The possibility to setup "Finding Similar Opportunities" should be made available for Lightning. It would greatly help us in improving adoption for our switch to Lightning as we could use it as an additional value ad for the Sales Reps. https://help.salesforce.com/articleView?id=opp_similaropp.htm&language=en_US&type=0
Full Answer
What are the features and benefits of Salesforce Lightning?
Salesforce Lightning will enable you to experience a completely evolved way of handling your business. Here, we are showcasing a list of salesforce lightning features and benefits, by which you can get in-depth knowledge on this evolved platform. 1. Packed With Latest Technology
Do you need a Salesforce developer to integrate your business?
There are numerous Salesforce features and integrations introduced by the giant IT firm that can boost up the statistics of your sales, services, marketing, and many other departments. However, they need professionals (i.e. salesforce developers) for the integration, as there is coding involved in it.
How do I sign in to my Lightning Platform?
Currently, you are completely able to sign in your Lightning platform by using your Outlook account, which means no more hopping between different programs.
How do I enable similar opportunities in Salesforce?
Enable and Configure Similar OpportunitiesFrom Setup, enter Similar Opportunities in the Quick Find box, then select Similar Opportunities.Click Edit.Select Enable Similar Opportunities .Select the fields or related lists that you want Similar Opportunities searches to match against, and then click Add.More items...
What is an opportunity in Salesforce lightning?
Opportunities are deals in progress. 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.
How do you add opportunities in Salesforce lightning?
To create an opportunityLog 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.Click Save.
Can you follow opportunities in Salesforce?
For example, if you're a Salesforce sales rep, you can use opportunities to follow a standard process, link distribution partners, associate products, strategize against competition, record your actions and other notes, and more.
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.
What are Salesforce opportunities?
Opportunities are deals in progress. 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.
Can we create opportunity without account?
You cannot have an Opportunity without an Account. Accounst and Opportunites have a Master-Detail relationship, whether they're created via a Lead convert or created manually.
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!
How do you find 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 you use opportunities in Salesforce?
2:034:16Work Your Opportunities and Manage Your Pipeline (Lightning Experience)YouTubeStart of suggested clipEnd of suggested clipYou can create new notes. Or review and update notes you've already written. As your deal progressesMoreYou can create new notes. Or review and update notes you've already written. As your deal progresses towards the proposal stage. You can choose a price book and add product looking for deeper detail.
How do you use Opportunity objects in Salesforce?
The Opportunity object connects Accounts to Products. Products are organized in Pricebooks and selected as Opportunity Line Items to create a list of items the customer wants to buy. The Opportunity is also related to Forecasts through the Stage and Percentage fields.
How do I assign an opportunity in Salesforce?
Assign a Territory Manually to an OpportunityOpen an opportunity record or begin creating an opportunity.In the Territory field, select the territory you want to assign.Save your changes.
What is Salesforce Lightning?
Salesforce Lightning is packed up with the most recent technological advancements that can help you in improvising your customer as well as interdepartmental relations. It provides you the facility to use the potential of the cloud for almost everything you do on this platform. Apart from this, salesforce releases three definite lightning updates every year and you will also get it automatically.
How many Lightning ready applications are there in Salesforce?
Currently, there are a total number of 157 Lightning-ready third-party applications available in the Salesforce’s AppExchange platform. All of those applications are duly pre-reviewed and pre-integrated to work fluently on the Salesforce platform. With the help of these Lightning-compatible applications, you can experience the most consistent client encounter as you shift your organization towards the Lightning interface. All you need to do is search the applications with ‘Lightning Ready’ symbol on AppExchange and get along with it as per your requirements.
What is Lightning?
In common words, lighting is a quick splash of energy that emerges during a thunderstorm. In Salesforce, lightning simply means you can do every integration very quickly. Lightning components in Salesforce provide you with a client-server framework that can accelerate development as well as application performance. Moreover, it is ideal to work with the Salesforce Mobile Application.
What is Lightning Voice for Salesforce?
Lightning Voice for Salesforce is the most highlighting feature of this improved platform. It provides a great advantage for business people by associating them with clients. With the help of it, you will be able to make voice calls directly via Sales Cloud itself. This means that no matter where you are using the virtues of Salesforce, you are always free to make as well as receive calls if you have your cell phone included in it. Apart from this, the best thing about this feature is you can also take notes and log calls while making or receiving a call.
What is Lightning Component Framework?
It comes with the Lightning Component Framework along with some exciting tools. It simply makes building a responsive application a lot easier for any device you desire.
Can you make a Salesforce application without coding?
With the help of Lightning Application Builder, applications can be made without coding and quicker than ever before. All the credit goes to the custom-built Lightning components. Here we are showcasing top salesforce.com CRM features that can enlighten your working experience in an all-new way. Kindly take a look at the following salesforce lightning features list given below:
What is Opportunity Kanban?
Opportunity Kanban: It helps you in visualizing all of your records at once by which you will be able to monitor your work more effectively and can simply plan according to it.
