Questions tagged [opportunity]

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

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17 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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13 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 ...
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39 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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31 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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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 ...
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2answers
60 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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1answer
32 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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1answer
22 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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1answer
138 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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25 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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23 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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25 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
40 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 ...
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1answer
38 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 ...
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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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2answers
52 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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1answer
107 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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21 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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1answer
34 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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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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1answer
44 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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45 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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13 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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38 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, ...
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1answer
19 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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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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36 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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2answers
50 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&...
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1answer
81 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 ...
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1answer
104 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?
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1answer
104 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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13 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 ...
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2answers
61 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 ...
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1answer
41 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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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 ...
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17 views

How to prevent open tasks from being reassigned when opportunity owner is changed? [duplicate]

Salesforce transfers ownership of all open tasks on the opportunity currently if the opportunity owner is changed. How can I write my trigger to prevent this from happening?
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1answer
51 views

How to change the default value of OpportunityAcess in Account Team Member?

When I want to add a member, "Opportunity Access" is automatically filled like "Private". How can I change it and filled automatically like "Read Only"?
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1answer
124 views

Opp close date month should be greater than today month

I have a query "users want to restrict the Opportunity for everyone So that no one can mark as closed won until that Opportunity does not contain at least 1 Opportunity Product and the closed ...
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23 views

Display the opportunity conversion rate in a dashboard

Hello, I would like to create a dashboard which display the number of created opportunities this month divided by the number of closed opportunities on this month (the convertion rate for the current ...
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14 views

Cloning old opportunities after list price change

We changed the list price of a product, and we don't want to enable sales people to still use the old price. We don't allow changing the sales price (Profile permission) but this protects only ...
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11 views

Auto populate primary contact from related tab items in Opportunity to another object field [closed]

I have created a process builder to auto populate fields from opportunity to another object as soon the opportunity is a win. So a record is created as soon its a win and fills out required fields ...
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1answer
22 views

How to update associated planned date based upon the opportunity close date changed?

I have implemented a delivery delay for some of the opportunity line Item based upon the product family and opportunity close date. But now the business wants if a user changes the close date from 8-...
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1answer
32 views

Files and attachments non editable

recently I noticed some files attached to opportunities are non editable, and I mean some, because these files should be downloaded and then uploaded once again, after doing this is it has enabled all ...
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1answer
32 views

Partner User unable to view a record despite sharing it with him

I have set up a partner community where users with "Partner Community" license can create opportunities. The owner of the opportunity record changes over time and the record is made ...
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1answer
111 views

Opportunity Closed Lost Stage shows all open stages even not in my SalesProcess

THIS IS THE ISSUE: Q: Why are these stages showing? I only want "Gain Commitment" and "Lost-Closed". My Record in question's RecordType is set to "Lost-CLosed" "...
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1answer
108 views

SOQL To Get Opportunity, Account and Contact from one query to Opportunity Object

I'm wondering if it is possible to query the Opportunities object and return associated Account and Contact data. I so far have: SELECT Opportunity.Id, Opportunity.AccountId, Opportunity.Owner.Name, ...
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41 views

Customize "New Quote" button

I have created a new Javascript button on the Quote Object. Quote is a child object of Opportunity. From the Opportunity, the user will see "New Quote" and be able to create the quote. I ...
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1answer
29 views

How can I put another Object in the Opportunity validation rule?

I'm trying to allow only the Account's Owner and Account Team Members "001" to create opportunities. But I'm getting "The AccountTeamMember field does not exist". How can I solve ...
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1answer
52 views

How to Query Both Createddate or UpdateDate in Opportunity?

I want to get both created date of today's Opportunity as well as the last-modified date of today's Opportunity in SOQL? how to Query that? Thanks in Advance. SELECT Id,Name,Project_ID__c,RecordType....
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57 views

Test Class Error : FIELD_INTEGRITY_EXCEPTION, You cannot change the currency of an opportunity that has quotes related to it

I am trying to set opportunity SyncedQuoteId field with a quote id in a test class. The opportunity is only having one quote. But I am getting the following error only on an one sandbox. On other ...

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