Opportunity Fields

The estimated total sale amount. If you’re using multiple currencies, the amount is shown in your personal currency. To track the amount in different currency, use the Opportunity Currency picklist.

For opportunities with products, the amount is the sum of the related products. You can edit the amount only if the opportunity has no products. To change the amount for an opportunity that contains products, edit the sales price or quantity of the related products.

When you change the price book for an opportunity that has products, all products are deleted from the Products related list. The value in the opportunity’s Amount field doesn't change. After the products are removed, you can edit the amount value.

Required. The date when you plan to close the opportunity. You can enter a date or select a date from the calendar that shows when you put your cursor in the field.

Opportunities with a Close Date in a given period tally in the forecast for that period, unless you assign them to the Omitted category or you forecast by schedule or product date.

When you set an open opportunity’s stage to a type of Closed/Won, if the original date was in the future, the Close Date is set to the current date in Coordinated Universal Time (UTC). At certain times of day, UTC differs by one day from your time zone. If the Close Date is in the past when the opportunity is closed, the date doesn’t change. To save an opportunity when you don’t know the close date, enter a date in the future. Then, edit the close date as needed.

The default currency for all currency amount fields in the opportunity. Amounts are shown in the opportunity currency, and are also converted to the user’s personal currency. Available only when you enable multiple currencies.

For opportunities with products, the currency is tied to the currency of the associated price book. To edit this field, you must first delete the products.

The division to which the opportunity belongs. This value is inherited from the related account.

Available only when divisions are used to segment data.

The name of the campaign responsible for generating the opportunity.

For opportunities created during lead conversion, this field is automatically filled in with the campaign name from the lead. If the lead has multiple associated campaigns, the campaign with the most recently updated member status is inserted into the opportunity.

For opportunities with multiple influential campaigns, click Edit next to the primary campaign in the Campaign Influence related list on the opportunity detail page and select the Primary Campaign Source checkbox. The campaign is shown in the Primary Campaign Source field on the opportunity.

Indicates that the opportunity is private. Only the record owner, users above that role in the hierarchy, and admins can view, edit, or report on private opportunities. Not available in Group or Personal Editions. Private opportunities don’t trigger Big Deal alerts, workflow rules, or after-save record-triggered flows. Private opportunities count toward your forecasts only if Salesforce Forecasting is enabled. Users with the View All Forecasts permission can see private opportunities within the Forecasts tab.

When you mark opportunities Private, opportunity teams, opportunity splits, and sharing are removed. (The owner of a private opportunity receives 100% of split types that total that amount.)

The likelihood that the opportunity will close, stated as a percentage.

The probability value is always updated by a change in the stage value, even if the Probability field is marked as read only on your page layout. Users with edit access to this field can override the value.

Required. The current stage of opportunity based on selections you make from a predefined list, such as Prospect or Proposal. Entry is selected from a picklist of up to 100 available values, which are set by an admin. Each picklist value can have up to 40 characters.

Your admin correlates the values in this picklist with Forecast Category values that determine how the opportunity contributes to your forecast.

When you set an open opportunity's stage to a type of Closed/Won, the Close Date is set to the current date in Coordinated Universal Time (UTC) if the original date was in the future. At certain times of day, UTC differs by one day from your time zone. If the close date was in the past when the opportunity is closed, the date doesn’t change.