Questions tagged [opportunity-lineitem]
An Opportunity can have associated OpportunityLineItem records only if the Opportunity has a Pricebook2. An OpportunityLineItem must correspond to a Product2 that is listed in the opportunity's Pricebook2.
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How can I get around the "too many SOQL queries" error in my flow?
All,
Not new to flow at all but can't figure out a workaround for this.
I have what I believe to be a simple flow. It queries the OpportunityLineItem object to see if a record has any ...
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How to auto-calculate discount when adding products
When adding line items on an opportunity, after you select the product(s), the screen to enter the sales price, quantity and discount are shown. I've also added the list price, which is a read only ...
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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 ...
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De-Link Opportunity Product Schedules from Opportunity Products
I am auto-generating OpportunityLineItemSchedules when a OpportunityLineItem record is inserted, by calculating monthly revenue based on custom business logic. Sometimes on edge-cases the ...
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Visualforce Add Products page in Lightning is redirecting to a blank page
I'm currently working on a migration to Lightning where we have some Visualforce pages, specially in Opportunity.
We are currently facing an issue when trying to open the standard Add Products or Edit ...
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How can a flow access an opportunity's product?
I need to access opportunity products through a flow, and I don't know how... I tried point at the product ID, but of course, it doesn't work. Can you help, please?
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Visualforce style templates or builder?
I'd like to stylize a visualforce email but am not versed enough in html - is there a drag and drop application or site that can help?
Basic Needs
Header
Footer
Table
Bold
Font size
Background color
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Apex Test insert is not setting a field on the record
In my Test class, a custom field is not set when inserted:
The field Product_Family__c on OpportunityLineItem, while inserted, is missing when queried.
@isTest
public class tempTest {
@isTest ...
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Need to populate text values from related object to parent object text field
The requirement was whenever a product is added to an opportunity the product's product family text values need to be populated in the opportunity object itself in a custom text field named ...
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URL hack for Add Products button in Lightning
The following button code opens the Add Products screen in Classic:
/ui/opportunity/SelectSearch?relatedListId=PricebookEntry&addTo={!Opportunity.Id}
Is there a Lightning equivalent?
Bonus points ...
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How can i launch the Add Products pop-up from a flow after creating an Opportunity?
I've built a screen flow to create new opportunities and after saving i would like to be redirected to the Opportunity that i just created and the Add Products pop-up should also open.
I was able to ...
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Disappearing Opportunity Products
We have an issue that opportunity products are deleted by some kind of process / apex whatever.
What would be the best way to debug this?
We tried delta checking with the backup system tried to log ...
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681
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Custom Field Not Showing Up for Opportunity Product
I would like my sales team to see a custom field — Unit of Measurement (UOM), which is a pick list — for each product when they’re adding it to an opportunity. I have added the UOM field to the ...
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Opportunity Quick Action is unable to display Opportnity Line Items using Screen Flow
I have an issue where I create a screen flow for the Opportunity object that would create one of 3 types Refund records base on a button click: a) Direct, b) Credit, and c) Duplicate.
Direct Refund ...
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Bizarre Flow error when deleting records that were queried: ENTITY_IS_DELETED
I have a Platform-Event Triggered Flow which does the following:
After insert of a Platform Event record...
Get OpportunityLineItem records related to an Opportunity
If the result of the above query ...
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lwc clone an opportunity product using record-edit-form
I have a LWC called Opportunity Product Manager
which shows all the opportunity products.
Each Opportunity Product is a LWC itself which has 2 buttons: Edit and Clone. Pressing on these buttons open a ...
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Is there an Out-of-the-Box way to sum all Opportunity Products related to an Opportunity?
I am trying to sum the 'Total Price' of related Opportunity Products for a given Opportunity. I would like to then display that value on the Opportunity Page Layout. Is there an Out-of-the-Box way to ...
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Getting FIELD_INTEGRITY_EXCEPTION:field integrity exception: TotalPrice (total price must be specified):TotalPrice
I'm getting following exception while updating a custom field on Opportunity Product.
FIELD_INTEGRITY_EXCEPTION:field integrity exception: TotalPrice (total price must be specified):TotalPrice
Details:...
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Need Help Editing a Lightning Component Custom Search to show a second field in results
I have a custom Product search Lightning component on the Opportunity page and I need to change the second field in the search results below to display another field. Right now it shows the Product2....
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164
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Error While Cloning Products with Opportunity through Apex
I'm getting following error: List has more than 1 row for assignment to SObject
Please find the code:
//Clone Products Related With Opportunity
OpportunityLineItem oppLineItemCloneRecord =...
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In which order are displayed Quote Line Items when SortOrder values are blank and order by SortOrder is selected?
In which order are displayed Quote Line Items when SortOrder values are blank and order by SortOrder is selected?
We try to sort Quote line items in our custom package the same way how they are ...
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Replacing OpportunityLineItem related workflows by one or more flows
Not a question, but my experiences, from which hopefully someone may learn something.
Salesforce has announced that workflows and processes must eventually be replaced by flows.
Our org has 4 ...
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Record Types for Opportunity Product object?
It seems we are not allowed to create record types on the opportunity product object. I have a use case where I would like to show different fields based on the product type selected.
Is there a ...
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Field Integrity Exception: Unknown when updating a price in sandbox
In sandbox, I am trying to update a price for a product in the standard price book through the UI. When I change the List Price and click save, I get the following error. These are referencing ...
