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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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I want to give access to user to add or edit opportunity contact role but not edit opportunity standard fields.How to achieve this?

User has edit access on case. From case record if user navigates to opp through the opp lookup field in case he must not be able to edit opp standard fields but ... add or edit the opp contact roles ...
user2828669's user avatar
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Checking if picklist value is blank to start a flow

I'm trying to create a flow that will look to see if a picklist value field is blank. If it isn't blank then it should not update the field but if the field is blank then it is ok to the write the ...
SFPatti10's user avatar
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Validation Rule firing for Unknown Reason

Here is my rule - it fires when I try to move to > 75% probability on an Opportunity NOT owned by me. It does NOT fire in my sandbox. AND( Owner.Id = LastModifiedBy.Id , ISCHANGED(Probability), ...
jaw999's user avatar
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Opportunity Multi-Line Custom Filter Without Custom Code

The business would like either a toggle that can filter opportunity products, instead of using the quick filters. Or a button that uses predefined filters. As much as we are pushing back because this ...
disasterlooms's user avatar
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How to record upcoming supply

I am relatively new to the Salesforce world. I currently have an issue on my plate that I would like to ask you for help with. I have an opportunity that should cover several things: Manufacturing: A ...
Windowsfan's user avatar
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1 answer
44 views

Discrepancy when using Opportunity Splits for Forecasting Expected Revenue

Requirement: We want to do Sales Forecasting based on the Expected Revenue field on Opportunity (i.e. Probability x Amount). Based on this StackExchange post, it looks like we have to enable ...
JustinF's user avatar
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1 vote
1 answer
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Create Task based on Opportunity Field Update

We're looking for a way to automate follow up tasks for sales as a part of their productivity goals. I created a new field called "Follow Up Date" on the oppty. When this field is populated ...
EV201013's user avatar
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1 answer
45 views

Why is my WhoID not pre-populated when creating a task for opportunity

I have a custom field on opportunity SalesContact__c which I want to use to pre-populate the WhoId field on task. It does not get pre-populated but after insert the field is filled. Why does it not ...
Thomas's user avatar
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RecordType failed to deploy due to duplicate value found: <unknown>

everyone! So, I was trying to deploy a new Opportunity Record Type from one Dev sandbox to another (Dev > UAT) using both Change-set and DevOps Center, but I keep receiving the following error with ...
Mauricio Alsina's user avatar
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38 views

OpportunityFieldHistory haven't registered lookup change

Last week i got some updates on opportunities on custom field Project__c but i don't know what has triggered the field update. From filled value it was settled into null value and when i do a soql ...
GurdeepSingh29's user avatar
1 vote
1 answer
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What is the best practice on deciding to looping a closed opportunity as new opportunity?

Management is planning to extend the whole opportunity stage to monitoring as to when a customer stopped engaging to our product. The pipelines starts with new customers coming in as interested then ...
yu wun's user avatar
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How do I know which users have edit access for Closed Won Opportunities

Sharing Settings, Permission Sets and Validation Rules? Is there a query I can run to research this?
DigitalCS's user avatar
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1 answer
43 views

Opportunity stage closed with 2 depending picklists - only one shows up

I would like to specify the closed reason for opportunitys (either won or lost). Therefore I created a depending picklist "close reason" for the closed stage. Now I want another picklist ...
Alex M.'s user avatar
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29 views

How can i open access to Opportunity Activities?

User 1 is the owner of an opportunity and he has activities. User 2 is same in the hierarchy comparing to the first user but he cannot see the first user's opportunity activities on digital ...
Irv's user avatar
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Create Opportunity & related OpportunityHistory Test Data

I've written a batch job which queries a bunch of Opportunity records and their related OpportunityHistory records to capture data from the history records on the Opportunity. This is working as ...
VaroutSP's user avatar
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Opportunity Sharing Rules - Criteria-Based - Field Amount Not Available

I'm trying to create a sharing rule on Opportunity, criteria-base, and I want to add the field Amount to this rule. Field Amount is not available and I'd like to know why. Thank you all.
Flávio da Silva Ferreira's user avatar
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Reports on opportunities historical value

I am working for a customer that has very specific requirements regarding reports and dashboard and would love to know how you would tackle the following : The customer requires a column graph (...
Kim-Lân Nguyen's user avatar
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contact support: 899783842-5044 (859856306) [duplicate]

opportunity update code was working fine, suddenly started getting error "UNKNOWN_EXCEPTION: An unexpected error occurred. Please include this ErrorId if you contact support: 899783842-5044 (...
nOmi's user avatar
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Data insertion failed with salesforce inspector

I don't understand why I get this error INVALID_CROSS_REFERENCE_KEY: Record Type ID: this ID value isn't valid for the user: 0121t0000001qxAAAQ [RecordTypeId] I want to insert field numbers in a '...
Alain's user avatar
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-1 votes
1 answer
31 views

How does the Remove All Members from Opportunity Team works?

