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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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2 views

How to customise columns in Add Products popup

How do I customise the columns that appear in the Add Products popup which appears if you click the Add Products button on the Products related list on the Opportunities record page. All the ...
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6 views

Manual Sharing/Opportunity team exposes other related data

We have two separate teams(A,B) which are not supposed to view each other's data. Specially account details, activities, contacts and opportunities. But sometimes user A1 has to share opportunity ...
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1answer
15 views

How to associate a contact with an opportunity using Restforce or REST API?

I tried submitting a ContactId with the Opportunity, but received ERROR: INVALID_FIELD: No such column 'ContactId' on sobject of type Opportunity Is there any documentation?
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1answer
17 views

How to Add Pardot Opportunity records in Pardot lists?

I have opportunity records in Pardot and want to add them in a Pardot list. How can I achieve it, so that the list can be used in the engagement studio? Also, is it possible to I search the SF ...
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13 views

How to create an opportunity pipeline report with multiple different metrics?

We need to create a pipeline reporting in Salesforce that shows the number of opportunities by rep in these states: New Pipeline: New opportunity records as of specified date Total Pipeline: Total ...
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22 views

Validation Rule to “Lock Up” UTM Fields on Opportunity when the Opportunity is created [duplicate]

I am trying to lock the UTM fields on an opportunity when it is created. I would the field to not be able to be edited by anyone (including Marketo Sync User) other than a system admin after the ...
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1answer
19 views

Opportunity Standard Object missing from Object Manager. How is that possible?

I am supporting a charity in making their system more effective (NPSP) and in Object Manager Opportunity is not visible at all. Has anyone seen anything similar? How can I fix it? I want to use ...
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2answers
32 views

Multiple Checkboxes in Formula Field

I'm sorry if the title is completely butchering what I'm looking for, please let me know if should be updated. Here's what I'm struggling with: I have 11 checkboxes on an opp layout. I need the ...
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1answer
27 views

pricebook lookup field is not autopopulating

I have a opportunity object and a pricebook lookup field on that object. I have a create order button on opportunity object when I clicked the button the detail page should be open and pricbook lookup ...
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1answer
14 views

How does a campaign member create date affect the opportunities associated?

We're in the process of associating contacts with old campaigns but I'm unsure of this scenario: Campaign is created in January 2018 Contact X is added to that campaign as a campaign member in ...
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1answer
22 views

Opportunity team access

I have given opportunity team member just read permission but he is also able to edit the fields. What might be the reason? The user is not in accounts team or with any special access as well.
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1answer
17 views

Update of quantity is modifying Sales Price but not Total Price

Can anyone help me out in understanding the below functionality. When i am trying to change Quantity on OopportunityLineItem, SalesPrice is getting change but not the Total Price. For Ex - Sales ...
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1answer
28 views

Creating Opportunity and Opportunity Contact Role from Contact in LEX

In Salesforce Classic, you can create a new opportunity using a URL like the below: /006/e?ent=Opportunity&conid={!Contact.Id} This works great, creates the opportunity, and creates an ...
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1answer
40 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
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1answer
20 views

What object is most appropriate for an approval process requested by a customer? [closed]

Assuming there is a customer request that requires approval from the organization, what object between opportunity and case makes the most sense in general or in the following scenario? Customer: ...
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1answer
37 views

Creating one invoice for two different opportunites

Is there a way to create one invoice for two different opportunities. The issue is having one opportunity that is a renewal and the other being new business. At the moment we have them both under one ...
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1answer
17 views

How to get all opportunities owned by a salesforce account using their rest api?

I see there are ways to create, delete, read individual opportunities here: https://developer.salesforce.com/docs/api-explorer/sobject/Opportunity How to get all opportunities owned by a salesforce ...
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1answer
32 views

Having trouble retrieving a checkbox value with SOAP API in c#

This is the first issue I have ran into retrieving data from Salesforce using the SOAP AP. So I have introduced a custom field which is a checkbox, (lets call it Checked) and I have added it to the ...
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1answer
77 views

Primary Contact Role into custom Lookup Field on Opportunity

I need to bring the primary contact role in the opp page. I created a flow https://success.salesforce.com/answers?id=9063A000000e4QeQAI from this link but the process builder is not working. I have ...
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2answers
28 views

Contact information on Opportunity record

I'm building an integration between Salesforce and a proposal creator tool. Most of my users use the integration from opportunity object. I'm using the integration to pull opportunity data in the ...
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0answers
19 views

OpportunityTerritory2AssignmentFilter with more than 1000 qualified Opportunity record

As per the Salesforce documentation, the OpportunityTerritory2AssignmentFilter class will take up to 1000 qualified Opportunity record to process. But what will happen if the number of qualified ...
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1answer
16 views

How to generate a monthly revenue breakdown using start end dates on Opportunity object?

The Opportunity object has project start and end dates along with total revenue. Need a way so that user can see a month by month breakdown with revenue divided over each month. For example if start ...
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1answer
41 views

Field is not writable for opportunity team member Name

Getting an error like An Apex error occurred: System.SObjectException: Field is not writeable: OpportunityTeamMember.UserId public class BD_UPDATEOppTeam { @InvocableMethod public static ...
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33 views

How to track stage of the opportunity record is not Closed-Lost (unless the stage was automatically set to Closed-Lost within the past 90 days

I am working on one requirement and I got stuck at one place. I hope someone will help me to resolve my problem and guide me in proper directions. My use case is as follows: SCENARIO 1: Close ...
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1answer
44 views

Closed Won status is not available is opportunity

I am not able to see the Closed Won in the list of Stage in opportunity. Closed Won is active field. Where should I look for the solution to this stage?
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14 views

Report filter for the child object and sub child object

Opportunity object have the child object Quotation and sub child Quotation Line Item. Opportunity also have one more child object Delivery. Here Delivery doesn't have any relation with Quotation or ...
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40 views

Problem with trigger to give read write access to opportunity team membe

I am adding a opportunity team member through the following apex code. private static OpportunityTeamMember createTeamMember(String oppId, String ownerId, boolean bCreateAdv){ ...
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3answers
55 views

How do I stop this trigger from running more than once?

