Questions tagged [opportunity]
An Opportunity is a Salesforce Standard Object that represents a sale or pending deal.
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questions
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Manage Multiple Trialforce Org expiration dates and associate TSO with Opportunity
A Sales Engineer has multiple Trialforce orgs used to showcase our app to customers. He has 2 requests.
An email reminder that the TSO org is about to expire, so that he doesn't miss the one year ...
0
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1answer
23 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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1answer
30 views
Populate related Contact's most recent opportunity on a case
On the case object, I have a lookup field on the Contact object. The business wants me to add a Opportunity field on the Case object and this should be populated with the most recently closed ...
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1answer
15 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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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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1answer
55 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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votes
2answers
36 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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vote
1answer
20 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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12 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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32 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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votes
1answer
51 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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15 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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0answers
31 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 ...
0
votes
1answer
24 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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0answers
26 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 ...
0
votes
1answer
20 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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0answers
38 views
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 ...
0
votes
1answer
114 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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vote
1answer
57 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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0answers
30 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 ...
0
votes
2answers
360 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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votes
1answer
81 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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votes
1answer
25 views
SalesForce Formula <> 1 OR -1
I wasn't able to find any documentation on this but basically, I am trying to make a Validation rule that runs when a certain thing is not correct, in my case I have 2 numbers subtracting one another ...
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votes
1answer
358 views
Prevent users from Skipping Stages Salesforce - Validation Rule
I am trying to make a validation rule that does not allow Stage Skipping on the Opportunity Stage.
We don't work with certain names we just need to make sure that the previous stage is not skipped.
I ...
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0answers
26 views
The name value of the Opportunity is output from the Debug as null when the next Trigger is run [duplicate]
else if (Trigger.isBefore) {
if(Trigger.isInsert || Trigger.isUpdate) {
for (OpportunityLineItem o : Trigger.new) {
// This is Null Value
...
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26 views
Why Accepted quote create a new contract
I know By default, there is no relation between Contract to Opportunity. we can create a lookup field (Opportunity) at Contract Object. Sorry for the basic type of question.
In my sales cloud, org has ...
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27 views
How to show Month-wise total Recurring Revenue Report
Can I generate a report in SF that will give month-wise revenue for Closed Won Opportunities?
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1answer
53 views
How can I map one record to another using a lookup field in salesforce?
I hope you are well, I would like to ask for your help with something that you have in mind and I can not do it haha
If I have two different object record lists and the first record list has a lookup ...
1
vote
1answer
45 views
Count number of times an opp has been moved to different quarters
I want to be able to count the number of times an opportunity has been moved to different quarters.
So, every time the Close Date is edited and moved to a different quarter, I want an existing number ...
0
votes
1answer
18 views
Best way to implement a VR for Close Deals
We want to implement a VR that restrict users from making edits on Closed Opportunities, however, we want to grant access to some 'Finance' fields to our Finance Users once a deal is Closed.
What ...
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votes
2answers
151 views
Using Custom Price Book Entry Object
I am developing the custom aura component for adding products to the opportunity for achieving client requirements. For this, I have created a custom price book entry object but while creating the ...
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vote
1answer
213 views
Compile Error: Illegal assignment from List<Opportunity> to List<Opportunity>
I am trying to find how to go about resolving this error.
Error: Compile Error: Illegal assignment from List to List at line 4 column 21
trigger productupdate on Opportunity (after insert,after update)...
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0answers
25 views
NPSP - Don't Automatically Create Soft Credit
For organizational gifts, NPSP automatically creates a soft credit Contact Role for the related organization's primary contact. We do not want to automatically soft credit this person.
I went to the ...
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votes
1answer
48 views
Wrong Opportunity Stage Order in Report
A report I made is showing the wrong opportunity stage order. For example, "Complete" should be the final stage and it should be followed by "Arrival".
The order is correct in the ...
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votes
0answers
11 views
Manually add Product/Variants in CC Dashboard
I'm a Ruby on Rails developer working on integrating Salesforce Commerce Cloud with Rails app. I've registered a Developer account/org on xxx.lightning.force.com and created a Connected App. I wonder ...
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vote
1answer
49 views
How can I know which Apex classes quote opportunity? [closed]
Is there a query or some option on setup that I can see which Apex Classes quote Opportunity?
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64 views
Why is SOQL query is returning deleted Opportunity split record
I have an Opportunity, under which I had initially added two Opportunity split records. But later I deleted one of the Split records among them using the delete button in the UI, as I didn't need it ...
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0answers
14 views
How to get notification about the email activity by a user in Opportunity to everyone in his team
The requirement is whenever someone sends an email to the opportunity, everyone in the team should get a notification that this user has sent an email to this opportunity as well as the content of ...
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0answers
60 views
reference to account not found in query result sfdx
I am running the following sfdx command to export Accounts, Contacts, and Opportunities. However, I am running into the following error messages below.
Question:
How can I export the Accounts, ...
0
votes
1answer
26 views
I want to force users to enter a contact role prior to saving new opportunities. Can this be done?
I have a basic opportunity object and would like to require sales teams to enter at least one Contact Role in order to save the Opportunity.
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0answers
14 views
Add Products to Opportunity on the basis of Manufacturing Plant
The scenario is If suppose there are two products "A" and "B". Product "A" is manufactured in Plants X, Y, and Z, and the product "B" is manufactured in Plants ...
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66 views
Save & Add product in Lightning
We have overridden "Add Product" button with vf page in our classic experience. In classic, we display the "Save & Add Product" button on the Opportunity standard page. On the ...
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votes
2answers
56 views
How can I convert existing Leads into Contact, Account, Opportunity Objects
public class LeadConvert {
public void convertToAccount(){
account acc=new account();
contact con=new contact();
opportunity opp=new opportunity();
list<contact&...
0
votes
1answer
154 views
Cannot Deactivate CPQ Contract Generation
We were Using CPQ in our org. But Now we have shifted to Deal Hub.
For Old data to sustatain, we have our CPQ package installed and working.
The only problem that is coming is when Opportunity is ...
0
votes
1answer
175 views
Clone Opportunity using Quick Action
I'm trying to create a quick action button to allow reps to clone an opportunity. I noticed when I try to create this I can't select opportunity as the target object. Is this possible without code?
0
votes
1answer
153 views
No such column 'IqScore' on entity 'Opportunity'
I am trying to query 'IqScore' field on Opportunity' object, I see this field is available on object level but when i try to query same from Developer Console query editor or Workbench getting below ...
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0answers
14 views
EmailMessage Failing while doing Opportunity Merge
I am trying to do opportunity merge and while copying the email messages from losing opportunity to winning opportunity, I am getting bad restricted picklist error for the From field.
While doing the ...
0
votes
2answers
88 views
How can I change opportunity owner field to be anyone from the users?
When we create a new opportunity there is the opportunity owner field. Is there any chance that I can select a different user while creating an opportunity? Right now it is just a fixed field on my ...
0
votes
1answer
43 views
What's wrong with my Trigger? Stop Task from being reassigned when Opportunity Ownership Changes
trigger OpportunityTrigger on Opportunity(after update) {
List<Id> newOwnerOpps = new List<Id>();
for (Opportunity opp : Trigger.New) {
if (opp.OwnerId != Trigger.Oldmap....
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0answers
26 views
Rollup Opportunity field to Contact on before insert trigger
I am an admin, new to Apex development. I will be uploading Opportunities periodically through Dataloader, all of record type "Outbound Call Opportunity." The file will contain the following ...
