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. April 8, 2016
Full Answer
What is opportunity probability in Salesforce?
Opportunity Probability is the standard field in Salesforce (or any other CRM system for that matter) that quantifies the likelihood of winning an opportunity. If the Opportunity Stage is Closed Won, then the Opportunity Probability is 100%. If the Opportunity Stage is Closed Lost, the Opportunity Probability is 0%.
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.
Is there a Validation rule for opportunity probability field?
Help with Validation Rule for Opportunity Probability Field. I created a validation rule for the standard probability stage in opportunities. What I need the rule to do is limit the users to entering percentages only divisible by 10 with three exceptions. 1) They can never use 50% for any stage.
What is the opportunity probability of the opportunity stage?
If the Opportunity Stage is Closed Won then the Opportunity Probability is 100%. If the Opportunity Stage is Closed Lost the Opportunity Probability is 0%. If the opportunity is still open, then the Opportunity Probability is somewhere in between 1% and 99%.
How do you make a Probability field editable in Salesforce?
As users change the stage of an opportunity, the Probability fields are automatically changed to the values specified during setup. To update opportunity stages, go to: Classic: Setup | Customize | Opportunities | Fields, and select Edit next to the Stage field.
What is Probability field in opportunity Salesforce?
Opportunity Probability is the standard field in Salesforce (or any other CRM system for that matter) that quantifies the likelihood of winning an opportunity. If the Opportunity Stage is Closed Won, then the Opportunity Probability is 100%. If the Opportunity Stage is Closed Lost, the Opportunity Probability is 0%.
How do I change opportunity fields 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 delete a Probability field in Salesforce?
Based on the sales process, some organizations do not use it....Solution:Setup | Customize | Opportunity.Look for Probability (%) and click the field name.Click 'Set Field-Level Security' button.Untick Visibility checkbox for profile do not want to see this field.Save and done.
How do I change the opportunity record type in Salesforce?
Open the record.Click Change next to the Record Type field on a record detail page. Note: For campaign members, click Change next to the Campaign Member Type field on a campaign detail page. ... Select a record type. The available record types are listed at the bottom of the page.Click Continue.
What is probability close?
The probability of close is a percentage value. It indicates the probability of closing a deal. You can enter this percentage for each sales project. When outputting the forecast reports, you can weight the values with the percentage for the probability of close (Weight with probability of close).
What are different types of opportunities?
4 Types of Business Opportunities in EntrepreneurshipA Basic definition. By definition, a business opportunity is a well-thought idea that needs to be developed. ... #1 Franchising. ... #2 Distribution and Deals. ... #3 Marketing. ... #4 Licensing.
How many opportunity stages can you have in Salesforce?
fiveThe five popular opportunity stages many companies use. How to make the changes in Salesforce.
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...
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.
How do I create a closed win opportunity in Salesforce?
Click Setup | Object and Fields | Object Manager | Select Opportunity. Click Fields & Relationships....In Salesforce Classic:Click Setup | Customize | Select Opportunity.Click on Fields.Click Stage.Under the Opportunity Stages Picklist Values section, click edit to map the Stage Name with the correct Type.Click Save.
What does open mean in Salesforce?
"Open" is the initial status of a lead when created. The lead has not been contacted, nor qualified nor unqualified.
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.