Questions tagged [opportunity]

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

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1answer
34 views

Hitting Standard Duplicate Rule

I'm playing with a trigger exercise, that consists of creating a trigger to create 10 Opportunities whenever a account with more than 100 employees are created. I made the following: trigger ...
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2answers
56 views

Test is failing while creating package, but passes in all other cases

To preface, I already checked this answer and unfortunately the bug was to do with CumulusCI which I am not using. I have run into an obscure bug in SFDX Package Creation where a particular test is ...
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21 views

Doubts regarding validations of Campaign status and Opportunities stages

I have the following subsection of a validation on Campaigns: AND(ISPICKVAL(Status , "In Progress"), NOT(TEXT(PRIORVALUE(Status)) = "In Progress"), NOT(TEXT(PRIORVALUE(...
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1answer
30 views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
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18 views

How to give all Sales Reps read-only on all New Opportunities, but restrict them from changing Opp Owner

Sales Rep Users need the ability to see (Read only) all New Opportunities no matter what territory they are in, no matter who is the Owner. We set this up successfully by creating a Sharing rule where ...
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1answer
19 views

How can I bypass Validation Rule for incoming APIs? Can $User.UIThemeDisplayed do the job?

I have the following formula in my Validation Rule on Opportunity. The rule should only apply to Lightning and Classic users, but not to incoming APIs. I thought this would allow APIs by without ...
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1answer
30 views

Variable does not exist error - SOQL for loop

What could be the problem in below code. I am getting the error "Variable does not exist : Account" List<Opportunity> opp = [Select o.Id, o.AccountId, o.Account.Description from ...
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1answer
36 views

Working with Maps

I am passing a list of opportunities (opplist) to a method. For each opportuntiy, I have to check the description field of its related account. And based on that field, I will add the respective list ...
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3answers
26 views

Error : Illegal assignment from Schema.SObjectField to Id

I have create lookup relationship between lead(parent)& case(child) and opportunity(parent)& case(child).When converting the lead, I would like to update the lead case field to the opportunity ...
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24 views

Is it possible to map lead case to a opportunity case?

I create a lookup relationship between Lead(Parent) and Case(Child) Object .When I convert the lead,the lead case field will be updated into opportunity case field. Can anyone explain how to do this ...
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18 views

Make Opportunity SOQL subquery of Contacts return all opportunities in the contact's related list, not just primary ones?

I have Contacts who are associated with multiple Opportunities via multiple OpportunityContactRoles. Some of those OpportunityContactRoles have IsPrimary = true; others don't. In the Lightning UI, in ...
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40 views

Opportunity is not updated on contact detail page

I have a custom lookup on opportunity (Contact_Lookup__c) and a custom Field in contact(Total_no_of_Opportunities__c) and when opp is created, updated or delete the count will updated(...
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21 views

Query Salesforce fields and their type by API

I've just started to use the rest Salesforce API to query Opportunity data. I'm trying via the API to get the Opportunity fields as well as their type. For now, I've been using an API call on a random ...
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64 views

i'm trying to update the Account in opportunity for account field null can anyone help me on this

i need to update the opportunity account field for account field null values. trigger AccountCreationFromOpportunity on Opportunity (before update) { for(Opportunity o :trigger.old){ ...
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1answer
43 views

forecasts salesforce

I survey my salesforce instance and i see ForecastCategoryName has removed. I have found https://trailhead.salesforce.com/en/content/learn/modules/collaborative_forecasts_setup/...
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1answer
16 views

How can i assign specific record type to opportunity while converting lead via database.LeadConvert

I have a trigger on events which on receiving data creates leads and then converts it to Opportunity. The problem is the record type is assigned to specific profile level default for the user that is ...
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11 views

Create a report to show the percentage of contacts moving from stages X to Z of an opportunity per month

Attached are the screenshots of my report I am trying to show the percentage of contacts moving from stages X to Z of an opportunitiy per month but I am unable to achieve so far. Any leads are ...
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27 views

Bypass Required Field Missing error when Bulk Updating Opportunity Stage Name to Closed Lost

When bulk updating old Opportunities to 'Closed Lost' via Data Loader, some records failed to update with following error - Required fields are missing: [Custom_PickListField__c] How can i bypass ...
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1answer
29 views

Querying Opportunity Field History for a custop lookup fields gives 2 record back for a single change in the field

I am trying to query Opportunity Field History to get the results for a custom lookup field that has history tracking. I am getting 2 records back for 1 single change, one of the record has oldvalue ...
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1answer
71 views

Apply multiple sharing set on one object same profile

My goal is to give partner users access to records based on two field on the same object. I use Sharing sets (From setup->communities settings->sharing sets) On opportunity, I have two custom ...
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1answer
17 views

Error: Method does not exist or incorrect signature: void getInstance() In trigger;

I'm with a requirement to populate two fields in Oppty, with the value of one field on Lead, only after the Lead conversion. One of those fields is already mapped through the native conversion of Lead,...
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8 views

How does OpportunityPartner gets created?

To some opportunites, opportunitypartner is getting created and for some it is not getting created. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunitypartner....
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27 views

Illegal assignment from List to Account

I'm trying to create a query that returns the Account's Id, Name, BillingState and Phone from an Opportunity however when I do so, I get either: Illegal assignment from List to Account Or Illegal ...
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8 views

EmailMessaging wont display the merge fields during the batchprocess

We have created a batchclass to send pending opportunity approval remainder email for the approvers as the flow we are sending email and referred a email template ID in which I have used merge fields ...
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19 views

One OpportunityLineItemSchedule object appears in report twice

I need to build a report that shows Opportunities that have a specific Product Family and Scheduled last month. The problem with that is that one Schedule appears twice in the report and it breaks the ...
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1answer
36 views

Test Class Coverage On Field Set By Trigger

I have a trigger that is effectively checking a custom list to match the Close Date with the Start/End dates for weeks so a custom field is populated with the text of the Start and End dates. Trigger:...
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1answer
42 views

How to Prevent addition of product to opportunity in before insert trigger

The scenario is, there is a checkbox type field on Opportunity object called "Change_in_product_price__c". when this field value is 'TRUE' and When the user tries to add another OpportunityLineItem to ...
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1answer
59 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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0answers
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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1answer
33 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
27 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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16 views

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
269 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
118 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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16 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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0answers
15 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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31 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
19 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
50 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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41 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
31 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
21 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
17 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
57 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
183 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 = new ...
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1answer
38 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
51 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
89 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
48 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
38 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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