---
schema_version: "1"
id: a823873979436daa33962bba13c1be11393c57f9c7984a2b82743d2799721a7f
title: Sales | Find Similar Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_find_similar_opportunities.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_find_similar_opportunities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2775c6610affb08a4f2a18bade49994a0a1face9f865b59aefe14dbea9af6517
description: Searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. An explanation of the similarities is returned with each opportunity record.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Find Similar Opportunities

Searches for and returns a list of opportunities that are similar to, but not duplicates of, a specified Salesforce opportunity. An explanation of the similarities is returned with each opportunity record.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d159981e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d159981e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d159981e70 d159981e73 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">FindSimilarOpportunities</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## Considerations

- Matched opportunities have a status of Closed Won, a close date within 12 months of today, and aren’t deleted. If your Salesforce org has record types enabled, only opportunities with the same record type as the requested opportunity are shown.
- Matched opportunities are sorted first by relevance and then by close date.
- Only opportunities that the user has Read access for are shown in the matched opportunities list.
- Opportunities that were opened and closed within 24 hours, or that were created with a status of Closed Won, aren’t shown in the matched opportunities list.
- Users can’t customize the criteria for relevance. Relevance is based on similar:
    - Field values (Record Type, Type, Owner, and Lead Source).
    - Related records (Competitors, Products, Accounts, Contacts, and Partners).

#### See Also

- [_User Interface API Developer Guide:_ All Supported Objects](https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_all_supported_objects.htm)