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We use @Classy for Salesforce for events. When a ticket is purchased via Classy, the sync creates an opportunity in SF with an opportunity product for the ticket. This is working fine, but we recently ran into an issue when we needed to change the ticket price for an individual.

 

We were able to edit the sale price of the product successfully to $350, which updated the opportunity amount as expected. However, some time later, my team wanted to change it again to $500. I don't know what they did, but instead of changing the amount to $500, they added a $500 fee adjustment product so the opportunity amount became $850. 

Is there any way to adjust the Amount of an opportunity that uses products after it's closed?

At some point in this process, the opportunity was marked as closed--I don't know when. After that, all attempts to adjust the sale price on an existing product triggered the creation of a new one to keep the total at $850. It kept getting messier and messier! I tried changing the stage from closed to open, so we could make edits, but that didn't work.

 

We ended up creating a new opportunity from scratch and writing off the messy one. Is there a way that I could have edited the sale price after the opp was closed? a permission or setting, perhaps?

 

thanks!

 

#Opportunity Products  @* Sales Cloud - Best Practices *

2 respostas
  1. 24 de out. de 2024, 18:58

    Thanks for your thoughts, @Jonelle Caldwell. I checked the opportunity and opp product objects for validation rules and other restrictions and found nothing. Generally, I can move an opportunity back from closed to an open stage, but not in this case. 

     

    I did try editing each line item with the dropdown and as a list and, either way, any change I made was countered with an auto-generated line entry to assure the value didn't change. It was infuriating!

     

    I ended up deleting the opportunity and starting again!

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