The simplest way is in the Opportunity, go to Opportunity History related list. If Converted, the first record will show "Created by lead convert" (see screenshot)
Full Answer
How are opportunity stages used in Salesforce forecasting?
These percentages can be used in forecasting tools within Salesforce, to give you a rough idea of the total value of opportunities closing in a given period. The final characteristic of an Opportunity Stage is the forecast category. This is used within Salesforce forecasting tools to further help predict Opportunities closing.
What is the opportunity object in Salesforce Sales Cloud?
The Opportunity object is the most important object within Salesforce Sales Cloud, this is where your sales team manage their deals, and ultimately close business that is going to make your company money.
How do I create a custom opportunity stage?
To create a custom Opportunity Stage go to Setup > Object Manager > Opportunity Object > Fields & Relationships > Stage. In the “Opportunity Stages Picklist Values” section, click “New”.
How do I create a custom sales process in Salesforce?
Creating a custom Sales process within Salesforce is easy, you simply need to create the stages with their relevant characteristics filled in, and then order them correctly. To create a custom Opportunity Stage go to Setup > Object Manager > Opportunity Object > Fields & Relationships > Stage.
How do I find the date of opportunity in Salesforce?
I went to object manager for opportunity and tried looking for or adding some sort of created date field and relationship. And to Filter the list View you will be presented with Created Date and you can filter them as well just by clicking the Sort on each field.
How do I view Opportunity field history in Salesforce?
From the management settings for the object whose field history you want to track, go to the fields area. Click Set History Tracking. Tip When you enable tracking for an object, customize your page layouts to include the object's history related list.
When opportunity is created in Salesforce?
To create an opportunity Log in to Salesforce.com. Navigate to the Opportunities tab, and click New. Enter the Opportunity Name, Account Name, Close Date, and Stage. Enter additional information as required.
How do I view opportunities in Salesforce?
How to: View Your Opportunities in Salesforce.comClick on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)Click the “View” drop down list below.Click “New This Week,” “Won,” etc.More items...
How do I create an opportunity history report in Salesforce?
How to Create Report for Opportunity Field History Changes Details in SalesforceGo to the Reports tab and click on New Report.Select the Report Type as Opportunities. Expand it and select Opportunity History from the drop down list.Click on Create.
How do you see what changes were made in Salesforce?
View the History of ChangesFrom Operations, click Data Stewardship.Search for a global profile by phone number, email address, or global party ID. Then, enter a value for your selection. ... Click Search. ... Select the customer profile for which you want to view the history of changes.Click Change History.Click.
What are the stages of an opportunity?
Prospecting (or Qualifying). Discovery (or Needs Analysis). Customer Evaluating (or Proposal). Closing (or Negotiation).
Where are opportunity stages in Salesforce?
Creating a custom sales process within Salesforce is easy – you simply need to create the stages with their relevant characteristics filled in, and then order them correctly. To create a custom Opportunity Stage go to Setup > Object Manager > Opportunity Object > Fields & Relationships > Stage.
Can you automate opportunity creation in Salesforce?
By using the Process and Flow Builders, we can automatically create a renewal opportunity within Salesforce after the current opportunity is closed. Additionally, we can set the date on the renewal to correspond to when the original opportunity's terms expires!
What happens when you follow an opportunity in Salesforce?
When following an opportunity, you should be able to get a notification in chatter and email when someone posts an attachment or note to the opportunity. Currently, posting an attachment does not go to the chatter feed, so the person posting it has to also say in chatter that it was there.
How do you update an opportunity in Salesforce?
Update Opportunity Stages in Salesforce EssentialsClick on the gear icon in the upper right corner and click Setup.Click the Object Manager tab.Click Opportunity.Click Fields & Relationships in the left navigation.Click Stage.
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.
What are Salesforce Opportunity Stages?
Opportunity Stages are the various steps that a user must take to sell a product or service within your company, this is often referred to as a companies sales process.
Opportunity Stage Features
Whilst the Opportunity Stage field is a relatively simple concept, there is a lot going on behind the scenes that allow you to forecast and estimate the probability of success.
How to Create a Custom Salesforce Opportunity Stage
Creating a custom Sales process within Salesforce is easy, you simply need to create the stages with their relevant characteristics filled in, and then order them correctly.
Opportunity Stages Best Practices
Hopefully, after reading the above section, you feel skilled up on the typical use case of Salesforce Opportunity stages. But the most challenging part can often be deciding on the stage usage. After all, every customer and sales engagement won’t necessarily follow a linear path, however, most will go through a set of similar stages.
Conclusion
If you’re using Sales Cloud, the Opportunity object is one of the most important objects your users will be working with. This is why it’s so important to ensure that it is implemented correctly, and Sales operations are involved to ensure that the technology will support the people using it.
