Allow users to find Closed - Won opportunities that match the attributes of an opportunity they're currently working on, so they can quickly access information that can help them close their deals.
Required Editions
| Available in: Salesforce Classic |
|
Available in: All Editions in orgs activated before Summer ’09 Available in: Enterprise, Performance, Unlimited, and Developer Editions in orgs activated after Summer ’09 |
| User Permissions Needed | |
|---|---|
| To enable and configure similar opportunities: | Customize Application |
Note
- Searches are constructed as OR statements. Therefore, Closed/Won opportunities must match only one criterion to be considered similar. For best search results, include multiple search terms.
- When deciding which opportunity fields to display in the Similar Opportunities related list, be aware that users see all the fields, regardless of sharing rules or permissions.
- From Setup, enter Similar Opportunities in the Quick Find box, then select Similar Opportunities.
- Click Edit.
- Select Enable Similar Opportunities.
- Select the fields or related lists that you want Similar Opportunities searches to match against, and then click Add.
- Select the fields to display in the Similar Opportunities related list.
- Click Save.
- Make sure that the Similar Opportunities related list is included in the opportunity page layout.