Questions tagged [opportunity]

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

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12 views

How can i assign specific record type to opportunity while converting lead via database.LeadConvert

I have a trigger on events which on receiving data creates leads and then converts it to Opportunity. The problem is the record type is assigned to specific profile level default for the user that is ...
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9 views

Create a report to show the percentage of contacts moving from stages X to Z of an opportunity per month

Attached are the screenshots of my report I am trying to show the percentage of contacts moving from stages X to Z of an opportunitiy per month but I am unable to achieve so far. Any leads are ...
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1answer
17 views

Bypass Required Field Missing error when Bulk Updating Opportunity Stage Name to Closed Lost

When bulk updating old Opportunities to 'Closed Lost' via Data Loader, some records failed to update with following error - Required fields are missing: [Custom_PickListField__c] How can i bypass ...
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270 views

CPQ Quote sync to Opportunity results in no information

I have an issue with the synchronization between a CPQ Quote and an Opportunity, and I have no clue how to provoke that. There are a few Opportunities that have a primary CPQ Quote (Accepted by ...
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6 views

pdate a custom contact field from recently updated opportunity [closed]

The opportunity have a lookup to contact and these contacts are linked to more than one opportunities. My requirement here is to find the rejected/Lost opportunities for that contact and update the ...
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2answers
487 views

In a new trigger on an Opportunity, how can I grab the owner's email address or other info if the type is Lookup(User)?

Ultimately, my goal is to send the owner an email with a trigger. This is my first time working with triggers, so bear with me, I'm still trying to figure it out. Starting small, I managed to use a ...
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1answer
23 views

Apply multiple sharing set on one object same profile

My goal is to give partner users access to records based on two field on the same object. I use Sharing sets (From setup->communities settings->sharing sets) On opportunity, I have two custom ...
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1answer
24 views

Querying Opportunity Field History for a custop lookup fields gives 2 record back for a single change in the field

I am trying to query Opportunity Field History to get the results for a custom lookup field that has history tracking. I am getting 2 records back for 1 single change, one of the record has oldvalue ...
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2answers
385 views

How to write a Inner SOQL Queries to Orderby Lastmodified date

In the Opportunity object we have Related Lists like Team Members and Open Activities. I want to get fields like Team Members role = 'AB' along with the open activities details from same opportunity . ...
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2answers
416 views

Stop the transfer of Closed Opportunities when transfering Account Ownership

When i transfer any account closed opportunities are also changing to account owner.If opportunity owner is inactive in salesforce. But as per docs it is the salesforce standard functionality.So,we ...
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1answer
12 views

Error: Method does not exist or incorrect signature: void getInstance() In trigger;

I'm with a requirement to populate two fields in Oppty, with the value of one field on Lead, only after the Lead conversion. One of those fields is already mapped through the native conversion of Lead,...
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1answer
643 views

Reference Currency Field in a Text Formula Field for Opportunity Object

I am looking to create a formula field that combines the Opportunity Amount (a currency) with two other text fields for a mail merge document. I am wondering if there is a way to reference a currency ...
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1answer
1k views

'Omitted' Forecast Category Help

On the Salesforce Documentation it mentions that the 'Omitted' forecast category 'means the amount does not contribute to your forecast' I would like to know what criteria causes the forecast ...
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8 views

How does OpportunityPartner gets created?

To some opportunites, opportunitypartner is getting created and for some it is not getting created. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunitypartner....
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2answers
378 views

Sending Email to Opportunity team Members (people present in the list) found on Opportunity

I need help on the above mention subject area. Actually, I am working with a batch. I have a object Contrat__c which is related to an opportunity by a lookup field ...
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1answer
3k views

Adding Opportunity Products Automatically by Process Builder

In Salesforce, I need to add Opportunity Products automatically for a new Opportunity. I have the product codes and prices in Opportunity layout, and need to add Opportunity Products automatically. (...
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1answer
533 views

How to query for opportunity in detail page button of Quote Page in javascript(on click javascript)?