I want to know how the Salesforce standard functionality of removing all the team members from an opportunity record works? I want to implement the same action on a custom object. Is it a button, link ...
Goat123's user avatar
-1 votes
1 answer
28 views

create an opportunity with a related campaign using the campaign name

I've loaded opportunity data using the data loader, but I'd like to load new records directly from the REST API. When I load the data from the data loader application step 2b allows me to select ...
jjamesjohnson's user avatar
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How to convert an OpportunityChangeEvent to an Opportunity object?

I am writing an async apex trigger for Opportunity. The trigger gives me an OpportunityChangeEvent object which has all the fields of Opportunity (in addition to fields like "ChangeEventHeader&...
SatheeshJM's user avatar
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41 views

Trying to write a Flow formula using a picklist field. Whenever a stage changes in the Opportunity the probability must change with it

Here is the Formula I have created. I am stuck because I keep getting an error stating too many or not enough ( or Field StageName is a picklist field. Picklist fields are only supported in certain ...
Tracey Montoya's user avatar
-1 votes
2 answers
145 views

Contact Role Required on Opportunity Upon Creation

I want to have contact roles required when an opportunity is created or even marked as stage 1. However, I only want to use this on my renewal opportunity record type and not the others. How would I ...
M.M.19's user avatar
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Opportunity Stage: How to Use Closed Types for Commit Forecast Category

I have a requirement to change the forecast category we are using to Pipeline, Commit and Omitted Forecast categories alone for all Opp Stages. This I have changed ok however on testing I noted for ...
RedQueries's user avatar
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53 views

"Opportunity Record Type" standard field not showing correct value

Having a hard time explaining the problem because i don't understand it. The standard field "Opportunity Record Type" does not show the correct value, the two pictures are of the same ...
Ahmed HAMMAMI's user avatar
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Flow Copying a Value To a different field - Editable Fields

I am currently building out a flow to copy the value of the Annual Recurring Revenue field (Recurring Revenue is also the name of the field) to populate in the ARR Booking Field automatically. However,...
M.M.19's user avatar
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CPQ Quote not synchronized with Opportunity when Primary checkbox is updated

I have a custom QLE done by LWC, at the beginning of the year we used to uncheck the SBQQ__Primary__c checkbox if it was Primary, wait, and then check it again (with a flow) to trigger the ...
Carolina Mercado's user avatar
-1 votes
1 answer
42 views

Validation Rule Conflicting with Process builder

I have this validation rule which locks the field of opportunity when its closedwon/lost. But it is not working as it is conflicting with a flows(which updates closewon/lost dates as today() ) saying ...
Rajdeep Baghel's user avatar
3 votes
1 answer
515 views

Users cannot create quotes anymore

Yesterday evening users could create quotes from opportunities, but today they cannot anymore. Nothing has changed in our system, I can vouch for that. I checked incoming change sets, audit trail, ...
Sander de Jong's user avatar
-1 votes
1 answer
83 views

when lead converted into opportunity, then Close Date is set to the last day of current fiscal quarter. can we set Close Date to greater than 90 days?

Opportunity Close Date is automatically set during Lead Conversion, which means that when we convert lead into opportunity, that time Close Date is set to the last day of current fiscal quarter. can ...
Shital Chavan's user avatar
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180 views

Custom condition logic not working as expected in the get record element

In my Get record element for the opportunity Object, my custom condition logic is not working as expected. I have designed a screen flow where the user inputs the opportunity names and the lookup ...
Brindha Sharadha's user avatar
-1 votes
1 answer
191 views

Opportunity Object - Price Book Lookup is always blank

When an opportunity has a new quote created, and a product (quote line item) is added to that quote, there is a dialog box that pops up and asks you to select a price book: After selecting this price ...
CDutko's user avatar
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Link Person Account to an Object (PRODUCT)

As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account). My Athlete accounts are also products as I m offering ...
Maxence Karoutchi's user avatar
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63 views

A User has read access to an Opportunity but is not in the OpportunityShare table - how come?

