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

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19 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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18 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
24 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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33 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
49 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
49 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
21 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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32 views

Apex Test Class Not enough code coverage 74 lines not tested

Good afternoon, I have a trigger for the opportunity object. I've been adding criteria to my test class but it doesn't seem to be changing the amount of lines that are covered. I'm stumped, if anyone ...
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2answers
30 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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11 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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7 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
38 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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15 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
32 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
25 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
22 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
110 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
32 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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52 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
74 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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13 views

Assign Sales Rep to Renewal Opportunity via Territory assignment

My req is: 1. territory-state mapping 2. Territory assigned to the Opp sales rep . we want to Relate "Territory" field to "User" please help.
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1answer
42 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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45 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
33 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
37 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
58 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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39 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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32 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
28 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 ...
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1answer
24 views

How to customize the global search to hide Opportunity records with certain stage

I would like to know how to customize the global search in way that none of my users can see Opportunity records with certain stage. I have created a new stage called "Test Stage" in the Opportunity ...
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0answers
24 views

No Due Date Populated in Sandbox and Production

When creating Log a Call activity in Opportunity Object in Lightning,the due date gets displayed with Today's date in Developer org.,wherein it gets displayed as "No Due Date" in Sandbox and ...
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97 views

Sales Path deployment issue

A new stage has been added in Opportunity and a new Sales Process is been created for which the stage value available for edit is updated. A sales path is created for a record type where the new ...
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2answers
58 views

Wrapping a Visualforce page / delaying page load

Is it possible to wrap a standard page (Opportunity, Lead, Contact) with a custom page... and load it only if a certain condition is met? For example, I want to load any opportunity page only if the "...
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9 views

How can i update a checkbox field on the opportunity based on criteria in the opportunity team members section [duplicate]

I need to update a checkbox field on the oppty called IsTrue when there is an opportunity team member added (so, when an opportunity team member is not blank). Is this possible via workflow or process ...
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1answer
26 views

Help getting processInstance value apex class

Im trying to convert my opportunity page to PDF (tru my custom button PDF).. on the bottom of the opportunity page, there`s a section called Approval process and Stage History.. I tried some query to ...
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1answer
14 views

Cases Automatically Closing when Opportunity Closed Won

Cases related to an Opportunity are all automatically being closed when the Opportunity it being set to Closed Won. Is this standard operation with Salesforce?
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9 views

How do you find all possible opportunity stages that are valid for a given opportunity using the Salesforce API [duplicate]

I wanted to see if there is any other elegant way to tackle this problem through API (or) by pulling relevant records from Salesforce and querying for this. Thanks! Problem Statement: How do you ...
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1answer
37 views

Opportunity Name Workflow Rule - Creates name twice

I have created Opportunity Name workflow rule as follows Account.Name & " | " & PRIORVALUE(Name) & " | " & TEXT(Today()) Output is Account Name | Priorvalue = whatever is entered ...
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1answer
31 views

How can we append new value to a text field without over-writing the existing value

I'm try to build a formula using the Formula Builder to capture the Product Family Name of every Opportunity Product and populate that in a custom text field at the Opportunity level. For example, ...
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73 views

Auto Populating lookup field

I have a lookup field to the Contacts object on Opportunities object which is to define the Primary Point of Contact (dont want to use Contact Roles). There is another lookup field on that Contact ...
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1answer
20 views

Mass email Opportunities with Email template

I have some custom fields on the Opportunity page layout; one captures the contact name and one is for the contact email. These are formula fields that query the contact roles related list. Once the ...
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14 views

Sync Products from Opportunity to another object

I would like to sync the products that are in any Opportunity to appear on another object when the Opportunity is "Closed Won". I am using this 3rd Party app which is for tracking projects. I ...
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1answer
33 views

URL Hacking - Trying to incorporate a unique count at the end of a pre-populated field

Created a URL that works fine, but I'm looking to add a count at the end of the Record name. For example: (Account Name) "Scorecard" {Count Field on Opp} + 1 Here is the URL: /a0L/e?&retURL={!...
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19 views

What are the benefits of Opportunity Update Reminder versus standard reports?

I've been checkout out the Opportunity Update Reminder functionality, but I can't seem to appreciate the benefits of using it versus a report. It allows me to filter Opportunities with certain Close ...
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1answer
29 views

Formula field on opp using created date, record types, profiles, and multiple stage names

This formula works for all my requirement except the underlined part: IF( AND(RecordType.Name = 'Solutions', DATEVALUE(Account.CreatedDate) <= TODAY() - 10, CreatedBy.Profile....
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1answer
44 views

Animation on opportunity closed won status

Is there a way to show some animation on the page once an opportunity is set to closed won status? I'd like to have some animation like money falling or fireworks to keep the sales team motivated once ...
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1answer
64 views

Unable to change ownership of an opportunity

Opportunity owner cannot transfer the opportunity to some other person. He is getting error - "Cannot Share/Transfer Record You cannot share this record with or transfer to the selected user or group ...
3
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1answer
411 views

How to use force:recordData to clone a record?

I'm trying to clone an Opportunity record with certain values changed. Below is my code (component will be launched from Lightning component action). My Component Markup <aura:component ...
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2answers
27 views

Account Name in Opportunity custom object

I'm trying to create a custom field on Opportunity object with account name. Can I use a formula to populate it automatically? I tried creating the custom field of type Text and adding Account.Name ...