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 might help them close their open deals.
|Available in: Salesforce Classic|
|Available in: All Editions for organizations activated before Summer ’09|
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for organizations activated after Summer ’09
|To enable and configure similar opportunities:||“Customize Application”|
- Searches are constructed as OR statements. Therefore, Closed/Won opportunities need to match only one criteria to be considered similar. For best search results, include multiple search terms.
- When deciding which opportunity fields to display on the Similar Opportunities related list, be aware that users will see all fields that are displayed, regardless of sharing rules and user permissions.
From Setup, enter Similar Opportunities in the Quick Find box, then select Similar Opportunities.
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.
Make sure the Similar Opportunities related list is added to the opportunity page layout.