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Salesforce Opportunity Status Closed Won Shows Different Stages Within Reports

Дата публикации: May 5, 2026
Описание

If Opportunity Status values have not been been mapped to Opportunity Stages, then users may see unexpected results within Opportunity Reports.  

For example, if your org has a Stage called 'Proposal Submitted' that maps to the Type value 'Open,' but a Closed Won status filter is applied, opportunities at that stage may appear in the results. Mapping the Stage to the correct Type value resolves this." Additional resources: link to Opportunity Stage picklist documentation

Решение

This behavior occurs, if the Opportunity Status value (such as "Closed Won") has not been mapped to the appropriate Type value. To map the values, please follow the below steps:

In Salesforce Classic:

  1. Click Setup | Customize | Select Opportunity
  2. Click on Fields
  3. Click Stage 

  4. Under the Opportunity Stages Picklist Values section, click edit to map the Stage Name with the correct Type.

  5. Click Save.

In Lightning Experience: 

  1. Select Setup | Object Manager | Select Opportunity.
  2. Click Fields & Relationships
  3. Click Stage 
  4. Under Opportunity Stages Picklist Values, Find the stage that shows different on the report. 
  5. Click Edit.
  6. Change the Type value and click Save. 
Номер статьи базы знаний

000383384

 
Загрузка
Salesforce Help | Article