Questions tagged [opportunity]

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

240 questions with no upvoted or accepted answers
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293 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 ...
3
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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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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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72 views

Donations (NPSP) duplicating to cloned contact records

We are using the clone function to duplicate contacts. We noticed when we do this and then add a donation record to one of the contacts (the original contact we cloned from for example), the donation ...
3
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0answers
163 views

Error while adding an product to an opportunity

When user tries to Add an Product to the opportunity record ,it throws an Error as : Currency null is not supported by this org. The price book which user is selecting is "Standard Price Book" . At ...
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720 views

How to populate custom field Opportunity object with details from Opportunity Contact role object?

Problem statement: Need to populate a custom field on Opportunity object with details from Opportunity contact role object. Is there a way to achieve this problem with out writing apex? I found this ...
2
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1answer
36 views

Why lookup reference Ids not cleared on deletion?

If I delete the quote record "Synced Quote" field on opportunity does not clear the value. Because of this any further update on Opportunity fails with "Invalid Cross Reference Id" exception. At ...
2
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1answer
2k 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 ...
2
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0answers
21 views

Scheduled Event invitees response template

When we add Attendees in an event then a email is sent out Template to Attendees Email Id. how can i track that template id and how to Modify that Event Response template. Based on that template id i ...
2
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0answers
83 views

Quote Creation without Use of Opportunity Object?

On pressing Quote Object tab, we are not provided in creating a new record like any other Standard Object (See image 2), then why is there a option in create new Drop-down on the left corner (See ...
2
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1answer
24 views

Inputting Opportunity for Leads

Pardon my question, which I'm sure is quite basic due to my level of knowledge. In my industry I respond and quote quite frequently to RFQ's (Request for Quote). They will become an Account only if ...
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119 views

Opportunity field HasOpenActivity does not exist

I'm experiencing an error similar to this. With the same Error message, but another field. This shows up on my packaged visual force page, which is querying Opportunity.getDescribe().fields Field ...
2
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1answer
150 views

Historical changes of the drop down list

I am trying to access the historical values for a drop-down-list custom field. From the GUI i know that it was changed on a specific date and currently it holds some value. But when i run a query ...
2
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0answers
72 views

How to resolve the problem of refreshing standard page multiple times until callout completes?

We are using opportunity custom button to populate the value of a field based on the response form future callout. In order to receive the value we had to keep refreshing the opportunity page until ...
2
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0answers
141 views

OpportunityContactRole security

In a nutshell, how from the REST API (outside the Apex wall here), can I tell I can create/edit/remove an OpportunityContactRole from scratch. Part I of the answer is I believe the ...
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0answers
34 views

How to Restrict Sales Rep users for not creating the Schedules

Can any help me out with this? I have a requirement where i would like to restrict few users Say As "Sales Rep Users" for not creating the Schedules .I mean their can create a Opportunity record with ...
2
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3answers
593 views

Non-technical: Can an existing customer be a lead?

This question is non-technical. It's more based on the principles of CRM and how SalesForce implements those principles: When talking about new customers and the sales funnel it's quite clear: Lead -...
2
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0answers
662 views

ERROR(Save Error: duplicate Alias: Name) when using Day_Only

I'm using the following SOQL query to populate a custom controller for our sales team to view their opps on the opp tab landing page. It works fine with CloseDate alone, but the field is returned as ...
2
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1answer
47 views

Problem with trigger execution on Opportunity batch insert

I've been dealing with this for a while now, and still haven't found a solution on the problem I am currently facing. So.. here is the situation. I have programmed a Trigger for the Opportunity ...
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0answers
313 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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0answers
148 views

Get Stages for Particular Opportunity Record Type via REST

So I need to get the Stages for a specific Opportunity Record Type (as defined by the associated Sales Process). Now I can get it by calling for the describe layout action on that record type and ...
2
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0answers
154 views

Code coverage is 70% and I get a DUPLICATE_VALUE issue

Code coverage is 70% and when I dive into the problems I get a duplicate error. Please help I am new to writing triggers. Thank you ahead of time! Problem on several Lines Message: [object ...
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0answers
80 views

