Questions tagged [opportunity]

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

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I want to write a validation rule for the following:

restrict to select "Device Returned (Device_Returned__c)" picklist values ("Yes", "Yes - Damaged"), When Stage (StageName) IS NOT ("Closed Won", "Closed ...
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-1 votes
1 answer
29 views

Trigger error- System.StringException: Starting position out of bounds:

There are some lead gen profiles in our salesforce which I want them to create opportunity for any appointment created and Stage to be selected as "MQL" which is newly introduced in our ...
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-2 votes
1 answer
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validation rule on opportunity when stages are 1 or 2, ZAS profile can edit particular fields on opportunity [closed]

I want to write a validation rule on opportunity so that when opportunity stage = 1 or opportunity stage =2 then ZAS profile can edit fields named as 'why buy', 'why buy now', 'minimum capabilities', '...
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1 answer
21 views

How to evaluate two picklist values against a separate picklist for validation rule?

I'm hoping someone on here will be able to help me troubleshoot a formula construction for a validation rule I'm trying to implement on our Opportunity object. Essentially I want the validation rule ...
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1 answer
47 views

How to display only primary contact of Opportunity

I just start to learn Salesforce and now I try to create VisualForce page that display info about primary contact. I tried to use {!Opportunity.OpportunityContactRoles.Contact.Name}, but that way I ...
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1 answer
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Validation rule and by pass validation rule for specific field and profile

I have a validation rule on Opportunity that will prevent user from update to Opportunity when Opportunity reach Closed Won. This will only allow some specific profile to update to Closed Won ...
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-1 votes
1 answer
21 views

Auto generate the ''To'' field when sending Email on Opportunity

On Opportunity --> Activity --> Email. Does someone know how to auto populate the fiel 'To' related to the Contact email? For now, I need to copy paste the email address, I am looking for an ...
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-1 votes
0 answers
15 views

Copy value from Opportunity field: "Amount" when the Amount changes to custom field

I have been asked to capture what the last (or prior) value was in the Opportunity "Amount" field when the Amount changes. I have tried IsChanged and PriorValue workflow rule, but both ...
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  • 15
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1 answer
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How to make an Object be in Read-only mode [duplicate]

I want my Opportunity object to go into Read-only mode, so that no one can edit old records and create new ones. I activated a validation rule with the formula "ISNEW()||NOT(ISNEW())". With ...
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0 answers
16 views

Opportunities report from campaign contacts at account level

Is it possible to bubble up contacts on a campaign to the account level and report opportunities closed at the said account(s) back to a campaign? Currently, I have campaigns to contact to opportunity ...
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Create report to include top 3 opportunity wins and losses

is it possible to create a report having both top 3 wins and losses for opportunities in a single report?
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1 answer
30 views

Workflow Rule Update to Weed Out Specific Users

We have a workflow rule in place to send an email alert to our Sales Leadership team when an Opportunity of certain record type is Closed Won. I need to modify this workflow rule to not send the alert ...
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1 vote
1 answer
18 views

Salesforce: Best approach to create opportunities via API without Salesforce Account ID

We have the following situation: We are planning to integrate our 3rd party Webshop with Salesforce. We are going to use a middleware. Each order from the webshop should create an opportunity in ...
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2 answers
56 views

Create Record quick action is not visible for non-admin users

I have a custom quick action using which users can create contract from opportunity record page. Now, the issue here is that, all the non-admin users are not able to access the quick action. But the ...
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0 answers
16 views

Opportunity Report to show only direct reportee pipeline

I am trying to build a report for Managers to show pipeline of their direct reportees only, but all the OOB filters under reports mentioned in the help docs are bringing all Opportunities based on ...
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  • 1,459
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Sync opportunity item custom fields when creating new quote

I know there are already some answers for this, and also some apps on appexchange, we currently use Custom Quote Sync (Unmanaged) which works "well" on quote sync -> opportunity. However, ...
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0 votes
1 answer
49 views

