Questions tagged [sales-process]
The sales-process tag has no usage guidance.
17
questions
0
votes
1
answer
20
views
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
0
votes
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"
"...
- 1,255
0
votes
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 ...
- 4,451
0
votes
0
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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 ...
- 1,367
2
votes
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 ...
0
votes
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 -> ...
- 2,586
0
votes
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 ...
- 1,520
0
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1
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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.
- 97
0
votes
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 ...
- 652
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 ...
- 3,220
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 ...
- 379
0
votes
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 ...
- 795
3
votes
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.
- 155
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 ...
- 153
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 ...
- 1,844
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 ...
- 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 ...
- 5,796