Slaesforce FAQ

how to unlock an opportunity in salesforce

by Antoinette Collier Published 2 years ago Updated 2 years ago
image

Opportunity op= [Select someCustomField FROM Opportunity WHERE ID = : param.OportunidadeId]; op.someCustomField = 'Very important information not initially provided.'; Approval.unlock (op); update op; Approval.lock (Oportunidade); But I received the error below:

If you have the privileges you can edit a locked record in two ways: 1. Hit edit, make the changes and save 2. Hit Unlock record, make the changes and save Now, if you hit the "Unlock record" button there's no way of locking the record again leaving the opportunity open for everyone to edit.

Full Answer

How do I unlock a submitted opportunity for approval?

The business requires Opportunities submitted for Approval in the "Signed and Submited for Approval" stage to be unlocked. Currently in the UI when you do this it locks the record and places an unlock button that allows you to unlock the record only if you have an admin profile/modify all permission.

When is a record locked/unlocked in Salesforce?

The stage at which a record is locked/unlocked can be defined when the approval process is created. From your screenshot it looks like you haven't provided for the record to be unlocked once the approval is given.

Where is the Salesforce office in San Francisco?

Salesforce.com, inc. Salesforce Tower, 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States English Select Org Select OrgEnglish Français Deutsch Italiano 日本語 Español (México) Español 中文(简体) 中文(繁體) 한국어 Русский Português (Brasil)

image

How do I unlock a locked record in Salesforce?

go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex. Let's consider an example CPQ Quote object, to unlock records.

How do you unlock a field in Salesforce?

If you are a System Admin or have access to object layout then click on setting icon on field which looks locked and then remove uncheck required checkbox from it.

How do I lock an opportunity in Salesforce?

Simple, you just need to setup an Approval Process for an object and set the criteria for the record to enter the approval process (In our example, the criteria is Opportunity stage is 'Negotiation'). Once you set the initial criteria, the Initial Submission Action will include Record Lock. That's it.

What are open opportunities in Salesforce?

Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they're for, who the players are, and the amount of potential sales. If your Salesforce admin has set up leads in your Salesforce org, an opportunity is created when a lead is converted.

Who can unlock a record in Salesforce?

system administratorsA button labelled 'Unlock record' will be visible (only)to system administrators and only they can unlock a record locked by an approval process.

What is locking in Salesforce?

So when someone “asks” Salesforce to update a record, Salesforce first locks the record so no one else can update it until the lock is released. If someone tries to (asks for an) update the record while it's locked, Salesforce will try up to 10 times to obtain a record lock, before giving up, and throwing an error.

How do you make a field non editable in Salesforce?

Salesforce Classic:Click on Setup | Manage Users | Profiles.Open the Profile for which the permission will be removed.Navigate to Profile | System permission.Deselect the option 'Edit Read Only Fields'Save.

How do I stop a record lock error in Salesforce?

The more detail records you have, the more likely that these will be edited by users, causing the parent record to be locked....To prevent this, you can do either of the following:Reduce the batch size.Process the records in Serial mode instead of parallel, that way one batch is processed at a time.More items...

How do I lock a record in Salesforce SOQL?

To lock records, simply use the FOR UPDATE keywords in your SOQL statements. You do not have to manually commit the records so if your Apex script finishes successfully the changes are automatically committed to the database and the locks are released.

How do I see all open 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 change the status of an opportunity in Salesforce?

Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'

How do I edit opportunity fields in Salesforce?

Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9