Modify the Fields on Related List

I would just like to ask on how we can add more fields to display on Related List on the right-side? I know that I can re-arrange them through Page Layout Editor, but my goal is to display 5-6 fields, ...
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  • 103
-1 votes
1 answer
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Trigger to fetch unrelated object record [duplicate]

How to update unrelated object feild when opportunity is created with related account which has same name email phone as in lead
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0 answers
108 views

Salesfoce REST API GET all opportunities by all owners

I have the following API request which returns opportunities. ...services/data/v54.0/query?q=SELECT FIELDS(ALL) FROM Opportunity LIMIT 20 My problem is that this call only seems to return ...
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66 views

Outbound Email Task not getting captured on leads

When we send an outbound email from Salesforce lightning record page, a task gets created and will be captured in activity history of that particular record. Now, when we send this email from Lead ...
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0 answers
14 views

Auto merge object field values while sending outbound emails

I have a requirement to track inbound emails under opportunity and other custom objects. I have achieved this using email services and here is the logic that I've achieved so far: global class ...
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0 votes
0 answers
76 views

Auto populate account owner after account name is chosen when creating new opportunity

I need to create a screen flow for creating a new opportunity, and I want when I choose the account name, the opportunity owner field to show the owner of the account, or if not showing to have only ...
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0 votes
1 answer
113 views

Validation Rule for Opportunity

I'm receiving an error for a validation rule. Any help would be great! Essentially I'm trying to create a validation on the opportunity record to say that If the stage= Closed Won or Sent Membership ...
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0 votes
1 answer
85 views

Issue with Inbound emails tracking in Salesforce

I have an email service which creates a task when an inbound email comes to salesforce. I have created this on opportunity and the logic is as follows: global class OppsEmailService implements ...
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0 votes
1 answer
38 views

Cannot update object in an AfterInsert Trigger due to an authorization exception

Following is the error that I'm receiving. CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY:zuoraSubscriptionTrigger: execution of AfterInsert caused by: System.DmlException: Update failed. First exception on ...
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0 votes
1 answer
74 views

Can't access field from opportunity contract lookup

In my trigger on Opportunity I am trying to access name field of contract on opportunities from newMap by opportunity.Contract.Name(There is a standard lookup Opportunity.ContractId). It returns null ...
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0 answers
105 views

Create task and change the opportunity stage when quote is updated to particular status via mail

A task needs to be created when quote status is changed to 'Sent' (status is not changed manually but via mail). Also when status is changed to 'Accepted' or 'Denied' opportunity stage should be ...
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0 answers
26 views

Create task when quote is updated to particular status via mail

A task needs to be created when quote status is changed to 'Sent' (status is not changed manually but via mail). Also when status is changed to 'Accepted' or 'Denied' opportunity stage should be ...
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0 votes
1 answer
34 views

Cannot add a contact related to account without Direct checkbox

I want to add a contact, related to an account, as the contact of an opportunity, but I can only select the related contacts that have the checkbox “Direct” active. This checkbox I cannot see, edit or ...
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0 votes
1 answer
92 views

Update Opportunity Stage when Quote Status is Changed [closed]

Is there a non code way to solve this? I need the the Opportunity status to be updated (closed won or closed lost) when the opportunity's quote' status is changed to accepted or denied? I tried with ...
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0 votes
1 answer
153 views

Having CloseDate of opportunity in future, CloseDate do not change to today when I close the opp

I am having this issue that when I close own the opp. the CloseDate do not change to today's date automatically but stays the same in future date. Like in the I do not know what is the issue here. ...
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  • 113
-1 votes
1 answer
124 views

Report with a Date Range?

Is it possible to create an opportunity report that reviews opportunities by a date range field (like January-February) instead of a singular date field (like "Created Date")?
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0 answers
24 views

How to best track opportunities by their products' "active" dates for a report?

