Skip to main content
Topics#Data ManagementPregunta de Chris Pricola
Chris Pricola (MediaMax Network) ha preguntado en #Data Management
28 nov 2017, 19:18

Converting Existing Opportunities to Use Opportunity Products

We are currently working on a transition plan to begin using opportunity products in our org, but need to decide how to handle existing opportunity records that were created before the change takes place.  Is there an easy/manageable way to make this change and convert existing opportunity records so that all reporting is still functioning?  

 

We currently use two different opportunity record types in our org, one labeled "Print" and one labeled "Digital."  Those were used to separate revenue associated with each of those divisions.  Instead of continuing with this setup, we are going to use opportunity products to separate the revenue for the two divisions.  What I will need to do is convert the existing Oppty records under the "Digital" record type to a "Standard" record type that uses a "Digital" oppty product to show revenue.

 

Any pointers or suggestions are greatly appreciated!  
1 respuesta
  1. Ed Ruzol
    29 nov 2017, 22:53
    Hi Chris,

     

    You can use a mass update tool like dataloader to mass update the Opportunity record type and Opportunity Products. The challenge here would be updating filters on all the reports you have if you were previously using record type as filters. If you are looking for a way to mass update report filters, I believe you can use Force.com IDE. Here is a feature request regarding this:

     

    https://success.salesforce.com/ideaView?id=08730000000kctMAAQ

     

    Thanks!
Escribir una respuesta...
0/9000