Slaesforce FAQ

how to bookmark an oppurtunity in salesforce

by Ms. Jena Smith Published 2 years ago Updated 2 years ago
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Click Bookmark. In Salesforce Classic, the bookmark icon () appears next to the post. In Lightning Experience, the corner of the post is marked with a star ().

To add the current page—for example, all open leads—to your favorites list, click the star in the Lightning Experience header. A highlighted star means you're on a favorite. To remove a favorite, click the highlighted star. To view your top favorites, click the dropdown next to the star.

Full Answer

How do I create a bookmark in Salesforce?

To expand the actions menu, click. at the top-right corner of the post you want to bookmark.Click Bookmark. In Salesforce Classic, the bookmark icon ( ) appears next to the post. In Lightning Experience, the corner of the post is marked with a star ( ).

What is bookmark in Salesforce?

Bookmarking lets you track posts that you're interested in.

How do you bookmark chatter?

Page 1Log in to Salesforce Lightning. Click on Chatter.Click on the down arrow in your chatter feed card.Click on Bookmark.Click on Bookmarked under what i follow.Here is your bookmarked card.

Where are my bookmarks in Salesforce?

In the upper right page of any item you're looking at, there's a star which is your bookmark area. The drop down allows you to see the bookmarks, the star allows you to bookmark the current page.

How do I find my bookmarks in Salesforce?

To view any bookmarked or recently used primary tabs, click History in the console's footer. Then click the Bookmarks or Recent Tabs column and select a tab. You can get each tab's URL to send it to another user, or remove bookmarks and clear recently used tabs to start from scratch.

How do I pin a post in Salesforce?

Go to Setup > Chatter Settings, and select Allow post pinning. After post pinning is enabled, admins, group owners, and group managers can pin posts. Admins can also assign the Pin Posts in Feeds permission to selected users. Assign post pinning permission in Setup through user profiles or permission sets.

How do I edit Chatter posts in Salesforce?

Allow editing of posts and comments in Chatter settingsLog in to Salesforce with your System Administrator account.Go to your organization settings and select Setup.Navigate to Feature Settings > Chatter > Chatter Settings.Select Edit to change the settings.More items...

Fields

If you are uploading opportunities using API version 15.0 or earlier, and one of the opportunities in the batch has a partner user as the owner, the Partner Account field on all opportunities in the batch is set to that partner user’s account regardless of whether the partner user is the owner.

Usage

Use the Opportunity object to manage information about a sale or pending deal. You can also sync this object with a child Quote. To update an Opportunity, your client application needs “Edit” permission on opportunities. You can create, update, delete, and query Attachment records associated with an opportunity via the API.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

Additional Considerations

If you set Stage and Forecast Category, the opportunity record contains those exact values.

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