#Opportunities0 discussing

We want to import hundreds of forecasted opportunities for 2022 but cannot figure out the best way to import the data. 

Should we use the data loader? Any tips?   #NSPS #Best Practices #Data Management #Data Import #Opportunities

Hi my awesome Salesforce Trailblazers!

I’m trying to use a Flow that triggers off an Oppty when it is set to Stage = Closed Won and then use a loop to find additional Oppty Records that have the same Property, Account, and Close Date listed, then from there, I want the flow to uncheck a Checkbox Field called Send Welcome Email on any additional Records that match the triggering Record’s Fields (listed out above), so that an Email Alert only gets triggered to send once vs. multiple times to the same Account.  Please help!  I’m at my wits end!  

Example: An Email went out and it sent 5x because there’s 5 different Opptys (bc it’s 5 separate Rooms), but it’s all for the same Account…  so it’s 1 trip for 1 person, but they booked multiple Rooms, so there’s multiple Opptys and I’m trying to solve for this with a Flow.

Thank you for your help in advance!

#Flow  #Loop Variable  

#Sales Cloud  #Flownatic

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Hello everyone, I'm Kevin, a Functional Consultant who recently relocated from New Zealand to Melbourne after working with Merkle Aotearoa. Currently seeking new opportunities to collaborate on projects and grow professionally. If you have any openings or projects where my skills could be valuable, feel free to message me directly. Looking forward to connecting at future User Group Meetups. Let's connect! #FunctionalConsultant #ProfessionalGrowth #Opportunities #Collaboration 🤝 

Email: kevinkaifoto@gmail.com

Hello, 

I have a problem displaying an action on the opportunities layout. I created a "New project Hourly Rates" action which I assigned to the Opportunities page presentation. I paid attention to ensure that the assignments of pages to profiles were correct but the action is not visible even though I added it to the "Salesforce Mobile and Lightning Experience Actions" section of the layout opportunity yet I don't see the action. If the information can be useful: even when we modify the arrangement of actions it is not seen

Best Regards,

El Moumni Rayane

#Opportunities  #Salesforce  #Actions Buttons  #Lightning Experience

Has anyone encountered the requirement to change the label of opportunity stage names picklist values?

For instance, changing 'Qualification' stagename to 'Discovery'?

I'm considering two approaches:

1) Creating a new stage called 'Discovery' and using the 'Replace' function to switch existing 'Qualification' records. However, I'm concerned about the impact on reports, especially those tracking stage duration, and the effort of updating metadata across the org.

3) In ideaexchange article somone have suggested to use  Translation Workbench, but I'm unsure about the implications. The positive is that it doesn't require changing the API name, thus avoiding metadata changes and report issues. What potential negatives could this hold?

Any leads are appreciated!!

Thank you

@SalesCloud (情)システム管理者2

#Salesforce Admin

#Opportunities

Working on a Demo org focused on ticket sales for live events. within the org I would have multiple events. with each events having multiple tickets to be sold.

I want to set up a parent opportunity to represent the event which looks at the whole of the event. I then want to set up a child opportunities that represent the various transactions in the sales of those tickets.

my question is how do I do that? everything I have found in regard to this involves partner opportunities. I'm not sure if that's exactly what I am trying to do. really don't want to go to far down this road to find out what I am trying to do is somewhere else.

#Trailhead Challenges  #Opportunities

#Opportunities  #Access Opportunity Line Items

So you know how the Last Modified Date field on the Opportunity record indicates the last modification made to either the Opportunity record itself or any related records. How do I get a field that indicates the last modification made to just the Opportunity record itself and ignoring any modifications made to the related records. Is there already a field like that? Or do I need to create a new field and create a flow that's triggered by an update to Opportunity and update that field there?

#Opportunities

Hi!

We have a custom object, Forecasting, created from the Opportunity object. 

There are 4 fields from the Opportunity that are also on the Forecasting we need to copy over.

I've mapped those to copy over via Flows, but when we create a Forecast from an Opportunity, the fields don't populate. They only populate if we then go back to the Opportunity and Edit/Save. 

The flow runs from Opp to Forecast because we need the Opp fields to carry to Forecast, but I can't figure out how to have the fields populate from Forecast creation. Any thoughts?

#CRM Configuration  #Flow  #Custom Fields  #Custom Objects  #Opportunities