You can hide field using field accessiblity settings. Goto YourName-->setup-->Administration setup-->Security control-->field accessibilty-->Opportunity-->view by fields Then choose the field probability then disable the Visible checkbox for all the profile.
How to hide probability field in Salesforce opportunity page layout?
Salesforce: How to hide Probability field in Opportunity page layout? Probability is one of the standard Opportunity fields in Salesforce. Based on the sales process, some organizations do not use it. But, when we edit the page layout, there is no option to remove Probability from page layout.
How to create a new opportunity in Salesforce?
Show activity on this post. When you click on the Opportunities tab, (assuming you haven't modified standard salesforce layout), you see a "Recent Opportunities" list. At the top of the list, there is a "New" button.
How to prevent opportunities from being created from the account page?
One sort of clunky workaround is to override the "New" function on the Opportunity object to redirect to a page that simply says, "Please create Opportunities from the Account Page" or something like that. This is probably the simplest way to keep them from using the standard New button, and just using your custom button on the Account Page.
How to view results in Salesforce from Workbench?
You can go to the id field of the result in workbench and if you haver over it there is an option to view in Salesforce. Use this if more than one result comes up.
How do I restrict opportunities in Salesforce?
Assign a Permission Set to Multiple UsersSelect the permission set that you want to assign to users.Click Manage Assignments and then Add Assignments.Select the checkboxes next to the names of the users you want assigned to the permission set, and click Assign.
Where do I close opportunities in Salesforce?
Close Your DealClick the Opportunities tab.Under Opportunity Name, click 10,000 Units to open the opportunity.Click Edit.Update the opportunity as follows: ... Click Save.Using the sales path, click Closed and Select Closed Stage.From the picklist, select Closed Won, and then click Save.Click the Home tab.
How do I show 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 hide a product in Salesforce?
If you want to hide products from appearing when you click on "Add Products" in Salesforce CPQ, you can mark the "Component" checkbox on the Product record to True.
What happens when opportunity is closed won?
Won Opportunities is the count of sales opportunities that are “Closed Won”. It is a measure of success of the Sales, Marketing, and Product teams. "Closed Won" is the stage at which a quote or proposal has been signed or electronically accepted and is now considered fulfillable.
What is closed lost opportunity in Salesforce?
“Closed lost” describes potential sales that were not successfully completed. “Closed lost” is the opposite of “closed won“ Salesforce encourages the use of the “closed lost” function to help salespeople look for ways to improve in the future.
What is opportunity tab in Salesforce?
Opportunity records track details about deals, including which accounts they're for, who the players are, and the amount of potential sales. If your Salesforce admin has set up leads in your Salesforce org, an opportunity is created when a lead is converted.
What is the difference between Leads and opportunities in Salesforce?
Quick Takeaways. A Salesforce lead is an unqualified contact, while a Salesforce opportunity is a likely sale. In Salesforce, a lead can be converted into a contact, an account, or an opportunity. To identify an opportunity, look for the lead's product interest, budget, and timeframe.
How do I edit opportunity fields in Salesforce?
Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window.
How do I hide product options in Salesforce CPQ?
I was able to achieve this using the below steps:Create a Product Rule with Type = Selection.Add Product Action to Hide/remove the Product (Product Option).Link this Product Rule to bundle parent Product via Configuration Rule and activate.
Tuesday, February 18, 2014
Probability is one of the standard Opportunity fields in Salesforce. Based on the sales process, some organizations do not use it.
Salesforce: How to hide Probability field in Opportunity page layout?
Probability is one of the standard Opportunity fields in Salesforce. Based on the sales process, some organizations do not use it.