Slaesforce FAQ

how to search by opportunity id in salesforce

by Veronica Johnson III Published 2 years ago Updated 2 years ago
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So for an opportunity, 1) Query all OpportunityLineItems where the OpportunityID = the id of your opportunity "Select Quantity, ServiceDate, UnitPrice, PriceBookEntryId From OpportuntityLineItems Where OpportunityId = 'an id value'". (You can retrieve more detail items as necessary).

Full Answer

How to get the account associated to an opportunityid?

In controller after fetching Opportunity Id, Use this query to fetch the associated account. Select Id, account.name from Opportunity where Id =: OpportunityId ; Please try to update your Controller like below.

How do I get the 15-digit and 18-digit record IDs in Salesforce?

To read more about the difference between the 15-digit and the 18-digit record IDs, please review Unique Record IDs in Salesforce. Click Setup. Under 'Build,' click Customize | click the object of your choice | Record Types. Click the Record Type name and inspect the URL to get the ID. Click the gear icon. Click Setup. Click Object Manager.

How to get all open activities related to an opportunity?

1) You have Opportunity id, then query all the Open activities related to that Opportunity. 2) And in page take another pageblock table to show Open activities record. 3) On button click just rerender #2. You need to sign in to do that. Need an account?

How to add custom fields to opportunity and line item objects?

Not only that, there is custom fields in Opportunity and line item objects that needs to be factored in. Select Id, Name, x, y, z, a,b, c, (Select Id from OpportunityLineItem), (Select ContactId from OpportunityContactRole)

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How do I search for opportunities in Salesforce?

How to: View Your Opportunities in Salesforce.comClick on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)Click the “View” drop down list below.Click “New This Week,” “Won,” etc.More items...

How do I search by ID in Salesforce?

3:094:07Find the ID of an Object in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick. The record type tab and click the record type label name here. There will be only one 18MoreClick. The record type tab and click the record type label name here. There will be only one 18 character set since standard objects display the name of the object.

How do I find an opportunity owner in Salesforce?

Click Your Name | Developer Console.Hit the Query Editor tab.Write this Query - SELECT Id, Owner.Name, OwnerId, Name FROM Opportunity.Run it.And you should see the results right there.

How do I follow an opportunity in Salesforce?

Click the button to see options for following the person or record and for adding it to a new or existing stream. To follow the person or record from the menu, click What I Follow. Note You can find streams in Lightning Experience on the Chatter home page.

How do I find the 18 digit ID in Salesforce?

Go to Setup | Object Manager | Object name | Fields & Relationships.Click New.Click the Formula radio button and click Next.Click the Text radio button for 'Formula Return Type. 'Input the following formula into the Formula Editor: CASESAFEID(Id)Set Field Visibility, add, or remove from the page layout.Click Save.

How do I find the 15 digit ID in Salesforce?

Follow the below given steps to convert 15 character IDs to 18 character IDs for any record:Go to Setup | Customize | Object Name | Click Fields. ... In the related list “Custom Fields & Relationships” click New.Click the Formula radio button.Click the Text radio button for “Formula Return Type.” (Return type: Text)More items...

How do I search all in Salesforce?

In Salesforce Classic UI: After performing a Global Search, click Search All to search across all items using your current search terms. Hover over an object in the results list and pin the object in order to have it returned in initial object search results each time..

How do I search for an object in Salesforce?

To expand the search to other objects in Salesforce Classic, click Search All at the bottom of the list of objects in the left column within search results. If you don't see the 'Search All' option, global search doesn't have enough information about which objects you use, and results already include all objects.

Where is global search bar in Salesforce?

Your search for records begins with the global search bar at the top of each page. From here, you can find any searchable object in Lightning Experience. From the moment you click the search bar, search starts delivering results.

What is feed tracking in Salesforce?

Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren't posted to What I Follow. Users can see those updates in their profile feeds.

What does it mean to follow an opportunity in Salesforce?

Description. The 'Follow' button lets users see activity such as field changes, posts, tasks, and comments on records directly in their Chatter feed.

What do I follow feed?

Users will see FTCs in their 'What I Follow' feed for the people and entities that they follow but not for the changes that they make themselves. Users can review the FTCs that result from their own actions in their Profile feed.

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