Questions tagged [opportunity-split]

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OpportunitySplit Custom Edit Screen using LWC

is it possible to create Custom Opporutnity Edit Screen using LWC salesforce? My use case is "Every member of Opportunity Splits" for an opportunity should be able to edit all splits records ...
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19 views

How to get the Opportunity split record from Order Object

there is a lookup relationship to the Opportunity object from the Order Object in my org. In every Opportunity there are 2 Opportunity split owners. I need to get the Opportunity Split owner who is ...
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11 views

Does Salesforce takes additional time to perform back-end task if I add custom opportunity split type?

Opportunity split type is already enabled in my org. I understand that Salesforce takes some time to perform tasks on enable of Opportunity split type. I want to know if I create a custom split type ...
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11 views

Creating a custom report on Opporutnity Split and History

We have a requirement where we need to see the Opportunity history with the Opportunity split details. Where we show the Split Owner, Split amount with the value of the amount that has been changed. ...
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0answers
206 views

Any workaround for enabling create opportunity splits for users of lower role hierarchy than the record owner?

Just saw in the ideas that a functionality is not available till now, that a user having lower role hierarchy than that of the opportunity owner, is not having access to the "Edit Opportunity Splits" ...
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0answers
214 views

Cannot Insert Opportunity In Test Class When Splits Are Enabled

We have Splits enabled in our org. I would like to insert an Opportunity and to assign it to a user that have Opportunity Team Members configured in his user details, so Salesforce will insert all ...
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0answers
110 views

OpportunitySplit shows up as OpportunitySplitType in Query Plan?

Why is every query done over OpportunitySplit is always showing the OpportunitySplitType as main SObject Type in the query plan? Can this affect to the performance when trying to filter opportunities ...
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2answers
729 views

split Opportunity values by month

I have a problem with another trigger. We have Opps with periods more than a month, usually, 6 or 12 months. When I ran a report, it only gives me the total value of the opp for each month, how can i ...
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1answer
124 views

How can OpportunitySplits take up twice the space of an Opportunity?

As per the above image I have 20K Opportunities and consequentially 40K splits. It seems that there is a revenue and overlay split record for each opportunity. Fair enough. What I can't understand is ...
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470 views

Salesforce API Opportunities split System.DmlException: INVALID_CROSS_REFERENCE_KEY, Unable to create an opportunity team member

I am new to salesforce.I have enabled oppotunity split with check box checked for team enabled. While i run some code or through salesforce api i am getting the following error System.DmlException: ...
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0answers
317 views

Opportunity Split Using APEX and Visulforce Page

Has anybody developed Opportunity Split and Opportunity Overlay functionality using APEX and Visualforce page ? I have developed but the problem is I'm using wrapper class inside it so it taking more ...
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1answer
1k views

How to insert opportunity splits based on amount

I want to insert opportunity splits based on below values: Opportunity id user 1, amount - x user 2, amount - y user 3, amount - z Looking at the fields of opportunity splits, we have field ...
3
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1answer
368 views

Is there a way to have a won opportunity be shared by two owners for commission purposes?

Most of our sales have a simple commission structure, with the Account Executive (Opportunity Owner) getting their contracted % of the sale and if a junior team member set up the demo for them they ...
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2answers
484 views

Split fails in the trigger

My code in unable to split hyphen. PLease have a look to my statement if I am wrong here. trigger ACCOUNT_AFTER_INSUPD_NAME on Account (before insert , before update) { /*List<Account> acc = ...
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0answers
251 views

Opportunity Split Amount not updating

Anyone experience an issue where Opportunity Split Amount is not updating? My users are creating new opportunities, then creating quotes, which syncs products back to the opportunity (the Opportunity ...