Questions tagged [sales-process]
The sales-process tag has no usage guidance.
14
questions
0
votes
0answers
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 ...
1
vote
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 ...
0
votes
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 -> ...
0
votes
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 ...
0
votes
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.
0
votes
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 ...
1
vote
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 ...
1
vote
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 ...
0
votes
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
votes
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
votes
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
votes
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
votes
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 ...
4
votes
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 ...
