Salesforce: How to Use Opportunity Views - dummies

Salesforce: How to Use Opportunity Views

By Tom Wong, Liz Kao, Matt Kaufman

When you have all or a portion of your opportunities entered in Salesforce, you can begin to organize them to suit the way that you sell. An opportunity view is a list of opportunities that match certain criteria. When you select a view, you’re basically specifying criteria to limit the results that you get back.

Here’s how you can use views and other tools from the Opportunities home page to provide greater focus for you and your sales teams.

The advantage of a view, versus searching, is that you can use this view over and over again. For example, if you’re one of many sales reps, you probably want to see only your opportunities. On the Opportunities home page, Salesforce comes preset with several defined views:

  • All Opportunities: Lists all the opportunity records entered into Salesforce

    Depending on the way that your company has set up your security model, you might not see this view or its results.

  • Closing Next Month: Displays opportunities in which the close date falls in the following month

  • Closing This Month: Displays opportunities in which the close date falls in the current month

  • My Opportunities: Gives you a list of just the opportunities that you own

  • New This Week: Generates a list of opportunities that have been created since the beginning of the week

  • Recently Viewed Opportunities: Lets you look at a list of opportunities that you’ve recently viewed

  • Won: Shows opportunities to which you have access that have been closed and won

To try out a predefined view, do the following:

  1. On the Opportunities home page, click the down arrow in the View drop-down list.

    Depending on how your company has customized the views, you might see all or none of the options in the preceding bulleted list as well as some other choices that might have been created for you.

  2. Select the My Opportunities view.

    A list page appears, showing opportunities that you currently own. Salesforce lays out the list with standard columns that correspond to commonly used opportunity fields, plus an Action column so that you can quickly modify a record.

  3. Click a column header to re-sort the list page.

    For example, if you click the Close Date header, the list page re-sorts by the close dates entered on your opportunity records.

  4. Go to the opportunity record by pointing and clicking an underlined link in the Opportunity Name column.

    An Opportunity detail page appears.

  5. Click the Back button in your browser and then click the Edit link on the same row as the opportunity you just clicked.

    The opportunity record appears in Edit mode, and you can make changes to the data.

    Click the Save button on the opportunity before navigating away from it.