Default error comes when i Open Opportunity quick create

[dhruv_mehta]

Dear all,

When i open quick create of opportunity via account.

We get an error message. Is there something i am missing in scoping?

Error Message : Please enter a party with role Sales Unit.

Regards,

Dhruvin

[ankurgodre · Accepted solution]

Hello Dhruvin,

The default error is nothing but an employee (owner) who is not assigned to a Sales Unit.

You can either assign the employee responsible to a Sales unit under the Organizational Management workcenter which will enable automatic population of the Sales unit when you are creating an Opportunity and assigning an owner & you shall not get this error anymore.

OR

If you do not want to do this then while creating an opportunity you can assign an owner & select a Sales Unit under Opportunity creation screen for this owner which shall remove this error.

Hope this helps!

BR

Ankur

[former_member3555 · Accepted solution]

Thanks, Ankur!

[dhruv_mehta · Accepted solution]

Thanks i will try and post about it! thanks for ur valuable inputs

[Former Member · Accepted solution]

Thanks Ankur

[Former Member]

The user (employee) who wants to create opportunity is not assigned to any sales unit in org structure. If you;re using one of the demo tenant, please check the org strucutre for one of the assinged employee's login & try again.. Lemme know if u wereable this time.

With Regards,
Rahul