Click Setup | Object Manager | Opportunity | Fields & Relationships. 2. Click ‘New’ on the ‘Opportunity Custom Fields & Relationships’. 3. Select the Data Type as ‘Text’ and click ‘Next’. Ensure that the character length is the same as you assign to the lead custom field created in Step 1 and click next.
- Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ( ).
- On the Opportunity Names page, find the Opportunity Name you want to edit, click the Edit link, make your changes, and click Save.
What should I do with the default leads object in Salesforce?
I would suggest you to go with making Custom object with your desired fields and lookup relationships with Company/Account and Contacts. Following are the things which make restrictions to do this stuff with default Leads object in Salesforce.
How do I navigate to another account in Salesforce?
You’ll navigate to the account’s detail page, where you can view the account, the account feed, and so on. What’s more, by using sforce.one to navigate forward, you can also use the Salesforce1 back arrow to navigate back to where you started—your Latest Accounts page.
How to change the name and company fields within the lead?
How to change "Name" and "Company" fields within the Lead object? 1 Go to Setup | Customize | Leads | Page Layouts 2 Click Edit next to the Page Layout name 3 Click on the wrench icon for the Company field 4 Deselect the Required checkbox and click OK 5 Save the Layout
How do I enable navigation in Visualforce pages in Salesforce1?
Visualforce pages running in Salesforce1 often have to interact with or link to other pages in the application. Common navigation functions are available through the sforce.one object, a JavaScript utility library automatically made available when running in Salesforce1. Open the Developer Console and click File | Open, then open your page.
How do I change the opportunity name in Salesforce lightning?
Click on your Name | Setup | Customize | Opportunities | Fields. Click Setup | Object Manager | Opportunity | Fields & Relationships. 2. Click 'New' on the 'Opportunity Custom Fields & Relationships'.
How do you name opportunities in Salesforce?
When you create a new Opportunity from a Quick Action on a Contact or Account record, NPSP names the Opportunity for you. The default naming convention is [Account or Contact Name] [record type name] [date]. For example, "Barnaby Jones Donation 12/12/21."
How do I change opportunity type in Salesforce?
Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'
How do I change opportunity tabs in Salesforce?
0:000:37How to change label of opportunities tab in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on rename tabs and labels link scroll to opportunities and click on edit and her new tab nameMoreClick on rename tabs and labels link scroll to opportunities and click on edit and her new tab name note that you need to first enter singular for the new tab name and her new tab name plural.
How do I edit an opportunity team in Salesforce?
To edit team roles, first enable opportunity teams.In Setup, use the Quick Find box to find Team Roles.Edit the picklist values for team roles to follow your business process.Save your changes.To update a changed picklist value globally, in Setup, use the Quick Find box to find Replace Team Role.
What is opportunity ID in Salesforce?
Analytics / Operational Reporting. Dear, I would like to be able to select something like the following criteria in a report: Salesforce opportunity ID is unique This criteria would make sure you never have 2 times the same opportunity in a report.
Can you change opportunity record type?
Currently, the only way you can edit the Opportunity Record Type of an existing opportunity is to switch back to Classic, open the opportunity, and click 'change' next to the Opportunity Record Type field.
How do you change a record type?
To start, open any Company Contact record. Next, click the drop down arrow in the actions menu and select 'Change Record Type'. Next you will be given the option to delete the Company record associated with the selected Company Contact.
What is stage name in Salesforce?
Opportunity Stages is simply a Picklist field (or dropdown) in Salesforce. The field has a finite number of values that a user can select from, and will usually move along these values in a linear fashion. Out of the box, Salesforce has a number of default values.
How do I rename a tab in Salesforce?
Click Edit next to the tab you want to rename. Click Reset to revert to a tab's original name. Note You can't reset custom object tab names. Enter the singular and plural forms of the new tab name.
How do you change the opportunity path?
Set the PathClick the Home tab within Setup.Enter Path Settings in the Quick Find box, then select Path Settings.Click Enable, then click New Path and fill in these values: ... Click Next.Click the Prospecting tab.Click Add/Update Fields under Fields.More items...
How do I change the tab label in Salesforce?
Go to Setup-->Customise-->Tab Names and Labels click --> Rename Tabs and Labels you will get all the objects of your instance. Go to the object whoes name you want to change . click EDIT and change the Plural name and give the name what you want to display on the tab.