Questions tagged [opportunity]

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

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how to send an email in every 48 hours to approver that he/she has pending this much bulk of request to approve/reject [closed]

Requirement is need to send an email in every 48 hours to approver that he or she has pending this much bulk of request to approve or reject of new opportunity using existing approval process.so what ...
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88 views

Compile Error: Illegal assignment from List<Opportunity> to List<Opportunity>

I am trying to find how to go about resolving this error. Error: Compile Error: Illegal assignment from List to List at line 4 column 21 trigger productupdate on Opportunity (after insert,after update)...
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32 views

Trigger to check attachment on opportunity before update [closed]

I want to check before update if the opportunity has attachments or not if yes then save the records or if no then throw an error message. for that, I use below code but it didn't work. can anyone ...
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19 views

NPSP - Don't Automatically Create Soft Credit

For organizational gifts, NPSP automatically creates a soft credit Contact Role for the related organization's primary contact. We do not want to automatically soft credit this person. I went to the ...
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1answer
24 views

Wrong Opportunity Stage Order in Report

A report I made is showing the wrong opportunity stage order. For example, "Complete" should be the final stage and it should be followed by "Arrival". The order is correct in the ...
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11 views

Manually add Product/Variants in CC Dashboard

I'm a Ruby on Rails developer working on integrating Salesforce Commerce Cloud with Rails app. I've registered a Developer account/org on xxx.lightning.force.com and created a Connected App. I wonder ...
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41 views

How can I know which Apex classes quote opportunity? [closed]

Is there a query or some option on setup that I can see which Apex Classes quote Opportunity?
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10 views

How to add users in Default Opportunity Team on all opportunities for a specific country

There is a request to add 2 users in the default opportunity team on all opportunity for a specific market. Is it possible by basic configurations like 'Default opportunity team' in the user related ...
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30 views

Why is SOQL query is returning deleted Opportunity split record

I have an Opportunity, under which I had initially added two Opportunity split records. But later I deleted one of the Split records among them using the delete button in the UI, as I didn't need it ...
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10 views

How to get notification about the email activity by a user in Opportunity to everyone in his team

The requirement is whenever someone sends an email to the opportunity, everyone in the team should get a notification that this user has sent an email to this opportunity as well as the content of ...
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31 views

reference to account not found in query result sfdx

I am running the following sfdx command to export Accounts, Contacts, and Opportunities. However, I am running into the following error messages below. Question: How can I export the Accounts, ...
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17 views

I want to force users to enter a contact role prior to saving new opportunities. Can this be done?

I have a basic opportunity object and would like to require sales teams to enter at least one Contact Role in order to save the Opportunity.
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14 views

Add Products to Opportunity on the basis of Manufacturing Plant

The scenario is If suppose there are two products "A" and "B". Product "A" is manufactured in Plants X, Y, and Z, and the product "B" is manufactured in Plants ...
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23 views

Save & Add product in Lightning

We have overridden "Add Product" button with vf page in our classic experience. In classic, we display the "Save & Add Product" button on the Opportunity standard page. On the ...
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2answers
47 views

How can I convert existing Leads into Contact, Account, Opportunity Objects

public class LeadConvert { public void convertToAccount(){ account acc=new account(); contact con=new contact(); opportunity opp=new opportunity(); list<contact&...
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1answer
43 views

Cannot Deactivate CPQ Contract Generation

We were Using CPQ in our org. But Now we have shifted to Deal Hub. For Old data to sustatain, we have our CPQ package installed and working. The only problem that is coming is when Opportunity is ...
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61 views

Clone Opportunity using Quick Action

I'm trying to create a quick action button to allow reps to clone an opportunity. I noticed when I try to create this I can't select opportunity as the target object. Is this possible without code?
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74 views

No such column 'IqScore' on entity 'Opportunity'

I am trying to query 'IqScore' field on Opportunity' object, I see this field is available on object level but when i try to query same from Developer Console query editor or Workbench getting below ...
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11 views

EmailMessage Failing while doing Opportunity Merge

I am trying to do opportunity merge and while copying the email messages from losing opportunity to winning opportunity, I am getting bad restricted picklist error for the From field. While doing the ...
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2answers
31 views

How can I change opportunity owner field to be anyone from the users?

When we create a new opportunity there is the opportunity owner field. Is there any chance that I can select a different user while creating an opportunity? Right now it is just a fixed field on my ...
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1answer
38 views

What's wrong with my Trigger? Stop Task from being reassigned when Opportunity Ownership Changes

trigger OpportunityTrigger on Opportunity(after update) { List<Id> newOwnerOpps = new List<Id>(); for (Opportunity opp : Trigger.New) { if (opp.OwnerId != Trigger.Oldmap....
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26 views

Rollup Opportunity field to Contact on before insert trigger

I am an admin, new to Apex development. I will be uploading Opportunities periodically through Dataloader, all of record type "Outbound Call Opportunity." The file will contain the following ...
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17 views

How to prevent open tasks from being reassigned when opportunity owner is changed? [duplicate]

Salesforce transfers ownership of all open tasks on the opportunity currently if the opportunity owner is changed. How can I write my trigger to prevent this from happening?
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38 views

How to change the default value of OpportunityAcess in Account Team Member?

