Questions tagged [sales-process]

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Error "Picklist value is not supported" when deploying Path

When deploying a Path based on the Stage picklist for the Opportunity object I got this error: Picklist value is not supported
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1 answer
388 views

Opportunity Closed Lost Stage shows all open stages even not in my SalesProcess

THIS IS THE ISSUE: Q: Why are these stages showing? I only want "Gain Commitment" and "Lost-Closed". My Record in question's RecordType is set to "Lost-CLosed" "...
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2 answers
1k views

[LWC]: Custom Progress Bar for Opportunity Stages for a Sales Process

Using LWC I made a custom progress bar in an attempt to replace the out of the box chevron progress bar tied to the Opportunity Stages for a Sales Process. What I need to do next is find out what are ...
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611 views

Text value of a hyperlink field in email template

I am having a hyperlink field in Opportunity object as follows: Label : ObjectA Name Value : HYPERLINK('/'+ObjectA__c , ObjectA__r.Name) I want to use text value of hyperlink field in an email ...
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2 answers
3k views

Remove Lead status from Sales path but not from Lead status field

I have to remove Lead status value from sales path of the lead but not from Lead status picklist field. For example if lead status having picklist value: New Nurturing working Dead converted Then i ...
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2 answers
936 views

determine opportunity stage "position" in the sales process

I have a trigger on the Opportunity object and am required to process the record in the trigger if the opportunity stage is at a specific value or later in the sales process. new -> quoting -> ...
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1 answer
560 views

How to setup the Sales Reps Start Sending Email Through Salesforce

I am following Trailhead tutorials (Sales Productivity) from the link : https://trailhead.salesforce.com/modules/sales_admin_maximize_productivity/units/sales_admin_maximize_productivity_unit_2. In ...
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1 answer
427 views

Is it possible to export Leads and Sales Processes

is it possible to export the lead and sales processes in workbench? I would like to load the data in another org.
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1 answer
190 views

Specific Opportunity stages based on Sales Process linked to Opp. Record Types on a VF page

I have a VF page where Opp. record types shows up, I want to have the stages to be shown based on the record type selection on that VF page. Record types have Sales Process where Opp. stages are tied ...
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2 votes
3 answers
1k 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 ...
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2 votes
1 answer
3k views

Get opportunity stages for specific sales process

I would like to get the available stages for a specific opportunity sales process via code. BusinessProcess and RecordType objects are not connected to the OpportunityStage object. The code below ...
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1 answer
511 views

Opportunity Validation Rule Will Not Fire

I have a validation rule that doesn't seem to work. I think the issue is the Stagename field. I've tried the Stagename values with and without spaces. When I have a record that should meet the ...
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3 answers
4k views

How to create a visual indicator of Stage on Opportunity record

I want to create STAGE based chart in my salesforce org. Please find the screenshot for the sample.
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3 votes
4 answers
6k views

Process and record types

We have process in salesforce. 1. Sales Process - Opportunity 2. Support Process - Case 3. Solution Process - Solution 4. Lead Process - Lead Now we have record types and each record type must be ...
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2 votes
1 answer
2k views

Lead Converted Status Not Appearing

Am I missing some sort of setting here? I know for a fact the 'Converted Status' on the Lead Process dictates the available Lead Statuses when converting a lead, and obviously SFDC's documentation ...
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2 votes
3 answers
1k views

Usual Process for lost leads

What happens to 'lost' leads in most companies? I understand that a 'won' lead gets converted to an account/contact and possibly opportunity, but what constitutes a 'lost' lead is unclear. Are they ...
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  • 615
4 votes
2 answers
2k views

RecordType Label Error: Duplicate Values Not Allowed

I deployed a new RecordType to an Opportunity (where other RecordTypes/Sales Processes already existed). I notice that my RecordType, when selected on a new Opportunity, returns bad data for my Stage ...
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