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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22 views

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
17 views

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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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
29 views

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
69 views

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
20 views

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
31 views

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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27 views

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
16 views

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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15 views

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
38 views

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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22 views

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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10 views

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
50 views

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
55 views

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
27 views

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 ...