Questions tagged [opportunity]

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

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13 views

Convert the lead created in a screen flow to an opportunity automatically

I have lightning flow which creates a new Lead record. Now my requirement is that, as soon as my lead gets created its has to be automatically converted to an opportunity. I understand, that I can ...
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11 views

Does Salesforce takes additional time to perform back-end task if I add custom opportunity split type?

Opportunity split type is already enabled in my org. I understand that Salesforce takes some time to perform tasks on enable of Opportunity split type. I want to know if I create a custom split type ...
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17 views

Get opportunity count of a contact find by email SOQL [closed]

What I have done so far is to get the opportunity count attached with a particular account id. But I want to opportunity count of particular contact inside that account and that to find the contact ...
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1answer
19 views

How to find the Created Date of the Campaign Member associated to the Contact on an Opportunity

I am trying to find the Campaign Member Created Date based on the Contact Id and Campaign Id on an Opportunity record. I am newer to apex and struggling to find the record based on the combination of ...
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1answer
19 views

Functional difference between Business Processes and normal picklists?

What are the benefits of using a business process for leads, cases, opportunities and solutions rather than defining a normal picklist to hold the record's status? Is it just so you can assign the ...
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I need an “always up to date” ARR value in my accounts, based on opportunity values and dates

Hello Salesforce people, I have something I am trying to do in Salesforce, and I am coming up on a lot of limitations within the platform, and I wanted to ask the best way to do what I am trying to ...
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4answers
211 views

How to translate “Closed” in Opportunity?

How do I change the textual value of 'Closed' to "I like cheese" in English, and 「チーズが好き」 in Japanese? "Closed" isn't an actual stage, so it's not in the "Stage" picklist translations: And I've ...
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1answer
116 views

Inserting contentdocumentlink in contentdocumentlink trigger throws errorDocument with ID: xxx is already linked with the entity with ID: xxx:

the requirement is when an file is added not uploaded to event that is associated with some opportunity, i want that file gets associated with opportunity as well And when we add a file "it somehow ...
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15 views

Opportunity Product Sales Price is triggering “arbitrary” update when we enable scheduling on the product

Here is the scenario: Quantity: 4 Sales Price: $100 Total Price: 400 Then when I add a Schedule with the following criteria: Revenue: $400 Installment Period: Monthly Schedule Type: Repeat Amount ...
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14 views

Unable to get related data in apex when using dynamic SOQL [duplicate]

I have a requirement where I have to query certain fields dynamically based on a string that contains the fields. However, when trying to obtain the values, I get 'Invalid field' error. A simple ...
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13 views

Add/Remove Opportunity Team Members

As per Salesforce standard functionality- Opportunity Team Members cannot be created unless you are the owner of the Opportunity or are above the role hierarchy. But is this functioanlity can be ...
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1answer
17 views

OpportunityTeamMember - customization

Is there a chance to modify links "Edit" and "Delete" in Opportunity Team Member Layout ? I mean whether we could remove eg "Delete" link ? Because when I delete some user I can click "Undo" but ...
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2answers
35 views

Exporting data from partial sandbox to developer sandbox for related objects

I am trying to export Account and Opportunity data using data loader from partial sandbox to the developer sandbox. Currently, the hurdle is that in Opportunity Account is a lookup and required field. ...
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22 views

Validation on blank date field not working

If the opportunity is marked as Closed Won and the opportunity information picklist is set to "Existing Customer Renewal" then the renewal date field cannot be blank. AND ( ISBlank(...
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1answer
30 views

Trigger New Invocation Error in Apex

Need some help on an issue that I am currently facing in a trigger. This piece of code is getting executed in the "Before Insert" action of the trigger. In the OpportunityTrigger, I am trying to ...
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1answer
20 views

Find Prospects with more than 1 Closed / Won Opportunity in Pardot Salesforce

I want to assign Prospects with more than 1 closed won Opportunity to a dynamic list. How can we iterate on related Opportunities of Prospects and check if they are closed won and then assign to ...
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1answer
16 views

Redirect issue when input field empty on Visualforce page

I have created an Opportunity Wizard similar to this: https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_wizard.htm Just practicing Visualforce pages. I run into an ...
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1answer
31 views

Opportunity button override for lightning experience

I would like to know why 'Lightning experience override' option is not present in Opportunity Clone button override. I could override the New as well as Edit buttons. But in the case of Clone button, ...
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0answers
33 views

How to auto-sync a quote and an opportunity in Lightning?

For Classic this is an old question, which can be solved via an Apex trigger. This is the code that I am using now: trigger QuoteAutoSync on Quote (after insert) { Map<Id, Id> quoteMap = ...
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1answer
22 views

Apex rest API with get and post in the same time [duplicate]

I have a scenario where I need to do a httpPost to save a value from the request parameter and then return some other fields for the same object fields using httpget. So, my parameter would be ...
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1answer
16 views

Add Products button not visible on Classic opportunity page

When you edit an opportunity page layout, you will see these options for the products related list: And in the edit page layout this looks like: However, when you actually look at an opportunity, ...
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1answer
50 views

Batch class to update Contacts in Opportunities' Opportunity Contact Role

I have a requirement where I check for all Contacts related to Opportunities via Opportunity Contact Role junction object. For an Opportunity in particular stage, I update related contacts' with ...
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1answer
20 views

Reports : Using PREVGROUPVAL within a group only

I am trying to compute relative expected revenue through months. I am doing this using prevgroupval and it works fine. However, I have to add another level of grouping 'Stage'. With 'stage' being the ...
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2answers
35 views

Lead and Opportunity Conversion [closed]

I have created record types, Customer and partner for both lead and opportunity. what should be done to convert customer lead only to customer opportunity as well as partner type lead to partner type ...
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1answer
19 views

(API) Finding an opportunity's “Project start date” and “Project end date”

I'm creating a script that continuously pushes back an opportunity's close date to be greater than 2 months, and the project start date and project end date to be greater than 1 month. I'm able to ...
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1answer
23 views

The clone button wont clone opportunity with products in salesforce classic

Hi As per the below document from salesforce https://help.salesforce.com/articleView?id=000325215&type=1&mode=1 We have opportunity with products, when we try to clone the clone button did ...
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33 views

How to navigate to “Add Products” standard page from LWC?

Upon standard opportunity creation, a standard Add Products page is shown to the user(if the checkbox in Setup>Opportunity Settings is checked). However, we have overridden the standard opportunity ...
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8 views

Creating a custom report on Opporutnity Split and History

We have a requirement where we need to see the Opportunity history with the Opportunity split details. Where we show the Split Owner, Split amount with the value of the amount that has been changed. ...
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2answers
108 views

[LWC]: Custom Progress Bar for Opportunity Stages for a Sales Process

Using LWC I made a custom progress bar in an attempt to replace the out of the box chevron progress bar tied to the Opportunity Stages for a Sales Process. What I need to do next is find out what are ...
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1answer
25 views

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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20 views

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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1answer
17 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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19 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
19 views

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
38 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
46 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
36 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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55 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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1answer
20 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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1answer
37 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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0answers
38 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
36 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
150 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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0answers
16 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
18 views

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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1answer
41 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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1answer
319 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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110 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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14 views

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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