Is it somehow possible to implement a process based on TASK creation, that accesses information on a related opportunity (if present)?
How can I use the salesforce api to get a list of opportunities such that each opportunity contains it’s opportunity line items?
I have 2 user profiles: internal user and partner user (partner portal). I want to have separate behaviours when each user clicks on the Opportunity New button, to create a new opportunity:
I have a global class that creates an Opp from a custom lead conversion button.
The problem is that the button works to convert the lead to an Opp but it does not open the Opp. I get an error message that “that URL does not exist”.
How do i query for all opportunities which has the type “Closed/won” on opportunityStage not the stage “Closed/Won”. We have a few stages which are of Type Closed/Won but not with the stagename as closed/won