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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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12 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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25 views

Create Custom Field on Account Level with last won Opportunity ID [on hold]

I need help to solve this challenge. I wanna create a Custom Field on Account Level which shows the last won Opportunity ID. I need this Field to link a submitted Case with this Opportunity ...
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21 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
43 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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9 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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33 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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1answer
25 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
182 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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18 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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24 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 ...
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34 views

“Apex trigger SBQQ.OpportunityAfter caused an unexpected exception message when on a opportunity and click on ”Contracted" checkbox

I got this in my email Error type: SBQQ.ContractService.ContractServiceException Reason for error: A primary quote is not specified for this opportunity. Please make sure you have the primary ...
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47 views

Before Insert, Before Update Trigger

I have a trigger that runs on before insert and before update using trigger.new. I am sending data in batches, so the tirgger.new holds multiple records, some inserts, some updates. I also have some ...
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34 views

Opportunity Trigger with Upsert

I have an opportunity trigger that runs before insert and before update. It has a recursive check on the before update and a separate one on the before insert so that each only run once. I am pushing ...
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1answer
42 views

Deactivate forecast category value in Opportunity

Salesforce throws error when deactivating a forecast category. I need to deactivate 'Commit' forecast category. Please refer below stage and forecast category mapping. I have mapped 'Commit' to '...
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1answer
28 views

Creating a Pie Chart In an Opportunity

We'd like to build a pie chart that can be displayed on the Opportunity Page Layout that calculates the following: Custom Field 1 + Custom Field 2 + Custom Field 3 = Amount I imagine we would start ...
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17 views

How to report on serialized data in a custom field on Opportunities?

I added a custom field (Long text )to Opportunities called 'Month_Breakdown'. It carries data like: 'Jan=10000&Feb=50000&Jun=20000&Dec=89000'. I would like to have a report that shows ...
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20 views

How to edit the UI of the Opportunity stages?

An opportunity record can go from 'Out for signature' to 'Closed' Or to 'Starting at Risk' on the Opportunity detail page. The UI does not do a good job in showing that so I would ideally like to show ...
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1answer
27 views

How to make Action Button appear for certain opportunity stages?

I have a custom button called 'Revenue Forecast' in the 'Salesforce Mobile and Lightning Experience Actions' in my Opportunity layout. How do I make this button appear/diaasppear only in certain ...
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1answer
36 views

How to get all account IDs with only one opportunity which is in 'New Opportunity' stage using SOQL query?

I attempted using this query, however this gets all accounts that have one related opportunity in the 'New Opportunity' stage, but the account may have more related opportunities in any other stage. ...
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1answer
47 views

How to associate a Individual email result record to Opportunity in Salesforce?

I have a journey in Marketing Cloud which runs on the Opportunity records in Salesforce. Whenever an email is sent out of the journey record an "Individual Email Result" record (email tracking record) ...
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0answers
20 views

Calculating Variance by Month and Year

I am trying to create a report to show the variance % between 2019 and 2018, on a month level. I.e., Jan'18 Amount v. Jan'19 Amount and so forth. I tried creating 2 custom formula fields that would ...
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0answers
65 views

Test class error: System.NullPointerException: Argument cannot be null

Please help me on fixing this error in my test class @isTest private class ItemizedReceiptTest { static testMethod void testMethodPostive(){ Product2 prod = new Product2( Name ...
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1answer
378 views

Salesforce opportunity stages

Is that possible to get the stage name, probability and forecast category using SOQL/Apex/APIs ? and I could not find that you can pull that data.
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1answer
20 views

Tagging Object Fields for Selection in a Trigger

I have ~25 checkboxes fields on my Opportunity object that I'm using in a trigger. If one of these fields is updated, I need to trigger an update on a corresponding field in a custom object that ...
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1answer
26 views

I am getting an issue in opportunity for stage where I put trigger

I got this message. " You encountered some errors when trying to save this record There's a problem saving this record. You might not have permission to edit it, or it might have been deleted or ...
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1answer
34 views

Updating 600 rows of opportunity gives error time limit exceeded [duplicate]

I have the following apex file to update about 600 opportunity records that have status1 as Active and status2 as Inactive. status2 is a formula, status1 is a text field. Running this via Execute ...
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1answer
15 views

How to get the Email field in a SOQL query mapped from a custom Opportunity field?

I have custom field in the Opportunity object that is a Lookup and maps the Opportunity object to the User object. I'm trying to write a query that retrieves fields from the Opportunity, and also ...
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1answer
32 views

Fields not addable to related list

I have Item object to which Opportunity Product object has look up. What I wanted is to add related list to Item with all of Opp Products, but I can't add columns for the fields Account or Opportunity,...
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1answer
35 views

What would cause a standard object to load slowly?

I'm working in a sandbox(salesforce classic layout) where opening an Opportunity record would sometimes hit the time limit(2 minutes). I'm trying to figure out why that's happening. I've never seen ...
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1answer
15 views

OpportunityFieldHistory EditedBy or ModifiedBy attribute

I have a question on the OpportunityFieldHistory tracking. Per the following, the "Edited By" field is available. OpportunityFieldHistory Report https://help.salesforce.com/articleView?id=...
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1answer
52 views

Lock all opportunities Based on User

I created a checkbox field on User Table named Can Unlock. I have a requirement based on this field I have to lock all opportunities for any particular user. can some help?
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2answers
34 views

How to prevent manually changes of Status field for Cases and Opportunities?

The Status field of Case and Opportunity objects cannot be read only for any profile. How could I prevent the manual changes only? I've tried with a validation rule that allows a free choice when ...
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27 views

Select Opportunity Product Instead re create them

I have a dynamic picklist (SelectOption) of PricebookEntry Which I build with a SOQL after selecting a product. after selecting few PricebookEntries - I need to create a new Opportunity and insert ...
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14 views

Unable to view the complete PDF document in salesforce classic Preview and Lightning Quick View

We have PDF document attached in the Opportunity notes and attachment section in salesforce. When we click on Preview in salesforce classic it wont show us Page 5 and 6 of the PDF. Similarly, In ...
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1answer
31 views

Apex to update custom field on Opportunity has unexpected token

Please indicate a relevant post if this is a duplicated question. I am new to Salesforce and using Apex. I am trying a simple task of updating a custom field on an Opportunity. Here is my code: //...
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33 views

Using DLRS to roll up to the Contact from an Opportunity

I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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2answers
154 views

System.FinalException: SObject row does not allow errors

Can someone point me in the direction of not getting the error OpportunityTrigger: execution of AfterUpdate caused by: System.FinalException: SObject row does not allow errors: Trigger....
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0answers
10 views

Opportunity progression bar

How to make Opportunity progression bar red in color when Opportunity gets closed. I tried through Path Settings. But there is no option for the same. Please help me.
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1answer
19 views

How do I set up a workflow rule that emails a user one week after the opportunity is created?

Basically I want it so that 7 days after an opportunity is created, it sends an email to someone (This will not be the opportunity owner but a specified email) that reminds them it has been created. ...
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1answer
100 views

Sum of opportunity amount on account records [duplicate]

I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
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1answer
18 views

How to store only product type/range on Opportunity when specific product choice unknown?

Because it's not possible to change a product once added to an opportunity, what's the standard way to store product family, qty, specifications, etc. while customer decides on the specific product? ...
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1answer
103 views

How to customise columns in Add Products popup

Question 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? What I'...
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1answer
29 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
29 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
49 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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0answers
19 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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0answers
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
30 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
94 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 ...