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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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1answer
15 views

Opportunity team access

I have given opportunity team member just read permission but he is also able to edit the fields. What might be the reason? The user is not in accounts team or with any special access as well.
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1answer
13 views

Update of quantity is modifying Sales Price but not Total Price

Can anyone help me out in understanding the below functionality. When i am trying to change Quantity on OopportunityLineItem, SalesPrice is getting change but not the Total Price. For Ex - Sales ...
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0answers
23 views

Map related objects and insert records [closed]

I have requirement to insert opportunity team members into one object using trigger. 1:M relationship for Opportunity and Opportunity team members 1:1 relationship for opportunity and deal 1:m ...
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1answer
20 views

Creating Opportunity and Opportunity Contact Role from Contact in LEX

In Salesforce Classic, you can create a new opportunity using a URL like the below: /006/e?ent=Opportunity&conid={!Contact.Id} This works great, creates the opportunity, and creates an ...
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1answer
28 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
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1answer
20 views

What object is most appropriate for an approval process requested by a customer? [closed]

Assuming there is a customer request that requires approval from the organization, what object between opportunity and case makes the most sense in general or in the following scenario? Customer: ...
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1answer
15 views

Unable to setup reporting on activities

In my organization, we have a team called account management they have access to leave Activities on all opportunities. So, we need a report where account management didn't touch opportunities from ...
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1answer
32 views

Creating one invoice for two different opportunites

Is there a way to create one invoice for two different opportunities. The issue is having one opportunity that is a renewal and the other being new business. At the moment we have them both under one ...
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0answers
25 views

Can we change/reassign the Opportunity Owner for multiple Opportunities at the same time?

Do we have a functionality where we can re assign or change the Opportunity Owners for several opportunities together ?? I need a front end functionality that the users can use, and not via Data ...
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1answer
16 views

How to get all opportunities owned by a salesforce account using their rest api?

I see there are ways to create, delete, read individual opportunities here: https://developer.salesforce.com/docs/api-explorer/sobject/Opportunity How to get all opportunities owned by a salesforce ...
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0answers
23 views

Convert Euro into GBP using formula

I have Total net revenue in Deal Object as Euro. I want to have this value in opportunity amount field as GBP. I am updating the opportunity amount field using a workflow rule. IF( ...
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1answer
27 views

Having trouble retrieving a checkbox value with SOAP API in c#

This is the first issue I have ran into retrieving data from Salesforce using the SOAP AP. So I have introduced a custom field which is a checkbox, (lets call it Checked) and I have added it to the ...
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1answer
29 views

Primary Contact Role into custom Lookup Field on Opportunity

I need to bring the primary contact role in the opp page. I created a flow https://success.salesforce.com/answers?id=9063A000000e4QeQAI from this link but the process builder is not working. I have ...
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2answers
28 views

Contact information on Opportunity record

I'm building an integration between Salesforce and a proposal creator tool. Most of my users use the integration from opportunity object. I'm using the integration to pull opportunity data in the ...
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0answers
14 views

OpportunityTerritory2AssignmentFilter with more than 1000 qualified Opportunity record

As per the Salesforce documentation, the OpportunityTerritory2AssignmentFilter class will take up to 1000 qualified Opportunity record to process. But what will happen if the number of qualified ...
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1answer
16 views

How to generate a monthly revenue breakdown using start end dates on Opportunity object?

The Opportunity object has project start and end dates along with total revenue. Need a way so that user can see a month by month breakdown with revenue divided over each month. For example if start ...
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1answer
29 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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0answers
23 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
28 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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0answers
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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0answers
37 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
51 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
71 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
23 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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2answers
37 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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0answers
16 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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0answers
9 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
41 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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0answers
19 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
37 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
30 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
24 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
133 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
36 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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1answer
178 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
78 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 ...
2
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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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0answers
59 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
41 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
38 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
119 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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0answers
69 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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0answers
37 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
31 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
26 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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0answers
162 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
78 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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0answers
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
44 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 ...