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
can help them close their deals.
Required Editions
Available in: Salesforce Classic
Available in: All Editions in orgs activated
before Summer ’09
Available in: Enterprise,
Performance, Unlimited, and
Developer Editions in orgs activated after
Summer ’09
User Permissions Needed
To enable and configure similar
opportunities:
Customize Application
Note
Searches are constructed as OR statements. Therefore,
Closed/Won opportunities must match only one criterion to be
considered similar. For best search results, include multiple
search terms.
When deciding which opportunity fields to display in the Similar
Opportunities related list, be aware that users see all the
fields, regardless of sharing rules or permissions.
From Setup, enter Similar Opportunities in the
Quick Find box, then select
Similar Opportunities.
Click Edit.
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.
Click Save.
Make sure that the Similar Opportunities related list is included in
the opportunity page layout.
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