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Questions tagged [opportunity]

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

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1answer
15 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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14 views

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
22 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
84 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
36 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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1answer
28 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
32 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
45 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
53 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
22 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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11 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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9 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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9 views

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
22 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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25 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
33 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
13 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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23 views

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
15 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
36 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
30 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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0answers
105 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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24 views

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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1answer
17 views

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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1answer
20 views

Account/ Opportunity sharing

Is there a way to add "Account Access" option under the "Opportunity Access" option (like it is shown in Account sharing) without creating a custom VF page and just by playing around with the sharing ...
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1answer
12 views

Can I create custom paths for lead or opportunity number/conversions according to lead source?

I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source. For example - I want to create a separate ...
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15 views

not updated all opportunities with OpportunityTerritory2AssignmentFilter after enabling ETM

I have enabled the ETM in production and created opportunity assignment class which is provided by salesforce. When i click on Run opportunity filter button on territory model hierarchy,few records ...
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21 views

Onclick javascript - How to pass count of records from webservice method to JS button

I am writing logic on new Quote button Opportunity , where the new quote button should display error based on related list available or not. related list is an other object which has OppId associated ...
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52 views

Restricting picklist values on Opportunity, when field is a formula text

I have a situation not sure how to solve. Trying to make a pick list field with 4 choices for all users except Administrator and 2 specific users. There will be 15 other choices for Administrator ...
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1answer
19 views

Salesforce - Log a call/create a task under an Opportunity via API call

Whenever I open up an Opportunity, under the Activity tab there are 3 things which I can do Log a Call New Task New Event Is there any API documentation to do so via an API call? I've searched high ...
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1answer
87 views

Why can't I query Opportunity.ContactId's related fields?

When I run the following SOQL query: SELECT Id, ContactId, Contact.LastName FROM Opportunity I get the following error on the Contact.LastName field: System.QueryException: Didn't understand ...
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1answer
100 views

Opportunity close date is not being set to today when closed while close date is in the future

We are implementing an override of the close date functionality. By default, opportunities that are closed and have a close date set to the future get their close date set to today. We want this to ...
2
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1answer
38 views

Only display certain fields based on Opportunity Stage?

We have a use case where we wanted to display certain fields based on the Opportunity stage. As the opportunity progresses through its lifecycle, more and more fields will be required. Has anyone ...
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1answer
26 views

How Can I keep a Task from changing assignee when its parent opportunity changes owner?

Our BDRs have a workflow where they create a task on an opportunity and search from a spreadsheet an AE with whom to set up a meeting with the customer. We want to remove the need for a spreadsheet ...
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2answers
58 views

how to create a trigger that will run when any opportunity line item is added or deleted from the opportunity? [closed]

I am new to apex programming and trying to learn it these days. I want to create a trigger that will run every time an OLI is added or removed from the opportunity. Which standard object is ...
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2answers
22 views

Not equal to comparison operator does not work

I have a list of opportunities that I fetched via SOQL query. I am trying to check if any of the fetched opportunities is 'Closed Lost' or 'Closed - Lost'or 'Completed' or 'Closed Won'. If not, then I ...
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25 views

I´m not able to set Closed Won and Opp

Today, I had a message error... and actually everything is ok in our org. In my case, the opp had been approved for somebody that is no longer in the company.. but all the steps before take as ...
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3answers
138 views

How to allow OpportunityLineItem delete but not Opportunity delete

How can I stop users from deleting Opportunity's but allow them to delete OpportunityLineItems? Because OpportunityLineItem is a child record of Opportunity it is not possible to control it's object ...
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1answer
33 views

Get list of contacts associated with an opportunity

I created a ruby on rails service that emails a list of contacts when an opportunity is closed. To do this, I am trying to get all contacts associated with the Opportunity that was just closed. ...
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0answers
34 views

Selecting the Opportunity Price Book

I'm still fairly new to Salesforce Apex and trying to figure out how to select a price book from the opportunity. The reason being I have a trigger which adds in a product when the opportunity is ...
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0answers
14 views

Is it possible to create a report with Stages on columns with dates they moved into that stage below?

I'd like to create an opportunity report, which shows the stages across the top (columns) and beneath those, the dates for which the oppy entered that stage. Here's a rough mockup: Oppy Name ...
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0answers
35 views

Custom translation for Type in Stage Opportunity

Is that possible to translate this type of stage Open and closed
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3answers
45 views

IF Formula on Opportunity Date

I'm sure this is ridiculously simple. I'm trying to put Opportunities into groups based on Age This is the formula I've written IF(Opportunity_Age__c < 100, "Short Term", IF( OR( ...
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0answers
28 views

after adding product to opportunity line item, the product do not display until and unless refresh the page

I have Embedded the Visualforce page on the Add Product button in lightning experience. when I am adding the product to opportunity, after adding I need to manually refresh the page again to appear ...
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0answers
43 views

How to populate value when trying to create record from quick create

I have a custom object (XYZ__c) lookup on Opportunity. When I am creating an Opportunity, I can create a new XYZ__c record from quick create on the Opportunity page layout. There is an Account lookup ...
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2answers
32 views

Trigger Update Opportunity

I have a very simple trigger which is working fine in the sandbox but it doesn't work in the production. If someone change the owner of the opportunity or add a new opportunity the customfield ...
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1answer
315 views

Bulk API Error: UNABLE_TO_LOCK_ROW:unable to obtain exclusive access to this record or 124 records

During the process of loading 90,000 opportunities into Salesforce using the Bulk API, I get this error: UNABLE_TO_LOCK_ROW:unable to obtain exclusive access to this record or 124 records... After ...
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1answer
20 views

Copy opportunity information to custom object using a button [closed]

I'm trying to create a new custom object when an opportunity is closed won. For that I chose to use a button in the opportunity's page layout to create a new custom record. I want to fill ...
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0answers
19 views

Print the Opportunity Stage as a field on Product object

My sales team wants to see the current Opportunity Stage as a top-area field in the Product object (not a related list and not a lookup field) but a 'live' pull from the Opportunity object. We use ...
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25 views

link between oppurtunity product and invoice line item

The opportunity we had originally sold two instances of the same product. These instance numbers are show on the Opportunity product level, one as a dynamic link and one as text under the ‘Additional ...