On the Opportunity, press the Edit button. You may also modify a field by hovering your cursor over it. If a pencil icon appears to the right of the area, double-click it to change it.
Why can't I edit the amount field on an opportunity?
On certain Opportunity records, you will notice that you are unable to edit the Amount field; when hovering over it, you will see a lock icon. The Amount field is locked when the Opportunity has related Products. For Opportunities with Products, the amount is the sum of the related Products.
How do I change the amount for an opportunity that contains products?
To change the amount for an Opportunity that contains Products, edit the Sales Price or Quantity of the related Products. Add and Edit Products on Opportunities. Was this information helpful?
How to get the total price from a custom field?
You could use a workflow rule that fires everytime the product is edit that will take your custom fields and overwrite the value of UnitPrice and Quantity -- or the Total Price. The total price will roll up to the Amount field the opportunity.
How do I edit the opportunity page layout?
Try click "Edit" on Opportunity Page Layout, and click the spanner icon on the Product related lists. You should be able to select which fields to display on the opportunity page. Thanks, Raj but that's not quite what I need. That adjusts the fields in the related list view.
How do I change the opportunity amount in Salesforce?
You cannot directly edit the amount unless the opportunity has no products. To change the amount for an opportunity that contains products, edit the sales price or quantity of the related products.
What is Amount Per opportunity in Salesforce?
To measure ASP with Salesforce data, take the sum of the Amount from closed won opportunities that have a close date in the period you are looking at, and divide by the number of opportunities won that have a close date in the period you are looking at.
How is Amount field calculated in Salesforce?
Amounts are often calculated as Quantity * Sales Price for each product. Each answer is then added to make the grand total of the Amount field value. If you wish to make modifications, you must add another Formula Field to influence the changes in Amount field values.
How do I add a field to an opportunity in Salesforce?
From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities. Click New. Tip On custom objects, you can also set field dependencies and field history tracking in this section.
How do you calculate opportunity count?
Opportunity Win Rate measures how many opportunities you won, divided by the total number of opps created. To calculate opportunity win rate, divide the number of closed won deals in a particular time period by the total number of opportunities you created in that period.
How do I edit an opportunity team in Salesforce?
To edit team roles, first enable opportunity teams.In Setup, use the Quick Find box to find Team Roles.Edit the picklist values for team roles to follow your business process.Save your changes.To update a changed picklist value globally, in Setup, use the Quick Find box to find Replace Team Role.
How is total price calculated opportunity product Salesforce?
The Total Price of each line item (Product) is calculated as follows (UnitPrice * Quantity)* Discount.
How is total price calculated?
The formula for finding this is simply fixed costs + variable costs = total cost. Using the examples of fixed costs and variable costs given above, we would calculate our total cost as follows: $2210 (fixed costs) + $700 (variable costs) = $2910 (total cost).
How do I add a calculated field to a Salesforce report?
Edit or create a report.If necessary, group report data. ... From the Fields pane, in the Formulas folder, click Add Formula.Enter a name for your formula column. ... From the Format dropdown list, select the appropriate data type for your formula based on the output of your calculation.More items...
How do I create a custom field?
Setup ->Build -> Customize ->select object-> Click on field-> Go to the custom field and relationships-> click on new button and create your custom field. Setup->Build->create->object->select object-> Go to custom field and relationship and create your field in custom object.
How do I add values to a custom object in Salesforce?
Required Editions and User PermissionsClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you're prompted.Enter values in the fields. ... Save your changes, when you finish entering values for your new record.
How do you create an opportunity field?
0:001:13How to create a custom formula field, in opportunities page, for ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipOn customized click on customize your opportunities tab click on to add a custom field toMoreOn customized click on customize your opportunities tab click on to add a custom field to opportunities. Click on new and the opportunity custom fields in relationships.