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#Opportunity0 discussing

Is there a way to programmatically convert an existing Opportunity to an Amendment Opportunity? I see that there is an "Amend Contract" button on the Opportunity that allows a user to do this manually. I see there is a way to create a "new" amendment using the CPQ API, but was wondering if there was a way to convert an existing one to an amendment.

5 comments
  1. Apr 30, 2025, 8:19 PM

    @Scott Santarromana

      Did you ever figure out how to get the Amend API  create just the quote record for an existing Opportunity?  We can't use the OOB Amend Contract action from the Opp since it will take the user to the QLE (we are using a custom configurator UI instead).   We are using the Amend API from Account and that works well, but creates a new Opp each time.  We have a use case to allow additional non-primary quotes under an amendment opp for purpose of comparative quoting but we don't want to add the duplicated $ into our forecast pipeline.  

     

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🎉 Thanks to our Forum Ambassador @Ruchit Patel 😍 for an awesome write-up on: How to create a validation rule to enforce approval on opportunity before it can be marked as Closed Won >> https://sforce.co/4bvxpvS Click to learn more! 

 

We would love to hear your feedback on our article. Please take a moment to let us know by clicking on the "Yes" or "No" button below the article.🎉 Thanks to our Forum Ambassador 😍 for an awesome write-up on: How to create a validation rule to enforce approval on opportunity before it can be marked as Closed Won >> Click to learn more! We wou #Opportunity #Sales Cloud

 

 

1 comment
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1 answer
  1. Jun 20, 2024, 7:09 PM

    @Jose Quintana Maza An opportunity owner has to be a user with Salesforce license setup in your org.

     

    If you've remaining licenses you can create a new user and make them the opportunity owner.

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Hello Members

I’m looking for salesforce opportunities. I’ve covered most of the modules and also completed 100% in Journey2Salesforce Trailmix. Any suggestions on what should I do next?

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1 comment
  1. Dec 3, 2023, 6:24 AM

    Hi @Yeswanth Tammana, I think now you should start exploring opportunities in the market with the help of linkedin. At the same time keep practicing  on the dev orgs, in order to enhance you knowledge and skills. 

     

    Keep completing trails, quests and superbadges.  Find yourself a study buddy, if possible. And also start preparing for the certification exam.

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Hello,

There is requirement to have different Opportunity Product record page, where field visibility should be controlled by Opportunity Record Type.

Dynamic Forms not available in Opportunity Product record page, no option for creating custom action, unable to use accordion.

Requirement: 

Opportunity record Type = X, some fields must be required on Opportunity Product Layout

Opportunity record Type = Y, same fields must be not required and some additional fields to display on Opportunity Product Layout.

 

Suggest me possible ideas.

#Salesforce Admin #Opportunity #Salesforce CPQ & Billing #Sales Cloud

5 answers
  1. Dec 22, 2022, 11:44 AM

    @Jayaprakash . Looks like Record Type is still not supported in Opportunity Product. It is an open item in ideaexchange

    Opportunity Products record types | IdeaExchange (salesforce.com)

     

    You can follow this workaround if it meets your business requirement:

    Opportunity record Type = X, some fields must be required on Opportunity Product Layout---->> create validation rule for the required fields on OP object

    Opportunity record Type = Y, same fields must be not required and some additional fields to display on Opportunity Product Layout.---->> above validation rule should not be applied if opportunity record type !=X. Regarding additional fields to display on OP, ight now these fields will be displyed with blank value 

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Hello,

 

I'm having 2 record types on the Opportunity, respective 2 Sales Processes, and respective 2 Sales Paths. Opportunity.Stage field is involved in both Sales Paths.

 

In both Sales Paths, the last instance is 'Closed' and after action: Mark Stage as Current, the pop-up window appears thereby Default and is marked 'Closed Won'.

 

If a user tries to change it to 'Closed Lost', the whole set of values defined in the Sales Path is shown. So technically, the user can revert it to some of the previous Stage values.

 

Hello, I'm having 2 record types on the Opportunity, respective 2 Sales Processes, and respective 2 Sales Paths. Opportunity.Stage field is involved in both Sales Paths.

I want to remove the previous values (Potential Interest, Offer Presentation, and Follow up) just from this pop-up window - not from the whole Sales Path!

So when a user wants to mark 'Closed' as the current Stage, only the 'Won Opportunity' and 'Lost Opportunity' are shown. (This is just a translation for 'Closed Won' and 'Closed Lost', respectively)

 

Is this possible to configure? So no code/screen flow are the options. I'm not developer and I should do it just by simple setup - if possible...

 

Thanks!

#Sales Path #Guidance Paths #Opportunity #CRM Configuration

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Salesforce How-To Thursdays - Tracking How Many Times an Opportunity is Pushed!

In this how-to, we are going to create a simple counter that tracks how many times an Opportunity has been pushed.

Playing on the competitive nature of your sales reps, we'll also be creating a dashboard that tracks these pushes...you don't want to be listed on it!

We'll use Flow to track the pushes, build a report on them, and a dashboard component to tie it all together.

Watch it here:

https://www.21knots.com/resources/opptypushcount

 

#Opportunity #Flow #Project #Reports & Dashboards #Automation

1 comment
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