To request the 'Supply Default Opportunity Line Item Values' feature for your organization, have your system administrator submit a Case to Salesforce Customer Support using the click path Feature Activation > Other Features > Activation with your request, include the ID for the organization where the change should be made and confirm that you understand the following details related to its activation and use:
How to update opportunity fields in Salesforce?
2.select Opportunity Object. Click Next . d.Field (Opportunity:Created Date) - Operator (Not Equal To) - Value ( ) keep the value blank/empty. Click Save & Next 4.in Immediate Workflow Actions section. Click on Add workflow Action. Select Field Update. 5.a.Fill Name Field. b.Field to update - Select Opportunity < (first Dropdown).
What is the default stage when an opportunity is created?
Now whenever opportunity is created, the default stage is your First Stage which u had selected. The last solution worked for me, except in the case that someone creates an opportunity upon Lead Conversion.
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?
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 you set default value for opportunity stage?
Unfortunately, you cannot set default value for Stage field on opportunity. Kindly review Idea and vote for this feature.
How do I change opportunity amount in Salesforce?
From the help: For opportunities with products, the amount is the sum of the related products. 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.
Can we set default value to standard field in Salesforce?
To set the default value of a field: Select the field. Click Configure in the Properties pane. Select the source of the default value.
How do I set a default field in Salesforce?
Default field values automatically insert the value of a custom field when a new record is created. You can use a default value on a formula for some types of fields or exact values, such as Checked or Unchecked for checkbox fields. After you have defined default values: The user chooses to create a new record.
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 the Amount field calculated 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 set default value for standard picklist in Salesforce?
Click the Editlink next to the Status Value to be set as default. Select “Make this value the default for the master picklist“, if any other value selected as default prior, it will be reset automatically.
How do I change the default value in Salesforce flow?
Salesforce will automatically pass the Contact Id to the recordId variable.Click Setup.In the Object Manager, type Opportunity.Select Buttons, Links, and Action, then click New Action.Input the following information: Select Flow as Action Type. Select Default value for Dynamic Record Choice as Flow. ... Click Save.
How do I set default value in lightning component?
0:006:06How to Set Default Values When You Create a New Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipSo if you always want the value to be defaulted no matter where they click to create a new record orMoreSo if you always want the value to be defaulted no matter where they click to create a new record or how the new record was created you'd actually want to just set a default. Value right at the field.
What is the default value of number field in Salesforce?
Number Field: Default Value != 0 | Salesforce Trailblazer Community.
What is default on in Salesforce?
Default On: Show the tab by default for users with this profile. Individual users can override this setting for their login. Default Off: Hide the tab by default for users with this profile. Individual users can override this setting.
Which request gets the default values to create a record?
Get the default values for fields for a new record of a specified object and optional record type. After getting the default values, make a request to POST /ui-api/records to create the record.