---
schema_version: "1"
id: 86bf21e8ddbe3231ac6965de418fbe21f8c2a0959ce8f1dd85efee7ad22c71b6
title: Opportunities
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/opportunities.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.opportunities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b27e2e469094a5315f3f4ce87b035178a1c1b64a343968c366a77bfc25e7fe9b
description: Track and manage your potential deals and any deals that are in progress with Salesforce opportunities. Opportunity records contain the details about all your deals, including which accounts they’re related to, who the key players are, and the amount of potential revenue. If your Salesforce admin has set up leads, an opportunity is created when a lead is converted. Opportunities can also be created directly for the accounts that you’re working.
products:
  - Sales Cloud
release: "264"
---
# Opportunities

Track and manage your potential deals and any deals that are in progress with Salesforce opportunities. Opportunity records contain the details about all your deals, including which accounts they’re related to, who the key players are, and the amount of potential revenue. If your Salesforce admin has set up leads, an opportunity is created when a lead is converted. Opportunities can also be created directly for the accounts that you’re working.

### Required Editions

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          <td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td>

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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Available in: all editions for orgs created before Summer ’09</p>
            <p style="margin-bottom:0;">Available in:
              <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>,
              <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions for orgs
              created in Summer ’09 and later
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    </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_tip.png)

Tip To learn more about using opportunities and leads, complete the [Leads & Opportunities](https://trailhead.salesforce.com/en/content/learn/modules/leads_opportunities_lightning_experience) Trailhead module.

As your deals progress through the sales cycle, use the opportunity record to capture all the details about the deal.

- Add products and attach files, such as contracts or data sheets.
- Log the calls you make so there’s visibility into the conversations about the deal.
- Use Notes to jot down things during customer meetings.
- Create tasks for key activities and calendar events for client meetings.
- Send email to the opportunity contact or other key decision-makers.

As you negotiate and work the deal, share sales strategies with colleagues or ask your manager for targeted guidance about the deal, and update the stage to indicate where the deal is in the process.

- **[Set Up Opportunities and Opportunity Products](https://help.salesforce.com/s/articleView?id=sales.opp_setup.htm&release=264.0.0&type=5)**  
    Help your sales reps close deals faster by customizing options for opportunities and the products you sell.
- **[Manage Your Opportunities](https://help.salesforce.com/s/articleView?id=sales.opp_manage.htm&release=264.0.0&type=5)**  
    Create, share, clone, and move your opportunities through your sales process.
- **[Manage the Products on Your Opportunities](https://help.salesforce.com/s/articleView?id=sales.opp_manage_products.htm&release=264.0.0&type=5)**  
    To help manage your deals effectively, add products to opportunities.
- **[Track Your Competitors](https://help.salesforce.com/s/articleView?id=sales.competitors.htm&release=264.0.0&type=5)**  
    Track competitors in a pending sale by listing the competitors’ names in the opportunity. You can enter the names of new competitors, or choose from a list of competitors defined by your administrator. To access this information, go to the Competitors related list of the opportunity.
- **[Opportunity Fields and Opportunity Product Fields](https://help.salesforce.com/s/articleView?id=sales.opp_supplemental.htm&release=264.0.0&type=5)**  
    Review details about opportunity fields and opportunity product fields.
- **[Opportunities: What’s Different or Not Available in the Salesforce Mobile App](https://help.salesforce.com/s/articleView?id=sales.opp_limits_mobile_sf1.htm&release=264.0.0&type=5)**  
    Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.