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Considerations for Creating and Updating Opportunities
Review considerations for creating and updating opportunities.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
Available in: all editions for orgs created before Summer ’09 Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for orgs created in Summer ’09 and later |
Contacts and Contact Roles
- To relate an opportunity to an account or contact, you must have at least Read access to the account or contact.
Divisions
- If your admin has enabled divisions, the division of a new opportunity is automatically set to the division of the related account.
Forecasts
- In Professional, Enterprise, Unlimited, Performance, and Developer Editions, when you create an opportunity, by default the forecast category is applied that corresponds to the opportunity stage you assigned. Your Salesforce admin correlates opportunity stages and forecast categories when editing the Stage picklist values.
- If an opportunity is set to close in a given period, as determined by the Close Date, the opportunity is added to the forecast for that period, unless the forecast category is set to Omitted or you forecast by schedule or product date.
Mobile Device Support
- In the Salesforce mobile app, you can edit one opportunity at a time. There’s no multiline editor.
Multiple Currencies
- If your admin has enabled multiple currencies, your opportunity amounts are initially shown in your personal currency. To track the sales revenue in another currency, change the Opportunity Currency picklist.
Opportunity Splits
- When team selling and splits that total 100% are enabled, as the opportunity owner, you’re automatically added to the opportunity team and assigned 100% of the split.
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