I want to query for opportunity from Quote page i.e. Detail page button of Quote on click of javascipt of that button.. alert({!Opportunity.StageName}); if('{!Opportunity.StageName}' =='F0') { ...
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1answer
24 views

Illegal assignment from List to Account

I'm trying to create a query that returns the Account's Id, Name, BillingState and Phone from an Opportunity however when I do so, I get either: Illegal assignment from List to Account Or Illegal ...
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4answers
532 views

How to prevent manually changes of Status field for Cases and Opportunities?

The Status field of Case and Opportunity objects cannot be read only for any profile. How could I prevent the manual changes only? I've tried with a validation rule that allows a free choice when ...
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8 views

EmailMessaging wont display the merge fields during the batchprocess

We have created a batchclass to send pending opportunity approval remainder email for the approvers as the flow we are sending email and referred a email template ID in which I have used merge fields ...
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105 views

Pricebook field auto population in Quote Record Salesforcec CPQ

Pricebook field (Pricebook2Id)is auto populated on opportunity record by a visual workflow that looks up the right pricebook record from pricebook object based on an account field in the opportunity ...
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0answers
54 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
35 views

Test Class Coverage On Field Set By Trigger

I have a trigger that is effectively checking a custom list to match the Close Date with the Start/End dates for weeks so a custom field is populated with the text of the Start and End dates. Trigger:...
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19 views

One OpportunityLineItemSchedule object appears in report twice

I need to build a report that shows Opportunities that have a specific Product Family and Scheduled last month. The problem with that is that one Schedule appears twice in the report and it breaks the ...
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1answer
41 views

How to Prevent addition of product to opportunity in before insert trigger

The scenario is, there is a checkbox type field on Opportunity object called "Change_in_product_price__c". when this field value is 'TRUE' and When the user tries to add another OpportunityLineItem to ...
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1answer
19 views

Convert the lead created in a screen flow to an opportunity automatically

I have lightning flow which creates a new Lead record. Now my requirement is that, as soon as my lead gets created its has to be automatically converted to an opportunity. I understand, that I can ...
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0answers
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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1answer
394 views

Field history tracking for opportunity split object

I have create a custom object to track field changes on opportunity split object and written trigger on opportunity split object. But I am not getting expected result for inserting new records in ...
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1answer
662 views

Set the first Partner added to an opportunity as “Primary” by default

Our Sales have to add Partner(s) for certain Opportunities. They do this within the Opportunity record, under the Partners section. When they do, the Partner needs to be marked as a “Primary ...
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1answer
22 views

How to find the Created Date of the Campaign Member associated to the Contact on an Opportunity

I am trying to find the Campaign Member Created Date based on the Contact Id and Campaign Id on an Opportunity record. I am newer to apex and struggling to find the record based on the combination of ...
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2answers
2k views

How to use force:recordData to clone a record?

I'm trying to clone an Opportunity record with certain values changed. Below is my code (component will be launched from Lightning component action). My Component Markup <aura:component ...
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1answer
20 views

Functional difference between Business Processes and normal picklists?

What are the benefits of using a business process for leads, cases, opportunities and solutions rather than defining a normal picklist to hold the record's status? Is it just so you can assign the ...
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4answers
231 views

How to translate “Closed” in Opportunity?

How do I change the textual value of 'Closed' to "I like cheese" in English, and 「チーズが好き」 in Japanese? "Closed" isn't an actual stage, so it's not in the "Stage" picklist translations: And I've ...
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1answer
2k views

This record was modified by Same User during your edit session

In my org when i am editing and saving few opportunities i am getting error : This record was modified by (Same User) during your edit session. Make a note of the data you entered, then reload the ...
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1answer
870 views

Field Missing from Aggregate Fields in Roll-Up

Just trying to implement a roll-up summary field that will look at closed won opportunities against an account and show the sum of the amount. When I get into the roll-up field creation I have ...
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2answers
1k views

How to avoid creation of duplicate Opportunity Contact Role for every newly created Opportunity?

