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Default error comes when i Open Opportunity quick create

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

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2 Answers

  • Best Answer
    Posted on Jul 07, 2014 at 12:22 PM

    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

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 07, 2014 at 12:04 PM

    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

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