Managing opportunities from Salesforce.com

You can manage opportunities from the Salesforce.com interface.

Deleting an opportunity

You can delete an opportunity in Salesforce.com if the opportunity does not have any quotes associated with it. However, if an opportunity has one or more quotes associated with it, deletion of the opportunity is dependent on the ValidateOpportunityDelete CPQ parameter setting. You can set this parameter to prevent the deletion of an opportunity if quotes exist for that opportunity.

When you attempt to delete an opportunity in Salesforce.com, the ValidateOpportunityDelete trigger checks the ValidateOpportunityDelete CPQ parameter setting to determine if validation should be performed:

  • If the check box for the ValidateOpportunityDelete CPQ parameter is clear (the default), no validation for the presence of associated quotes is performed and the opportunity is deleted.
  • If the check box for the ValidateOpportunityDelete CPQ parameter is selected, validation for the presence of associated quotes is performed. If the validation detects associated quotes, an error message is displayed and the opportunity is not deleted. The string for the error message is defined as a Custom Label so that it can be customized and/or localized. The default string for this error message is in English, and states, "Opportunity cannot be deleted because it has one or more Quotes created for it."

Changing an opportunity's accountId

You can update the AccountId field of an opportunity in Salesforce.com if the opportunity does not have any quotes associated with it. However, if an opportunity has one or more quotes associated with it, an update to the opportunity's AccountId is dependent on the ValidateOpportunityAccountChange CPQ parameter setting. You can set this parameter to prevent the AccountId field from being changed if quotes exist for that opportunity.

When you attempt to update the AccountId field of an opportunity in Salesforce.com, the ValidateOpportunityUpdate trigger checks the ValidateOpportunityAccountChange CPQ parameter setting to determine if validation should be performed:

  • If the check box for the ValidateOpportunityAccountChange CPQ parameter is clear (the default), no validation for the presence of associated quotes is performed and the update is allowed.
  • If the check box for the ValidateOpportunityAccountChange CPQ parameter is selected, validation for the presence of associated quotes is performed. If the validation detects associated quotes, an error message is displayed and the opportunity is not updated. The string for the error message is defined as a Custom Label so that it can be customized and/or localized. The default string for this error message is in English, and states, "Account cannot be changed because Opportunity already has one or more Quotes created for it."