Simply stated, my goal is to write an accrual report that lists all closed/won opportunities by each month (with each month including in an opportunity only if any of its products are active during ...
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4 votes
1 answer
67 views

DescribeFieldResult .IsCascadeDelete()/isRestrictedDelete() don't return the correct value for Opportunity.AccountId/Case.AccountId fields

In Case Object there is a "special" lookup field to Account, with the API Name AccountId and Label Account Id (btw in the UI we see Account Name as the field's label which is the name we ...
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-3 votes
2 answers
343 views

How do I write a trigger that only allows editing for certain fields when an Opportunity is Closed Won? [closed]

I have a list of a few fields that I want to be able to edit once an opportunity is Closed-Won. A validation rule will not work for this, as it would require listing every single field that I do NOT ...
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1 vote
1 answer
40 views

How to use jsforce to post to opportunity chatter

I am trying to use jsforce to post a message to the chatter section of a salesforce opportunity. I pieced the following together from watching how salesforce.com works, but it doesn't do what I want ...
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0 votes
0 answers
94 views

Salesforce CPQ Clone with Related not syncing Products

I have been stuck on this for a while. In my salesforce cpq, I can perfectly clone a quote using "clone with related" and sync it to a newly created opportunity and the quote comes over ...
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0 answers
120 views

Clone with related -- PricebookEntryId (pricebook entry is in a different pricebook than the one assigned to the opportunity): [PricebookEntryId]

I am getting this issue PricebookEntryId (pricebook entry is in a different pricebook than the one assigned to the opportunity): [PricebookEntryId] when ever I tried to clone an opportunity with ...
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-3 votes
1 answer
254 views

Test class trigger.NewMap trigger.oldMap on opportunity [duplicate]

I need to write a test class on my OpportunityTriggerHandler and I'm having some difficulties to define how to construct the logic & scenarios in my test to test and the data to build in my test ...
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0 answers
32 views

Import Donation without Contact and only Account Data using NPSP Data Import

I would like to insert Donations with only account data using NPSP data import. The use case here is that the donation is from an organization(Account) with no Contact involved in between. This means ...
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0 votes
0 answers
45 views

How to join all leads and opportunities?

Let me preface by stating that I don't have admin rights in our company SF, but our development team is completely swamped with other tasks so I was hoping someone on here could help me out. What I'm ...
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0 votes
1 answer
134 views

Opp Stage need to get approved when moved to "Closed-won"

I have a requirement where, the user shouldn't able to move the Opp to closed-won, unless its been approved. So basically , when trying to move to "Closed-won" , it should locked the record ...
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  • 158
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0 answers
133 views

User not able to delete an Opportunity Member from Opportunity Team in the related tab of an Opportunity

I have a custom field that links a user to the Opportunity and automatically adds that user to the Opportunity Team, with the role specified in the custom field. If the Opportunity Owner adds or ...
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0 votes
1 answer
22 views

mass delete names from opp

I have a custom field on an opportunity record called Team Member. If Team Member contains one of the names below, then I must delete the name. Is dataloader the best way to do this? or is there ...
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0 answers
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Creating a look up in aura component for lead and opportunity standard objects

I am new to Salesforce. I have followed this link varasi.com and managed to create lookup fields for Account and Contact standard objects. However not able to create lookups for opportunity and lead ...
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0 votes
1 answer
393 views

RecordType.Name not working in SOQL

When I run the query select id, RecordType.name from account , I am getting the records but when I run the similar below query, I am getting error. select id, RecordType.name from opportunity The ...
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1 vote
1 answer
158 views

Question related with Opportunities and accounts

I have been working with Salesforce for not more than 2 years, I still finding things that amaze me... but not is something that I've been struggling for a few hours now. Every new opportunity has ...
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0 votes
0 answers
48 views

41300070 Validation Rule is not working on Opportunity Contract Stage

The validation rule on the Opportunity Contract Stage stopped working. It gives an error message irrespective of the error formula we enter.It throws validation error even though all the conditions ...
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0 votes
3 answers
2k views

How can I identify if an opportunity was created from lead conversion?

I want to know if opportunity is created after lead conversion or not for the formula field. Is there any way where I can check if particular opportunity is created from lead conversion?
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-1 votes
1 answer
383 views

How do I add "Closed/Lost" as filter option for opportunity status?

Why is "Closed/Lost" not showing up as an option? In the report, I know that we have opportunities that are closed/lost.
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