Wednesday, September 17, 2014

Similar Opportunities in Salesforce?

How to find similar opportunities in salesforce with specified criteria?

1. Go to Customize --> Opportunities --> Similar Opportunities.

2. Enable Similar Opportunities and Save.

3. Add the Similar Opportunities related list.

4. Click "Find" button to find Similar Opportunities.

5. Select the Opportunities and click "Bookmark" button.

6. Go to the record to view it.



Scott Darling said...

do the returned results link to the opportunity record and allow the "Finder" to open that oppty?


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