Questions tagged [opportunity]

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

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Account name linked to an opportunity

I've been trying to get the account name linked to opportunity through query. CODE: query = "SELECT Id, Name, Phone, AccountId FROM Opportunity" fileList = "" i = 0 fileList = ...
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Listing Opportunities

I've been trying to list opportunities in my account. There are only two opportunities created by me in salesforce. But while listing the same, more than 30 are shown in the list. I tried to filter ...
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15 views

UI for Adding Products to an Opportunity

I need a UI for adding products to an opportunity, which can be used during specific high volume times. I can't seem to find anything appropriate on App Exchange. Attempting to create a flow won't ...
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Check for Opportunity Team [closed]

Her is what I would like to achieve: I would like to ask the user to add a "Opportunity Team"as soon as the Opportunity is first saved. Sasme goes for the "Product". I read that you should cretae a ...
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14 views

Opportunity Stage Path

Is it possible to setup the Opportunity Stage path to contain an additional value at the end (after closed), and that value to be colored red if the stage equal closed and a checkbox field on ...
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1answer
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Add field to OpportunityPartnersFrom object

I want to add another field to the OpportunityPartnersFrom object (which is the the underlying object of the related list "Partners" in an opportunity). However, unlike OpportunityContactRole (the ...
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1answer
36 views

How to disable the approval process in the Opportunity object for certain user?

How to disable the approval process in the Opportunity object for certain user? Even if the users press the submit for approval the Opportunity record to became automatically approved. Please advise ...
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1answer
30 views

Process builder create task

I am trying to build an automated task using process builder when opportunity is on the specific stage. However, I have a problem with field picker. I want to assign this task to opportunity owner / ...
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1answer
25 views

Why lookup reference Ids not cleared on deletion?

If I delete the quote record "Synced Quote" field on opportunity does not clear the value. Because of this any further update on Opportunity fails with "Invalid Cross Reference Id" exception. At ...
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19 views

set default value/auto-populate required close date field when creating new opportunity

When a user creates a new Opportunity the Close Date field is required to be entered. However, the requirement is to automatically set this field to 1 date from when the opportunity is created. I ...
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42 views

calculate year from Start Date and Time

I have two fields "Start Date" and "End date". I want to auto caliculate end date to one year based on Strat Date and End date time stamp shoukd always be 12:01am. for example Start date fields ...
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18 views

Delete all attachments at a time on a Particular Opportunity Record

I have to delete all attachments related to a particular Opportunity Record based on Id or Name. Currently, I am deleting them manually one by one. Is there any workaround to delete all attachments ...
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1answer
18 views

How to share an opportunity to running user(low level of role) using apex

I am trying to share an opportunity using apex. Apex running user is having low level of role compared to opportunity owner. How is this possible ?
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How to auto update account & contact handler to match opportunity owner?

I have to auto-update the account & contact handler to match the opportunity owner, is there any way to do this? Can this be done with process builder?
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1answer
35 views

How should I share a summary-level view of opportunities without sharing their activities, emails & files?

I have an org containing several business subsidies working on opportunities. These opportunities may have sensitive data attached to them in files, emails, calls, etc. Users in each subsidy should ...
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15 views

How do I get opportunity history report to show only the latest stage of an opportunity?

I've created an Opportunity History report in SF Lightning. All of the columns and rows are exactly as I'd like them. However, I can't figure out how to prevent the report from showing an ...
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1answer
27 views

When Advanced Currency Management (ACM) is enabled, is there a way to bypass the default 2 trailing zeros?

With ACM enabled, it defaults currency fields to have 2 decimal places. My client is in the manufacturing industry and they require 4 decimal places. Enabling ACM is necessary for this project due to ...
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1answer
142 views

How to remove a SOQL query from a loop

I have a query for Opportunity records which are retrieved based on Account Id. I am not sure how I can remove them out of the for loop I had to use the Opportunity for each account in the list, ...
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14 views

Why is Actual Revenue field wrong?

I've created an opportunity report using the Actual Revenue object, but the accounting department noticed that the amounts shown are consistently wrong by varying amounts. Where does that field get ...
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1answer
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Edit button override saves, but does not show on record detail page

I have created a custom lightning component that overrides the standard edit button on opportunities. As of now I am just trying to get it to function like the standard edit functionality, but there ...
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40 views

I have written a trigger and class to first create an account and then 10 identical opportunities. It is working but only creating 1 opportunity

trigger IdenticalopportunityAccount on Account (after insert) { List<opportunity> oppt = new List<opportunity>(); for(Account acctOpp1 : Trigger.new) { if(acctOpp1....
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113 views

Others can update an Opportunity Owner to a particular user, but he can't update it to himself?

My org just switched to Lightning and a user says he can not set himself as the Owner of an Opportunity. He can set the owner to someone else (a user with a standard sales profile) but then he can't ...
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90 views

No more record types are available for this object

I'm not able to create Path setting for Opportunity. When I clicked on Path Setting > Enable > New Path > (Under No more record types are available for this object.) I have to fill Path Name: Opty ...
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Send email from opportunity contact role?

