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Category: Opportunities

All Opportunities Articles.

How to delete an Opportunity using Flow?

10/08/202010/08/2020 Divyesh Ardeshana

Flow: Flow is an automation process in Salesforce where businesses process by collecting data and perform next automatically process. We will delete an opportunity when Opportunity close lost. We will delete an opportunity when it will close lost. Let’s set up READ MORE

Flow, OpportunitiesLearn Salesforce, Lighting Experience, SalesforceLeave a comment
Rating Process Builder

How to configure Opportunity Rating using Process Builder?

28/01/201723/03/2018 Divyesh Ardeshana

Opportunity Rating : Ones you enter / update / modify opportunity’s amount your Opportunity Rating will update automatically using Process Builder. Advantages for Opportunity Rating : Easy to follow up Arrange meeting Follow up key opportunities Rating wise reports Let’s create READ MORE

Lightning Experience, Opportunities, Process BuilderLighting Experience, Process BuilderLeave a comment
New Opportunity Highlights Panel

How to modify Opportunities highlights panel in Lightning Experience?

16/01/201723/03/2018 Divyesh Ardeshana

Opportunities highlights panel : Compact layout help user to identify the records. We can modify with all Salesforce Standard or Custom Objects. We can display five important fields to identified record. e.g. Opportunity Name, Account, Close Date, Amount, Owner. We can select READ MORE

Lightning Experience, OpportunitiesLighting Experience, OpportunitiesLeave a comment
Follow up Calendar

How to create your Custom Calendar in Lightning Experience?

11/01/201723/03/2018 Divyesh Ardeshana

Custom Calendar : Do you and your users want easy tracking system ? Close Date follow up on time ? Meeting Confirmation ? all you can do with Custom Calendar. You can create your own “Custom Calendar” and setup date criteria READ MORE

Lightning Experience, Opportunities, Tips and TricksLighting ExperienceLeave a comment
Select Fields View

How to Create List View in Lightning Experience ?

03/01/201723/03/2018 Divyesh Ardeshana

Definition of “List View” : List views make it easier to see records that are important to you. You can filter your records by field value and customize which fields to display in your list. You can create list view READ MORE

Lightning Experience, OpportunitiesLighting Experience2 Comments
All Search Layouts

How to Customize Opportunity Search Layouts in Lightning Experience ?

22/10/201623/03/2018 Divyesh Ardeshana

Definition of “Customize Opportunity Search Layouts” : Customize which fields display for users in search results which Columns you want to display to users when they are searching. Following are few layout for Opportunity Search Layouts. Search Results Lookup Dialogs Lookup Phone Dialogs Tab READ MORE

Lightning Experience, OpportunitiesLighting ExperienceLeave a comment
Last Updated Days

Last Updated Opportunity Days

11/04/201611/04/2016 Divyesh Ardeshana

Last Updated Opportunity Days : Whenever any sales rep update any opportunity automatically Last Modified date changed. But we can’t get in teams of Number. Every time we have to calculate numbers of days. Instead of calculate days we can use READ MORE

Opportunities, Tips and TricksLearn SalesforceLeave a comment

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Accounts Activities Learn Salesforce Lighting Experience Opportunities Process Builder Salesforce Salesforce.com Edition Tips and Tricks Validation rule Winter'18

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