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3 questions
-1
votes
1
answer
336
views
Opportunity Object - Price Book Lookup is always blank
When an opportunity has a new quote created, and a product (quote line item) is added to that quote, there is a dialog box that pops up and asks you to select a price book:
After selecting this price ...
2
votes
1
answer
411
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
votes
3
answers
2k
views
How to deal with partially won opportunities?
This is what a typical sale looks like at our company: a customer contacts a sales person, requesting a quote for a number of products. These products are comparable, differing in e.g. brand or ...