Loading

Probability not updated when the Stage has been set to a new custom value

Veröffentlichungsdatum: Oct 13, 2022
Beschreibung
Changing the default probability value assigned to a stage value for opportunities.

Note:  Making this type of change, existing opportunities are not updated.
Lösung

The probability field is directly linked to the stage value selected, however, the probability can be manually edited by users who have edit access to this field. Since Salesforce allows this, it means that the probability value doesn't act as a fixed value, instead, it works as a default value.

For example, the stage Closed/Won  returns a default value of 100%, but this can be manually edit this value to 57% for example.

When changing the probability linked to a stage value under Setup, existing opportunities will not show the new probability value, since the probability was already saved on the record before the change. Manually changing the stage on existing opportunities, will now show the new default value.

See Also:
Edit or Delete Opportunity Stage Names
Mass update newly changed Probability (%) value for Old/Existing Opportunity records
Nummer des Knowledge-Artikels

000385915

 
Laden
Salesforce Help | Article