Questions tagged [opportunity]
An Opportunity is a Salesforce Standard Object that represents a sale or pending deal.
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"Opportunity Record Type" standard field not showing correct value
Having a hard time explaining the problem because i don't understand it.
The standard field "Opportunity Record Type" does not show the correct value,
the two pictures are of the same ...
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Adding a Product to Opportunity - Flow based on Field
I am aware we have products in two places on the opportunity, this is currently how the business needs it for reporting needs across 12 different BU's Thank you!!
I want to create a flow that ...
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Incorrect owner for opportunity while converting lead
I am using an Omniscript -> Integration Procedure -> Dataraptor-> database, call to convert a lead to an account, and do some processing, like create opportunities, generate pdfs etc.,
When ...
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Flow Copying a Value To a different field - Editable Fields
I am currently building out a flow to copy the value of the Annual Recurring Revenue field (Recurring Revenue is also the name of the field) to populate in the ARR Booking Field automatically. However,...
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CPQ Quote not synchronized with Opportunity when Primary checkbox is updated
I have a custom QLE done by LWC, at the beginning of the year we used to uncheck the SBQQ__Primary__c checkbox if it was Primary, wait, and then check it again (with a flow) to trigger the ...
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Validation Rule Conflicting with Process builder
I have this validation rule which locks the field of opportunity when its closedwon/lost. But it is not working as it is conflicting with a flows(which updates closewon/lost dates as today() ) saying ...
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Users cannot create quotes anymore
Yesterday evening users could create quotes from opportunities, but today they cannot anymore. Nothing has changed in our system, I can vouch for that. I checked incoming change sets, audit trail, ...
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when lead converted into opportunity, then Close Date is set to the last day of current fiscal quarter. can we set Close Date to greater than 90 days?
Opportunity Close Date is automatically set during Lead Conversion, which means that when we convert lead into opportunity, that time Close Date is set to the last day of current fiscal quarter. can ...
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Custom condition logic not working as expected in the get record element
In my Get record element for the opportunity Object, my custom condition logic is not working as expected. I have designed a screen flow where the user inputs the opportunity names and the lookup ...
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Opportunity Object - Price Book Lookup is always blank
When an opportunity has a new quote created, and a product (quote line item) is added to that quote, there is a dialog box that pops up and asks you to select a price book:
After selecting this price ...
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Link Person Account to an Object (PRODUCT)
As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account).
My Athlete accounts are also products as I m offering ...
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A User has read access to an Opportunity but is not in the OpportunityShare table - how come?
My org does not have https://help.salesforce.com/s/articleView?id=release-notes.rn_sharing_update_opportunity.htm&release=246&type=5 enabled yet (at least not that I'm aware!).
A User has read ...
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Opportunity is visible in reports
Premise: As per the business requirement all internal users should see all the accounts, but they should NOT be able to see all the opportunities. The only opportunities they should be able to see is ...
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Salesforce limits on sending email in one hour
One of the user send an important email from an opportunity record to the team members. We can see the email message record in the related list but non of the team members received the email.
I want ...
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Events not showing on a custom report of opportunities with activities
I've created a custom report type. The primary object is 'opportunities'. The secondary object is activities. The report is set to show all opportunities, with or without activities.
I went into the ...
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Generate (and send) email from Opportunity Tab
Is it possible to create a button (or something equivalent) to generate and send an email from the Opportunity tab? I am really new in Salesforce and struggle with the basics.
I have created an ...
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LWC: create hyperlink to the related opportunity record
I have a created a lightning web component (lwc) that displays related opportunity records. I want to create a hyperlink on the opportunity name so when the user clicks on the name, it should take the ...
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Salesforce Opportunities Object - Validation Rules - Make checkboxes mandatory to progress stage
This is my first time posting on the stack exchange so apologies if any key information is missing from my question.
I am trying to create a validation rule to make certain checkbox fields in the ...
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What permission a user should have in order to change the territory in Opportunity manually?
I have a business user who is getting Read/Write access to opportunity via sharing rule, but he is not able to change the Territory value in Opportunity.
User is getting the error - "insufficient ...
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Data Loader - Opportunity Stage Value Does Not Select
I am working with data loader looking to automate a pipeline upload process and creating a template.
Currently I have been able to match all of my fields
When double checking the upload, the ...
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Retrieve FlexiPage layout for default Opportunity record type for current user
Question
For the current user, how do you programmatically retrieve the FlexiPage layout (i.e. fields) for the default Opportunity record type?
What I've Tried
Since, the FlexiPage layout potentially ...
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SOQL: Identify Account records that don't have children
Being a newbie in SOQL I'am stuck with a little intricate challenge:
I need to scan through the Account-object to find all records that don't
have no corresponding records in Opportunity object
have ...
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How to customise Einstein Opportunity Score Top Positive and Negative
I'm new here and I'm Salesforce business developer with less salesforce technical background.
Recently, we have turn on Einstein Opportunity Score as per the image attached, i m finding the way to ...
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LWC related list styling
I added a title to my related list but a white box is appearing on the grey theme I added. What is the simplest way to solve this issue. Should I not use lightning-card to display my title? Also How ...
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Is this a known issue - Inactive Picklist Value shows up on a new Order
I have an inactive picklist on the OrderType field on Order.
When I create a new Order record from an existing Quote record, then the Order after creation shows 'New' as an Option in the OrderType ...
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How can we rollout Salesforce cpq in production for some or limited users only,as we are installing it over our existing sales cloud implementation?
