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            Guidelines for Finding Similar Opportunities

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            Guidelines for Finding Similar Opportunities

            Close your deals faster by taking advantage of the rich information contained in successfully closed deals that are similar to yours. Here are some guidelines to help you find the opportunities that help you close your deals.

            Required Editions

            Available in: Salesforce Classic

            Available in: all editions in orgs activated before Summer ’09

            Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions in orgs activated after Summer ’09
            • To find Closed/Won opportunities with common information, use the Similar Opportunities related list on the opportunity’s detail page.
            • Your Salesforce admin determines the criteria used to find similar opportunities. The search finds a maximum of 10,000 opportunities with close dates in a three-month period and displays up to 300 of the records that best match the search criteria. The results are ranked by the number of matching fields.
            • Results can be filtered by Close date or by matching fields.
            • To see how a record in the search results is similar to your current deal, hover over the opportunity name. The matching fields are highlighted in the Match Criteria sidebar.
             
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