Salesforce: Updating Opportunity Fields - dummies

Salesforce: Updating Opportunity Fields

By Tom Wong, Liz Kao, Matt Kaufman

After you add opportunities into Salesforce, you can make changes to your records when deals progress, stall, or fade away. In the course of working with your opportunities, you inevitably collect information that you want to save directly in the opportunity record. Every time you capture important data on your opportunity, remember to update your record by doing the following:

  1. Click the Edit button on the opportunity.

    You can also hover your mouse over the specific field that you want to edit. If a pencil icon appears to the right of the field, double-click the field to edit it. (If you see a padlock icon instead, that means the field is not editable, on purpose. Move along and pick another field to update.)

    Alternatively, if you’re already in an account or contact record that’s linked to the opportunity, scroll down to the Opportunities related list and click the Edit link to the left of the desired opportunity. The result is the same. The Opportunity Edit page appears.

  2. Update the fields, as necessary, paying particular attention to keeping fields such as Amount, Close Date, and Stage up to date.

    Nine out of ten times, those fields play a key role in your company’s sales pipeline reports. By keeping your information up to date, you and other users can get a true measure on the opportunity’s progress.

  3. When you’re done, click Save.

    The opportunity reappears in Saved mode. The fields that you edited are changed.

    You can keep track of certain critical updates to your opportunity record by using the Stage History related list. Anytime you or one of your team members who has read-write access to your record modifies the Stage, Probability, Close Date, or Amount fields, you can quickly scan this at the bottom of the opportunity record page to see who modified the record and when.