Having a Visualforce page inside of a standard page results in duplicate main.js

I have a custom Visualforce page rendered inside of a standard page Opportunity in one of my layouts. I was researching some performance issues when I noticed that 2 main.js files are travelling down ...
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1k views

Customize Opportunity - Related List Stage History

I have a requirement where I need to add fields in stage history related list. Please help me.
2
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1answer
231 views

Salesforce Console Change Closed Opportunity Owner

I'm looking into how to change the owner of an opportunity through the Salesforce Console and a custom trigger. As of right now I understand that in order to be able to change closed opportunities of ...
2
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0answers
2k views

Editing child records when master is locked in master-detail relationship

When creating a custom master detail relation with oppty object I get to see the sharing setting, which is not available with standard out of box master-detail relation like quote and oppty. Does ...
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0answers
284 views

single sign on org and approval emails

The more and more I deal with SSO I am finding it requiring special care for existing OOB functionality. When we send out an approval email we send the link of the oppty record to the user and ask ...
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63 views

How to auto-sync a quote and an opportunity in Lightning?

For Classic this is an old question, which can be solved via an Apex trigger. This is the code that I am using now: trigger QuoteAutoSync on Quote (after insert) { Map<Id, Id> quoteMap = ...
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16 views

Why is Actual Revenue field wrong?

I've created an opportunity report using the Actual Revenue object, but the accounting department noticed that the amounts shown are consistently wrong by varying amounts. Where does that field get ...
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0answers
89 views

Selecting the Opportunity Price Book

I'm still fairly new to Salesforce Apex and trying to figure out how to select a price book from the opportunity. The reason being I have a trigger which adds in a product when the opportunity is ...
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58 views

Custom translation for Type in Stage Opportunity

Is that possible to translate this type of stage Open and closed
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50 views

How to populate value when trying to create record from quick create

I have a custom object (XYZ__c) lookup on Opportunity. When I am creating an Opportunity, I can create a new XYZ__c record from quick create on the Opportunity page layout. There is an Account lookup ...
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41 views

How to edit the UI of the Opportunity stages?

An opportunity record can go from 'Out for signature' to 'Closed' Or to 'Starting at Risk' on the Opportunity detail page. The UI does not do a good job in showing that so I would ideally like to show ...
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83 views

Test class error: System.NullPointerException: Argument cannot be null

Please help me on fixing this error in my test class @isTest private class ItemizedReceiptTest { static testMethod void testMethodPostive(){ Product2 prod = new Product2( Name ...
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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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69 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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0answers
26 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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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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0answers
217 views

Force “Stage” & “Probability” to Stay in Sync

I am fairly new to formulas and would like to write a validation rule that enforces the relationship between opportunity stage and probability (so that the two will always be in sync), but I only want ...
1
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1answer
248 views

Using BulkAPI, how to populate multiple objects? (Account, Contact, Opportunity)

My company is loading 3rd-party data into SalesForce using the BulkAPI (Python). This data is loaded into 3 SalesForce objects: Account, Contact, and Opportunity using 'upsert' method with Account ...
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0answers
569 views

How to change the record type of existing opportunities to another record type?

There are around 800 opportunities for which I want to change the record type of that opportunities. These 800 opportunities are related to different product books. when I change the opportunities ...
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0answers
170 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
287 views

How to display Quote line items discount in Items to approve

I have a requirement to display discount in Items to approve, Opportunity -------> Quote --------> Quote Line Item Now, Opportunity have Approval history related list and i need to display Quote ...
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0answers
15 views

Salesforce forcasts: Adjusted Total Not appearing for some users

While viewing opportunity forecasts, some users do not have the 'Adjusted Total' as highlighted in the picture. The Adjusted total enable users to have a detailed view of their opportunities. Is ...
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0answers
197 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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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
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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0answers
36 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages? Question on previous post

I just joined so I don't have access to comment on the link below. I created custom Contact and Opportunity home pages to get rid of the reports, links and Recently Viewed list. It works fine in the ...
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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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0answers
86 views

Opportunity Product Validation Rule Overinclusive

We use Relative Pricing code in our Org, which causes a recalculation of Opp. Prod Unit Sales Price if one of several fields are edited. For this example, let's say those fields are the Total Deal ...

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