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Hitting CPU Time Limit when bulk inserting OpportunityLineItems and its OpportunityLineItemSchedules
I have a VFP using which I upload a CSV file with several columns that consists of both OpportunityLineItem and its schedule related info. However, when I'm trying to upload the sheet, it is hitting ...
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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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OpportunityLineItem shows UnitPrice with 3 places after decimal
I have an opportunity that has 3 products and each product has a list price of $600 and sales price (UnitPrice) of $400. The amount field on the opportunity is showing $1,199.99 instead of $1200 as ...
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Pushing Custom Fields from Opportunity Line items to new Quote Line Items
So - I know there are some answers for this already in the form of a couple of apps available on the AppExchange, plus one from "douglascayers" which seems to do exactly what I'm trying to ...
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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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Opportunity Product Lookup Field Not Displaying Unedited Opportunity Line Items
I have an Opportunity Product/Opportunity Line Item lookup-relationship on a custom object in my development sandbox. The custom object also has a lookup relationship to an Opportunity. When I try to ...
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Unit testing on OpportunityLineItem
I need to write a unit test for a class that I have created. Mostly based on Opportunities and OpportunityLineItem.
For some reason, I cannot get coverage past my for loop. I have tried everything, ...
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I would like to receive the ID value of checked Opportunity Product within Opportunity and process it
We tried to get the ID value of the checked Opportunity Product in the Opportunity record and process it as Button. However, OpportunityLIneItem does not support StandardController on VisualforcePage. ...
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705
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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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I want to create a task whenever I add or modify an opportunity product
trigger OpptyLineItem on OpportunityLineItem (after insert, after update) {
if(Trigger.isAfter) {
if(Trigger.isInsert && Trigger.isUpdate) {
for(...
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833
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Mass update on selected Opportunity Line Items?
In Classic I have a functionality where you select a couple of line items in an opportunity and then press one of four buttons to update a checkbox in each of those items (which fields get updated ...
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Creating opportunity line from SalesforceSharp
I am using SalesforceSharp to create an Opportunity. The header is working OK, I have ensured that the CurrencyIsoCode and PriceBook2Id fields are set.
When trying to create the Opportunity Line Item,...
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Adding MultiplePricebooks to an Opportunity [closed]
We have three different set of Prices for an Product . Lets say (Type A, Type B, Type C) and each type has three set of prices (List Price,Sales Price and Landing Price). We have a requirement to add ...
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Summer'21: OpportunityLineItem always empty for QuoteLineItem. Now how to fill QuoteLineItem custom fields?
While performing regression tests on a Summer'21 sandbox, I noticed that custom fields were not filled in newly created QuoteLineItems.
For many years, I have used the trick as described here, and ...
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Opportunity LineItems is deleted when trying to sync quote
I am adding an Opportunity Line Item within my Apex code. When I create a Quote, I would like that quote to sync automatically and use the Opportunity Line Item and copy it in the Quote Line Item. I ...
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Better Code for Comparing Multiple Opps and All Their Products?
Trying to compare all Opps and their OLIs to see if there are duplicates (Opps with certain data that is the same, and all OLIs have same product and quantity) and then mark them as potential ...
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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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The Query Cost of UPSERT
In an Apex Test, I'm getting the 'Too many SQL queries: 100' error.
Quite a lot happens in the code that is called (it's an API endpoint, not just a single function) and in one scenario, the end point ...
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How to relate Opportunity Line Items to Contract LIne Items (in Service Contract)
I am quite a novice in Flow, and would like advice. My business case is to Relate Opportunity line items with Contract Line Items (in Service Contract object).
When my Opportunity is closed/won with ...
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Attempt to de-reference a null object - Trigger to auto add products based on value in selected product
I'm working on a trigger for OpportunityLineItems that looks at the value for "add_for__c" for the product selected and if it is 0, it needs to find all other products in the same pricebook ...
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Why can't I reference all Opportunity Product (OpportunityLineItem) fields in formula fields?
Salesforce's Spring '21 release finally offers Opportunity Product (OpportunityLineItem) lookups, which my organization has been waiting a long time for. However, we're having issues with our ...
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Trigger to limit products being added across all opportunities
I have a use case where I need to limit the number of two products that can be added across all opportunities. For example "Product A" and "Product B" can only be cumulatively ...
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delete QuoteLineItem automatically delete OpportunityLineitem
I have a trigger whenever a quote is marked as primary then the QuotelineItem would copy the Opportunity line item. for insertion, it's working fine but during the checkbox is checked when I tried to ...
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Lwc file upload not working on opportunity line item
I am using the LWC file upload and it works fine on other objects but fails on the opportunity Line Item.It just states that it can not upload the image and throws no errors in the chrome console or ...
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OpportunityLineItem Trigger - Recursion -Product Dependency
I have a Custom Object(Product_Dependency__c) to define dependency between 2 Products with 2 lookup fields to Product.
The first lookup is the Controlling product and the second is the dependent ...
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Opportunity Line Item UnitPrice Sometimes not updating in BeforeInsert trigger
In my BeforeInsert trigger for OpprtunityLineItemTrigger, I check if the product requires VAT (sales tax in the US) and add it to the UnitPrice if it does.
This works most of the time, but sometimes ...
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