Is it possible to create a button on the contact listed in the Contact Roles related list on an opportunity? I want to send an email to that person and have the email show up on the opportunity page, ...
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135 views

CPQ Quote sync to Opportunity results in no information

I have an issue with the synchronization between a CPQ Quote and an Opportunity, and I have no clue how to provoke that. There are a few Opportunities that have a primary CPQ Quote (Accepted by ...
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2answers
32 views

APEX Trigger to Populate Default Text in a Standard Field on Opportunity

I'm attempting to create 'default text' in a standard field on the Opportunity object. Obviously, I can't use system defaults since it's a standard field. I also can't use Workflows because it updates ...
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2answers
476 views

Cannot enable confetti on path

Tried with 2 of my trailhead playgrounds and the option is grayed out Object: Opportunity Field: Stage I confirmed I have stage values on a Closed/Won category. Thoughts?
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Populate picklist values based on valueset defined in child object

We are struggling with the following new business request: We are using the standard objects Opportunity and Product. Now there is the clear request to define possible market segments for each ...
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1answer
31 views

SOQL: Delete Opportunities before deleting Contacts

I have about 1200 orphan Contacts (not related to any Account). I want to delete these Contacts, however they have related Opportunities. So obviously, I need to first delete these opportunities. ...
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1answer
99 views

Issue with Radio Button with text input

I am creating a cloudpage on web studio and using Radio Button to select the donation value to create a new opportunity (and a contact if not already exists) having the selected radio button donation ...
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2answers
165 views

How to copy LinkedEntityId/Opportuntiy id in Content version object via Apex trigger

I have created a custom field(lookup field to opportunity) on Content version object that would denote the opportunity id that file is connected to. The custom field is Opportunity__c. Here is the ...
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195 views

How do I display Opportunity ID/LinkedEntityID in content version object

I am running a query on contentversion to fetch files related to opportunity from Salesforce. However the content version records returned from the query does not tell me what opportunity id is that ...
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1answer
117 views

How to convert Salesforce contentversion to actual file

I have created a rest API that returns the list of opportunities as well as files attached to the opportunities. I am able to call the API and retrieve the data via POSTMAN. This is the code: @...
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1answer
79 views

How to create a nested query that fetches opportunities, Content Document and Content Version [duplicate]

I am trying to fetch all files that are associated with the opportunities in 'XYZ' stage. I am trying to construct one nested query that would first fetch all the opportunities in that stage, then ...
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1answer
65 views

Fetch Files Related to opportunity in salesforce

I want to run a SOQL query that fetches files associated with opportunities(in a particular stage). If I am not wrong content version is the actual object I need to be querying on to fetch content? ...
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1answer
80 views

Auto populate fields on quote creation

Is there any way to auto populate Quote name field with parent opportunity name when click on new button.I know that It is possible in classic by url hack but how to achieve it in lightning.Any ...
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24 views

Apply Opportunity Team Access on a Custom Object

We have installed managed package which has a custom object with a lookup(cannot create master because of managed package) relationship to the Opportunity object. Oppty teams has an read access to the ...
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14 views

Keep Opportunity Team default value via UI versus API

Working on the Opportunity Team Member trigger for the first time and I noticed the following weird behaviors: When Opportunity is created, Team Member is auto-added but trigger on team member does ...
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Only Account Team members should be visible in user selection while creating Opportunity Team Member based on custom picklist field value on Account

If Picklist value of Field A on Account Object is "Secured" Only ATMs should be visible in User lookup field (on OTM Object) while creating OTMs
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1answer
70 views

How to display validation rule error message for opportunity multi line layout?

I am have requirement to display error message while adding opportunity products in multi line layout. i have created validation rule with respect to condition on custom fields which are added to ...
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39 views

Pricebook field auto population in Quote Record Salesforcec CPQ

Pricebook field (Pricebook2Id)is auto populated on opportunity record by a visual workflow that looks up the right pricebook record from pricebook object based on an account field in the opportunity ...
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1answer
42 views

how to bulk check for opportunity in apex trigger

I have a requirement where I am checking on account trigger (on account update) if any opportunity is having Closed Lost status then changing account description with count of closed lost opp I have ...
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1answer
16 views

How to set default email on the Activity Tag for Opportunity?

I have 4 email addresses in my org as Organization Wide Email. How can I set a particular email as default email in Activity tab?
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SharingRule is not being shown as RowCause in OpportunityShare record

I have granted a User access to an Opportunity record through an Opportunity sharing rule. Now I can see in the UserRecordAccess Object that the User has access to this particular Opportunity record. ...
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1answer
21 views

How to enable Stage History(Opportunity) Related List to be visible in Lightning Experience?

Stage History(Opportunity) Related List is visible in Classic only. The related Stage History list is already added to all Opportunity page layouts but it is visible only in Classic. How to enable ...
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1answer
114 views

Query only OpportunityLineItems whose opportunity is open

I am very new to writing SOQL or APEX triggers I am currently writing an APEX trigger, that would update OpportunityLineItems whenever a Product2 is updated. Basically, it currently looks like this. ...
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1answer
59 views

Opportunity record on creation defaults to deleted stage value

I deactivated couple of stages from the Stage field on my Opportunity object and replaced them with new ones. However when I create an opportunity record, the Stage picklist defaults to an old stage ...
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297 views

I want to add change owner button on Opportunity list view page

I want to add 'Change Owner' button on the opportunity list view page by using lightning component. I am using below code but can not see change owner button on my opportunity list page controller ...
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Populate fields from Contact onto Opportunity when a “New Opportunity” button on contact is Clicked

I created a button on Contact which is supposed to create a new opportunity, populate fields and create an Opportunity Contact Role on Opportunity when a Sales Rep clicks on New Opportunity Button. ...
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how to add the Log call and New task button?

how to add the Log call and New task button ? like below screen shot

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