My org does not have https://help.salesforce.com/s/articleView?id=release-notes.rn_sharing_update_opportunity.htm&release=246&type=5 enabled yet (at least not that I'm aware!). A User has read ...
Andy Hitchings's user avatar
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74 views

Opportunity is visible in reports

Premise: As per the business requirement all internal users should see all the accounts, but they should NOT be able to see all the opportunities. The only opportunities they should be able to see is ...
user43598's user avatar
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-1 votes
1 answer
427 views

Salesforce limits on sending email in one hour

One of the user send an important email from an opportunity record to the team members. We can see the email message record in the related list but non of the team members received the email. I want ...
shwarma g's user avatar
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253 views

Events not showing on a custom report of opportunities with activities

I've created a custom report type. The primary object is 'opportunities'. The secondary object is activities. The report is set to show all opportunities, with or without activities. I went into the ...
Zjef Herwig's user avatar
-1 votes
2 answers
536 views

Generate (and send) email from Opportunity Tab

Is it possible to create a button (or something equivalent) to generate and send an email from the Opportunity tab? I am really new in Salesforce and struggle with the basics. I have created an ...
Mael Forner's user avatar
0 votes
1 answer
375 views

LWC: create hyperlink to the related opportunity record

I have a created a lightning web component (lwc) that displays related opportunity records. I want to create a hyperlink on the opportunity name so when the user clicks on the name, it should take the ...
Marjan's user avatar
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1 answer
170 views

Salesforce Opportunities Object - Validation Rules - Make checkboxes mandatory to progress stage

This is my first time posting on the stack exchange so apologies if any key information is missing from my question. I am trying to create a validation rule to make certain checkbox fields in the ...
Ross S's user avatar
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1 answer
142 views

What permission a user should have in order to change the territory in Opportunity manually?

I have a business user who is getting Read/Write access to opportunity via sharing rule, but he is not able to change the Territory value in Opportunity. User is getting the error - "insufficient ...
Ashik Shetty's user avatar
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0 answers
89 views

Data Loader - Opportunity Stage Value Does Not Select

I am working with data loader looking to automate a pipeline upload process and creating a template. Currently I have been able to match all of my fields When double checking the upload, the ...
Damien's user avatar
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275 views

Retrieve FlexiPage layout for default Opportunity record type for current user

Question For the current user, how do you programmatically retrieve the FlexiPage layout (i.e. fields) for the default Opportunity record type? What I've Tried Since, the FlexiPage layout potentially ...
Andrew Nguonly's user avatar
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2 answers
1k views

SOQL: Identify Account records that don't have children

Being a newbie in SOQL I'am stuck with a little intricate challenge: I need to scan through the Account-object to find all records that don't have no corresponding records in Opportunity object have ...
KonJfK's user avatar
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149 views

How to customise Einstein Opportunity Score Top Positive and Negative

I'm new here and I'm Salesforce business developer with less salesforce technical background. Recently, we have turn on Einstein Opportunity Score as per the image attached, i m finding the way to ...
Kate's user avatar
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0 votes
1 answer
2k views

LWC related list styling

I added a title to my related list but a white box is appearing on the grey theme I added. What is the simplest way to solve this issue. Should I not use lightning-card to display my title? Also How ...
Pierre-Olivier Thibault's user avatar
-1 votes
1 answer
618 views

Is this a known issue - Inactive Picklist Value shows up on a new Order

I have an inactive picklist on the OrderType field on Order. When I create a new Order record from an existing Quote record, then the Order after creation shows 'New' as an Option in the OrderType ...
GroundToCloud's user avatar
0 votes
1 answer
199 views

How can we rollout Salesforce cpq in production for some or limited users only,as we are installing it over our existing sales cloud implementation?

We're about to start Salesforce CPQ Implementation, after sales cloud. Users are using sales cloud and are using Opportunity to add products. Now we want to start CPQ pilot for some users, but what i ...
MdSaeed's user avatar
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-2 votes
2 answers
453 views

How do I make sure that every new opportunity created starts on stage 1? [closed]

I want to prevent opportunities being made retrospectively and created at closed won stage. How to I make each and every opportunity created start at Stage 1?
Darren's user avatar
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