New answers tagged opportunity
0
votes
Roll-Up Sum field - extend criteria
Because OpportunityLineItem.ProductCode is implicitly a cross-object formula field against Product2, it will not appear as a choice in the available filter fields for RSF
Options
OPTION 1 - Each time ...
- 66.8k
1
vote
Accepted
Add/Remove OpportunityPartner Role Values displayed in picklist?
There are all sorts of challenges with the OOTB Account/Opportunity Partners.
A mentally confusing setup of role and reverse role
The roles can only be defined /edited in Classic (as of V57)
You can'...
- 66.8k
0
votes
Report that displays only accounts that have open opportunities which have different opportunity owners
You can't do this with standard report filters. The easiest solution is probably to export all your open opps to a CSV and use Excel to set a single owner for each account's open opps.
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