Questions tagged [sales-process]

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189 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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1answer
816 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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2answers
351 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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1answer
179 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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1answer
72 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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1answer
129 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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2answers
218 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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1answer
2k 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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1answer
343 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 ...
3
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3answers
3k 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.
2
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4answers
4k 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 ...
2
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1answer
1k 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 ...
2
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3answers
607 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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2answers
1k 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 ...