We're about to start Salesforce CPQ Implementation, after sales cloud. Users are using sales cloud and are using Opportunity to add products. Now we want to start CPQ pilot for some users, but what i ...
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How do you make opportunities go through each stage of the sales cycle sequentially (no skipping stages), but allow regression
I've followed the advise on other threads to use the following formula, but it isn't working for me - it is preventing any movement.
AND(
$Profile.Name <> "System Administrator",
...
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How do I make sure that every new opportunity created starts on stage 1? [closed]
I want to prevent opportunities being made retrospectively and created at closed won stage. How to I make each and every opportunity created start at Stage 1?
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Send Slack Message Flow Core Action Not Working on Asynchronous Path
I have created a Flow with a Send Slack Message action via the Salesforce for Slack app when any of the following fields are updated on the Opportunity:
Amount
Stage
Close Date
My Flow is executing ...
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Restrict field edit access
My org has OWD as Private for opportunities. I have a specific requirement where one user needs to be able to edit 3 custom fields in all opportunities , but not other fields should be editable. No ...
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Activities component showing all Account activities on Opportunity record page
Typically on an Opportunity record page the Activities standard component will only show activities where the WhatId is the Opportunity.
I'm looking to get this component to behave how it does on the ...
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Error message not firing on opportunitylineitem record page
I have a requirement to display error message on opportunitylineitem record detail page when a user tries to update status field of the record once the related opportunity is set to closed won.
Here ...
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How do I prevent going backwards in an opportunity once a specific step is reached?
I need to prevent users to change opportunity status back to an earlier stage once a specific stage has been reached.
StageName values in order are:
New
Preselection
Instruct
Closed (Won/Lost)
Once ...
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Remove Expensed Opportunity Product from Totals
I have a checkbox to indicate that the product is expensed and I am wondering about strategy to exclude the expensed product from the opportunity product total and the opportunity amount. The primary ...
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Education Cloud: How to score applications and do intelligent analytics on barriers/drivers for customers?
We are running an online high school and using the EDA package (+ custom objects) to store applications data in Salesforce. Our Marketing team would like to build stronger functionality around scoring ...
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How to delete quote line items after opportunity stage set to closed won
I want to delete the duplicate quote line items of a quote. When I'm trying to delete from UI, it is throwing error saying "You are not authorized to make these changes Opportunity is already ...
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De-Link Opportunity Product Schedules from Opportunity Products
I am auto-generating OpportunityLineItemSchedules when a OpportunityLineItem record is inserted, by calculating monthly revenue based on custom business logic. Sometimes on edge-cases the ...
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beforeUpdate System.FinalException: Record is read-only
I'm making a Trigger that when adding a product to the Opportunities object when updating the Quantity if placed below the original value an error will appear, but when increasing the date field it ...
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486
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Opportunities related list not available under Campaign in scratch orgs
I created a new scratch org with the following definition file :
{
"orgName": "Demo company",
"edition": "Developer",
"features": ["...
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How to show / set a pipeline Opportunity "marked as important" on the record page?
With SFDC recently making Opportunity Pipelines free to Enterprise Edition customers, I went ahead and explored it. From the Pipelines Inspection button, you can see your Opportunities and mark them ...
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Roll-Up Sum field - extend criteria [duplicate]
I have a monthly amount roll-up sum field on my opportunity. The child objects are the opportunity products.
Is there a way to exclude one specific product from this lookup?
BR Alex
Edit: So the pic ...
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Add/Remove OpportunityPartner Role Values displayed in picklist?
How can we update the OpportunityPartner Role values that are displayed? So far I have:
Setup > Accounts > Partner Roles and then updated the values... This doesn't seem to effect opportunity ...
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Report that displays only accounts that have open opportunities which have different opportunity owners
I am trying to clean up accounts on our org. We want to achieve the goal of that all accounts will have only one opportunity owner. To do this we need to clean up accounts that have more than one open ...
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Validation rule allowing update of Close Won Opps & change Owner
Im fairly new to Validation rules. I am trying to create a validation rule for Opportunities which will only allow certain users, including Admin to change the status of a Closed Won Opp & to ...
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How can I create a list view for Opportunity object witch show only records created by users with specific roles?
How can I create a list view for Opportunity object that show only records created by users with specific roles? In particular, I need to create this list that show only records created by users who ...
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Validation rule to run on a particular role but exclude 1 username under that same role
Trying to create a validation rule to stop a particular Roles (example Role A, Role B and Role C) from changing info on a closed opportunity.
I have 1 user which I want to bypass this validation rule ...
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Validation rule is still firing even when requirements are met
Hello Salesforce Experts,
I am hitting a wall on this validation rule I'm working on and hoping to get some help. My scenario is the validation rule should be checking for 3 criteria:
Stage is being ...
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REST API patch allows me to write invalid picklist values to Opportunity.StageName
After running this...
curl -X PATCH "https://custom.my.salesforce.com/services/data/v56.0/sobjects/Opportunity/0060900000OWbmEAAT" \
--header 'Authorization: Bearer INTENTIONALLY_REMOVED' \...
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No zeroes or blank in fields
I want that when they user move to Stage 1, they have to enter an amount for the MRR and ARR greater than zero(0) and not to leave it blank. I created this validation rule and even if I input an ...
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Need to populate text values from related object to parent object text field
The requirement was whenever a product is added to an opportunity the product's product family text values need to be populated in the opportunity object itself in a custom text field named ...