When I want to add a member, "Opportunity Access" is automatically filled like "Private". How can I change it and filled automatically like "Read Only"?
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1answer
54 views

Opp close date month should be greater than today month

I have a query "users want to restrict the Opportunity for everyone So that no one can mark as closed won until that Opportunity does not contain at least 1 Opportunity Product and the closed ...
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13 views

Display the opportunity conversion rate in a dashboard

Hello, I would like to create a dashboard which display the number of created opportunities this month divided by the number of closed opportunities on this month (the convertion rate for the current ...
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14 views

Cloning old opportunities after list price change

We changed the list price of a product, and we don't want to enable sales people to still use the old price. We don't allow changing the sales price (Profile permission) but this protects only ...
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10 views

Auto populate primary contact from related tab items in Opportunity to another object field [closed]

I have created a process builder to auto populate fields from opportunity to another object as soon the opportunity is a win. So a record is created as soon its a win and fills out required fields ...
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22 views

How to update associated planned date based upon the opportunity close date changed?

I have implemented a delivery delay for some of the opportunity line Item based upon the product family and opportunity close date. But now the business wants if a user changes the close date from 8-...
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25 views

Files and attachments non editable

recently I noticed some files attached to opportunities are non editable, and I mean some, because these files should be downloaded and then uploaded once again, after doing this is it has enabled all ...
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1answer
20 views

Partner User unable to view a record despite sharing it with him

I have set up a partner community where users with "Partner Community" license can create opportunities. The owner of the opportunity record changes over time and the record is made ...
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1answer
41 views

Opportunity Closed Lost Stage shows all open stages even not in my SalesProcess

THIS IS THE ISSUE: Q: Why are these stages showing? I only want "Gain Commitment" and "Lost-Closed". My Record in question's RecordType is set to "Lost-CLosed" "...
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1answer
48 views

SOQL To Get Opportunity, Account and Contact from one query to Opportunity Object

I'm wondering if it is possible to query the Opportunities object and return associated Account and Contact data. I so far have: SELECT Opportunity.Id, Opportunity.AccountId, Opportunity.Owner.Name, ...
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29 views

Customize “New Quote” button

I have created a new Javascript button on the Quote Object. Quote is a child object of Opportunity. From the Opportunity, the user will see "New Quote" and be able to create the quote. I ...
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1answer
27 views

How can I put another Object in the Opportunity validation rule?

I'm trying to allow only the Account's Owner and Account Team Members "001" to create opportunities. But I'm getting "The AccountTeamMember field does not exist". How can I solve ...
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43 views

How to Query Both Createddate or UpdateDate in Opportunity?

I want to get both created date of today's Opportunity as well as the last-modified date of today's Opportunity in SOQL? how to Query that? Thanks in Advance. SELECT Id,Name,Project_ID__c,RecordType....
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30 views

Test Class Error : FIELD_INTEGRITY_EXCEPTION, You cannot change the currency of an opportunity that has quotes related to it

I am trying to set opportunity SyncedQuoteId field with a quote id in a test class. The opportunity is only having one quote. But I am getting the following error only on an one sandbox. On other ...
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7 views

Discrepancy in values when record is open in Edit mode by one user and is saved by another user at the same time

TLDR : Two users operate on the same record by changing the owner between them. The fields are read-only on the layout for the user as the other works on it. But opening the record in edit mode and ...
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16 views

Lead conversion discrepancy

When converting a lead into an opportunity/contact, the following fields are not filled in the New opportunity, where this is information that is already available in the Lead details: Country, ...
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2answers
25 views

Validation Rule Opty Stage

Validation rule need to be triggered when Opty Stage is 'Closed Won', but the below rule is triggered when stage is new AND( OR( ISPICKVAL( StageName, "Closed Won")), ISBLANK( ...
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15 views

Make Opportunity field not required during lead conversion but required when field is blank on record update

Please help me on this urgently I have a field say "X__c" which is required on Opportunity Object only But during lead conversion since this field is not present in leads, it is preventing ...
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5 views

Reports and Dashboard by sales rep on following requirement

I have the following requirement to be done,in my analysis what i realised is this is the work of a summary report however I am facing the following issues 1)In my analysis as I understand this ...
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1answer
24 views

How to display autopopulate rest of the fields based on a lookup field selected

I Have a custom object called Withdrawal which is having a lookup to Opportunity object My requirement is to override the standard New creation button for the Withdrawal object and whenever someone ...
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1answer
116 views

Close Opportunity Flow Button Not Showing Up

I have a flow and an action button affiliated with it. The flow walks the user through editing a couple fields on Opportunity then closes the Opportunity with the right status. I've made an action ...
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1answer
31 views

Opportunity stages required Contact roles other than the first stage

I have a use case whenever I change the opportunity stage from Stage - 1 to any other stage Contact role should be mandatory to change the stage other wise it has to throw a error message how can I ...
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171 views

Lack of Opportunity Queue - What's the best workaround?

Salesforce does not have the functionality to assign and Opportunity to a queue. Looks like the feature has been requested and discussed a lot on Salesforce Ideas - https://trailblazer.salesforce.com/...
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1answer
17 views

Update Opportunity custom field based on OpenActivities (Tasks and Events)

I need to update a custom field (Next_Activity_Date__c) on Opportunity with next closest Date from Event or Task which is added to current Opportunity. Example: When a user has logged a Task/Event, ...
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2answers
44 views

Date Formatting issue in Apex?

I have date format something like this. I don't know how to format this and this value needs to used on a close date in Opportunities. Please help me to format this. I tried below but throwing errors ...
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1answer
24 views

Can I set up a way where users allowed to create Opportunities only from Contacts?

My initial idea was to hide - New - button from the Opportunities recent list, its already hidden on the Account page layout, but I'm starting to doubt that's the right way, what approach should I use?...
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34 views

What is the name of the page “Change Opportunity Owner”?

I'm not developper but need to find the name of the page which displays when we click on "Opportunity Owner" to change the owner of the opportunity (see image). How i can find it into ...

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