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24 views

Wrong Opportunity Stage Order in Report

A report I made is showing the wrong opportunity stage order. For example, "Complete" should be the final stage and it should be followed by "Arrival". The order is correct in the ...
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votes
3answers
75 views

Validation rule that includes multi picklist field

I need help with a Validation rule that basically says if Account Type = Customer, and you want to set Account Stage = On going, you have to make sure first that multi picklist field does not contain ...
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votes
1answer
41 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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votes
1answer
200 views

Bypass Required Field Missing error when Bulk Updating Opportunity Stage Name to Closed Lost

When bulk updating old Opportunities to 'Closed Lost' via Data Loader, some records failed to update with following error - Required fields are missing: [Custom_PickListField__c] How can i bypass ...
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votes
0answers
35 views

Best practices for tracking a custom object's event stream

I have a custom object that I am developing a staged progression for. For the sake of easy discussion, let's just go ahead and call this Object object which has a picklist field Object Stage. I have ...
4
votes
4answers
678 views

How to translate “Closed” in Opportunity?

How do I change the textual value of 'Closed' to "I like cheese" in English, and 「チーズが好き」 in Japanese? "Closed" isn't an actual stage, so it's not in the "Stage" picklist translations: And I've ...
0
votes
2answers
675 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 ...