I'm still fairly new to Apex. Currently in our org we have a class called CommitmentProcess and a trigger called CommitmentTrigger. We use this to clone Opportunities that are up for renewal. So for ...
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1answer
97 views

How do I check the RecordType of an Opportunity?

We have a trigger in our org that will clone Opportunities if they meet certain criteria. Due to recent changes in our business though we now have to account for certain record types (i.e we only want ...
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1answer
27 views

Opportunity and Account Relationships

We know that deleting the Account deletes the related opportunities(considering Master details relationships). However, if I delete an opportunity related to Account, will it cause the update of its ...
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2answers
45 views

Require Contact Role on all newly created Opportunities

I'm trying to come up with a way to require every new Opportunity to have a Contact Role associated with it upon creation. The issue I'm running into is the stupid "Recently Viewed" Opportunity List ...
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0answers
17 views

Does it possible to have two snapshot on one target object?

I have a snapshot related to Opportunity records with a target custom object filtering with stage field values as 'Qualified' 'Finals' 'Won-Not Funded' snapshot runs on weekly basis. Now i am planning ...
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0answers
9 views

How to run a report listing opps on all accounts with a close date after a logged call from specified users?

I'm arranging introductory meetings with prospects that my organisation's account managers are not currently familiar with. This is to either increase business within existing accounts or engage new ...
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2answers
47 views

Default picklist value for opportunity

After winter 19 release, default picklist value is changed from --NONE-- option to next first picklist value. I would like to reset it to --NONE-- value. can you please let me know that workaround. ...
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20 views

Custom Report not displaying records

My custom object Quotation have lookup with Opportunity. Another custom object Quotation Line Item have lookup with Opportunity. Now i created record on Opportunity, under this Opportunity Quotation ...
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2answers
40 views

How to Make: “Notes & Attachments” *Required*?

On an Opportunity, is there a way to make "Notes & Attachments" Required? If so, please explain how as if I were a 11 year old ^_^
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1answer
31 views

Show Modal prior to stage change

Looking to validate a proof of concept here. Prior to a user changing the stage of an opp/lead for instance, I want a modal to pop up with a "Please verify X fields before submitting". Rather than a ...
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1answer
25 views

Create custom action for custom button

hy! I have created new custom button named as "Readmit" on detail page of opportunity in lightning view.i want to make this functional, such as that when a user click on this button,a new opportunity ...
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1answer
161 views

SOQL - Select only contacts that have related Opportunities

I have the following SOQL: SELECT Id, Name, (SELECT Id, Name FROM Opportunities) FROM Contact WHERE Email = 'test@test.com' I want to restrict this to return only those contacts for which the ...
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1answer
46 views

Cannot loop through Opportunity Contact Roles' for loop?

I have the below implementation: Map<Id, Contact> contIdsMap = new Map<Id, Contact>(conts); Map<Id, Opportunity> relatedOppMap = new Map<Id, Opportunity>([Select Id, Name ...
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1answer
253 views

Error: Can't change quote owner. Enable quotes without parent opportunities

I am desperately looking for some answers to this considering Salesforce Support is non-responsive at the moment and this is time-sensitive. We are currently launching/transferring a majority of our ...
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0answers
84 views

If you assign a territory to an Opportunity manually, why does the parent of that territory get access, instead of the territory it self?

Let's assume the following scenario: I have a sales organization with multiple regions. Every region is represented in a territory using Territory Management. The accounts are assigned to those ...
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1answer
46 views

RecordType.Name Visibility

I am going slightly crazy over here. I want to pull the RecordType.Name off of the Opportunity and write some logic depending on what the name is. public void onlineCalculatorShortenedLink(Map<Id,...
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71 views

Update most recent (newest) Opportunity with Created Date to Stage ' Closed Won'

I am working on a requirement which goes like something bleow: We have Accounts and Opportunities. Opportunities has a record type as Surgery. If the account has more then one suregery opportunity, ...
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1answer
44 views

DocuSign for Salesforce Automatic Reminders

I have "send with docuSign" button on opportunity and need to send opportunity details as PDF with docuSign. Also we have send reminder based on one date field on opportunity. So suppose if i sent ...
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1answer
40 views

Opportunity ,contact and contracts or Quote [closed]

We need to send contract to our customer on some condition, but also we need to resend the same contract again or new version of the contract to the same customer(with new dates) if user is not ...
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1answer
168 views

Access Opportunity Fields during Task Creation

Is it somehow possible to implement a process based on TASK creation, that accesses information on a related opportunity (if present)? More precisely, I want to update a field on the task, if the ...
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0answers
92 views

Cloning an Opportunity with related products triggered by a button (Lightning)

Following a guide https://automationchampion.com/tag/clone-opportunity-with-opportunity-products/ I've created a flow that would clone an Opportunity with related products. However instead of ...
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0answers
39 views

Opportunity Currency field editable for single user

I want to display Opportunity Currency field only for single user in my org. So that the user can modify currency. I know it is possible by creating different profile with page layout. Any other ...
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1answer
37 views

Passing data from Contact to Opportunity

When a user in SFDC goes to a contact and creates a new opportunity we want to carry over some of the data from the Contact into that opp. We typically do this with a custom button to pass URL ...