I have written a after insert trigger on Opportunity to create a Opportunity Contact Role. Here is the part of code if( trigger.isAfter && trigger.isinsert){ Set<Id> accIds = new Set&...
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12 views

I need an “always up to date” ARR value in my accounts, based on opportunity values and dates

Hello Salesforce people, I have something I am trying to do in Salesforce, and I am coming up on a lot of limitations within the platform, and I wanted to ask the best way to do what I am trying to ...
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1answer
716 views

How to get the Opportunity's page url?

I am trying to get the opportunity's page url, when new opportunity is created for each customer. While creating opportunity got the opportunity id,but how to get the Opportunity page's url? Does ...
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2answers
1k views

Copying custom fields from Contact to Opportunity

Is it possible to map any custom fields at the Contact level to an Opportunity via Process Builder or WFR? Or can this only be done via a Trigger?
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1answer
1k views

How to group picklist values in Custom (Sales) Path

everyone knows the standard Sales Path for Opportunities. The final stage in the Path is 'Closed'. When you choose this stage, you get a pop-upscreen where you can choose Closed Won, Closed Lost or ...
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1answer
118 views

Inserting contentdocumentlink in contentdocumentlink trigger throws errorDocument with ID: xxx is already linked with the entity with ID: xxx:

the requirement is when an file is added not uploaded to event that is associated with some opportunity, i want that file gets associated with opportunity as well And when we add a file "it somehow ...
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2answers
522 views

Primary campaign source field is not updating on Opportunity

I wrote an apex code to update the primary campaign source field on opportunity depending on the contact field Contact__c on opportunity. If the contact has an active campaign, then associate ...
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15 views

Opportunity Product Sales Price is triggering “arbitrary” update when we enable scheduling on the product

Here is the scenario: Quantity: 4 Sales Price: $100 Total Price: 400 Then when I add a Schedule with the following criteria: Revenue: $400 Installment Period: Monthly Schedule Type: Repeat Amount ...
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1answer
3k views

<b>An unhandled fault has occurred in this flow</b><br>An unhandled fault has occurred while processing the flow. Please contact your system

I'm trying to create the opportunity as shown in the screen shot, but when submits that I see the below error: Workflow Action Failed to Trigger Flow The record couldn’t be saved because it failed to ...
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0answers
14 views

Unable to get related data in apex when using dynamic SOQL [duplicate]

I have a requirement where I have to query certain fields dynamically based on a string that contains the fields. However, when trying to obtain the values, I get 'Invalid field' error. A simple ...
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0answers
17 views

Add/Remove Opportunity Team Members

As per Salesforce standard functionality- Opportunity Team Members cannot be created unless you are the owner of the Opportunity or are above the role hierarchy. But is this functioanlity can be ...
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1answer
995 views

Add Products to a New Opportunity

I have a trigger that is meant to fire when certain conditions are met on an edited Opportunity. The trigger is designed to create a new Opportunity using some values from the previous Opportunity. ...
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1answer
2k views

Validation rule to prevent account name change on opportunity

I am trying to write a validation rule to prevent users from changing Account name on the Opportunity once a value is present in a custom text field on that Opportunity. If I use ISCHANGED(Account....
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1answer
18 views

OpportunityTeamMember - customization

Is there a chance to modify links "Edit" and "Delete" in Opportunity Team Member Layout ? I mean whether we could remove eg "Delete" link ? Because when I delete some user I can click "Undo" but ...
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1answer
20 views

Find Prospects with more than 1 Closed / Won Opportunity in Pardot Salesforce

I want to assign Prospects with more than 1 closed won Opportunity to a dynamic list. How can we iterate on related Opportunities of Prospects and check if they are closed won and then assign to ...

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