| Account Name |
Required. The name of the account that the opportunity is linked to. You
can enter the account name or select the account by using the lookup icon. If you
change the account for an opportunity that has partners, all partners are deleted
from the Partners related list. |
| Amount |
The estimated total sale amount. If you’re using multiple currencies, the
amount is shown in your personal currency. To track the amount in different
currency, use the Opportunity Currency picklist.
For opportunities with products,
the amount is the sum of the related products. You can edit the amount only if the
opportunity has no products. To change the amount for an opportunity that contains
products, edit the sales price or quantity of the related products.
When you
change the price book for an opportunity that has products, all products are deleted
from the Products related list. The value in the opportunity’s Amount field doesn't
change. After the products are removed, you can edit the amount value.
|
| Close Date |
Required. The date when you plan to close the opportunity. You can enter
a date or select a date from the calendar that shows when you put your cursor in the
field.
Opportunities with a Close Date in a given period tally in the forecast
for that period, unless you assign them to the Omitted category or you forecast by
schedule or product date.
When you set an open
opportunity’s stage to a type of Closed/Won, if the original date was in the
future, the Close Date is set to the current date in Coordinated Universal Time
(UTC). At certain times of day, UTC differs by one day from your time zone. If the
Close Date is in the past when the opportunity is closed, the date doesn’t change.
To save an opportunity when you don’t know the close date, enter a date in the
future. Then, edit the close date as needed.
|
| Contract |
The contract that the opportunity is linked to. |
| Created By |
The user who created the opportunity, with the creation date and time. (Read
only) |
| Custom Links |
List of custom links for opportunities that your Salesforce admin has set up.
Available only in Salesforce Classic. |
| Description |
Description of the opportunity. Up to 32 KB of data is available. In reports,
only the first 255 characters appear. |
| Expected Revenue |
Calculated revenue based on the Amount and Probability fields. |
| Forecast Category |
Forecast category name shown in reports, opportunity detail and edit pages,
opportunity searches, opportunity list views, and the forecasts page. The setting
for an opportunity is tied to its stage. You can rename the default forecast
categories. However, you can’t delete or deactive them. |
| Last Amount Changed History |
This read-only field references the OpportunityHistory record that contains information
about when the Amount field was last updated in Winter ’21 or later. Information includes the
date and time of the change and the user who made the change. |
| Last Close Date Changed History |
This read-only field references the OpportunityHistory record that contains information
about when the Close Date field was last updated in Winter ’21 or later. Information includes
the date and time of the change and the user who made the change. |
| Last Modified By |
User who last changed the opportunity fields, including modification date and time.
This field doesn’t track changes made to related list items on the opportunity. (Read
only) |
| Lead Source |
The source of the opportunity, such as an advertisement, a partner, or the web.
Entry is selected from a picklist of available values, which an admin sets. Each
picklist value can have up to 40 characters. |
| Next Step |
Description of the next task to close the opportunity. You can enter up to 255
characters. |
| Opportunity Currency |
The default currency for all currency amount fields in the opportunity. Amounts
are shown in the opportunity currency, and are also converted to the user’s personal
currency. Available only when you enable multiple currencies.
For opportunities
with products, the currency is tied to the currency of the associated price book.
To edit this field, you must first delete the products.
|
| Opportunity Division |
The division to which the opportunity belongs. This value is inherited from the
related account.
Available only when divisions are used to segment
data.
|
| Opportunity Name |
Required. The name of the opportunity, for example, Acme.com - Office
Equipment Order. You can enter up to 120 characters. |
| Opportunity Owner |
The assigned owner of an opportunity. Not available in Personal
Edition. |
| Opportunity Record Type |
The name of the field that determines what picklist values are available for
the record. The record type is sometimes associated with a sales process. Available
in Professional, Enterprise, Unlimited, Performance, and Developer Editions. |
| Partner Account |
The read-only field that indicates that a partner user owns the
opportunity. |
| Primary Campaign Source |
The name of the campaign responsible for generating the opportunity.
For
opportunities created during lead conversion, this field is automatically filled
in with the campaign name from the lead. If the lead has multiple associated
campaigns, the campaign with the most recently updated member status is inserted
into the opportunity.
For opportunities with multiple influential campaigns,
click Edit next to the primary campaign in the Campaign
Influence related list on the opportunity detail page and select the Primary
Campaign Source checkbox. The campaign is shown in the Primary Campaign Source
field on the opportunity.
|
| Private |
Indicates that the opportunity is private. Only the record owner, users above
that role in the hierarchy, and admins can view, edit, or report on private
opportunities. Not available in Group or Personal Editions. Private opportunities
don’t trigger Big Deal alerts, workflow rules, or after-save record-triggered flows.
Private opportunities count toward your forecasts only if Salesforce Forecasting is
enabled. Users with the View All Forecasts permission can see private opportunities
within the Forecasts tab.
When you mark opportunities
Private, opportunity teams, opportunity splits, and
sharing are removed. (The owner of a private opportunity receives 100% of split
types that total that amount.)
|
| Probability |
The likelihood that the opportunity will close, stated as a percentage.
The
probability value is always updated by a change in the stage value, even if the
Probability field is marked as read only on your page layout. Users with edit
access to this field can override the value.
|
| Quantity |
The total of all Quantity field values for all products in the Products related
list if the opportunity has products. General use field if the opportunity has no
products. |
| Stage |
Required. The current stage of opportunity based on selections you make
from a predefined list, such as Prospect or Proposal. Entry is selected from a
picklist of up to 100 available values, which are set by an admin. Each picklist
value can have up to 40 characters.
Your admin correlates the values in this
picklist with Forecast Category values that determine how the opportunity
contributes to your forecast.
When you set an open opportunity's stage to a
type of Closed/Won, the Close Date is set to the current date in Coordinated
Universal Time (UTC) if the original date was in the future. At certain times of
day, UTC differs by one day from your time zone. If the close date was in the past
when the opportunity is closed, the date doesn’t change.
|
| Synced Quote |
The quote synced to the opportunity. Only one quote can sync to the opportunity
at a time. |
| Territory |
The territory with which the opportunity is associated. Available only if
territory management is enabled. |
| Type |
The type of opportunity, such as Existing Business or New Business. Entry is
selected from a picklist of available values, which are set by an admin. Each
picklist value can have up to 40 characters. |