Questions tagged [sales-process]

Question 1

When deploying a Path based on the Stage picklist for the Opportunity object I got this error: Picklist value is not supported

Question 2

THIS IS THE ISSUE: Q: Why are these stages showing? I only want "Gain Commitment" and "Lost-Closed". My Record in question's RecordType is set to "Lost-CLosed" "Lost-...

Question 3

Using LWC I made a custom progress bar in an attempt to replace the out of the box chevron progress bar tied to the Opportunity Stages for a Sales Process. What I need to do next is find out what are ...

Question 4

I am having a hyperlink field in Opportunity object as follows: Label : ObjectA Name Value : HYPERLINK('/'+ObjectA__c , ObjectA__r.Name) I want to use text value of hyperlink field in an email ...

Question 5

I have to remove Lead status value from sales path of the lead but not from Lead status picklist field. For example if lead status having picklist value: New Nurturing working Dead converted Then i ...

Question 6

I have a trigger on the Opportunity object and am required to process the record in the trigger if the opportunity stage is at a specific value or later in the sales process. new -> quoting -> ...

Question 7

I am following Trailhead tutorials (Sales Productivity) from the link : https://trailhead.salesforce.com/modules/sales_admin_maximize_productivity/units/sales_admin_maximize_productivity_unit_2. In ...

Question 8

is it possible to export the lead and sales processes in workbench? I would like to load the data in another org.

Question 9

I have a VF page where Opp. record types shows up, I want to have the stages to be shown based on the record type selection on that VF page. Record types have Sales Process where Opp. stages are tied ...

Question 10

This is what a typical sale looks like at our company: a customer contacts a sales person, requesting a quote for a number of products. These products are comparable, differing in e.g. brand or ...

Question 11

I would like to get the available stages for a specific opportunity sales process via code. BusinessProcess and RecordType objects are not connected to the OpportunityStage object. The code below ...

Question 12

I have a validation rule that doesn't seem to work. I think the issue is the Stagename field. I've tried the Stagename values with and without spaces. When I have a record that should meet the ...

Question 13

I want to create STAGE based chart in my salesforce org. Please find the screenshot for the sample.

Question 14

We have process in salesforce. 1. Sales Process - Opportunity 2. Support Process - Case 3. Solution Process - Solution 4. Lead Process - Lead Now we have record types and each record type must be ...

Question 15

Am I missing some sort of setting here? I know for a fact the 'Converted Status' on the Lead Process dictates the available Lead Statuses when converting a lead, and obviously SFDC's documentation ...

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Questions tagged [sales-process]

Error "Picklist value is not supported" when deploying Path

Opportunity Closed Lost Stage shows all open stages even not in my SalesProcess

[LWC]: Custom Progress Bar for Opportunity Stages for a Sales Process

Text value of a hyperlink field in email template

Remove Lead status from Sales path but not from Lead status field

determine opportunity stage "position" in the sales process

How to setup the Sales Reps Start Sending Email Through Salesforce

Is it possible to export Leads and Sales Processes

Specific Opportunity stages based on Sales Process linked to Opp. Record Types on a VF page

How to deal with partially won opportunities?

Get opportunity stages for specific sales process

Opportunity Validation Rule Will Not Fire

How to create a visual indicator of Stage on Opportunity record

Process and record types

Lead Converted Status Not Appearing

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