Bulk create opportunities?

[Brian Madden]

Is there a way to create a bunch of opportunities at once? I have hundreds of accounts, and I would like to sell something to all our accounts of one "type." So ideally I would hit a button and then I'd see 100 opportunities appear in the opportunities tab, one for each account.

Is this possible? Or is there a much easier way to do this that I'm missing?

Thanks,
Brian

[JohanLiljegren]

If your org has access to use the API, you could do this in an S-Control (or possibly using Apex, or a combination) but I would rather do the following instead:

1. Create a report that lists all of the Accounts you want to add Opps to. Be sure to include the Account ID field
2. Export it to Excel
3. Decide which fields you want to populate on the Opportunities created and create a column for each of those and then fill them in with values
4. Use the Apex Data Loader to upload this into SFDC
   

If you don't have API access, I don't have any ideas.

Regards
//Johan

[Brian Madden]

Hi Johan,

Thanks for that idea! Unfortunately, we are a 4-person company, so we're using the Group edition. And I don't want to upgrade to enterprise just for this feature!

I would think that my request is somewhat standard, because I just can't imagine that what we want to do is so hard? Then again, at this point it seems that our old Excel spreadsheet method is easier (and cheaper) than salesforce, so maybe I'm barking up the wrong tree?

So thanks anyway! Does anyone else have any ideas?

Brian

[MaytenMadison]

Group Edition has access to the Excel Connector?  If so you can do the same thing using the Excel Connector.  I know it's available for Professional Edition so perhaps it's available for Group as well.

[tannershamrock]

Does Group edition have access to s-controls?  If so, you could make a "mini-app" with an s-control that you basically fire off whenever you want that would loop through all accounts and create Opportunities for it.

- Tanner Shamrock