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Lesson: 04 | Opportunity

Intro

In Salesforce, an Opportunity is a record that represents a potential sale or deal with a customer. An Opportunity record contains information such as the customer name, deal amount, stage of the sales cycle, and other details related to the potential sale.

Opportunities are used in Salesforce to manage the sales pipeline, forecast revenue, and track sales performance. By creating an Opportunity record in Salesforce, a business can track and manage its interactions with a customer, as well as the progress of the potential sale.

In addition to standard fields, Salesforce allows businesses to customize Opportunity records by adding custom fields, validation rules, and workflows. This customization allows businesses to capture specific information relevant to their sales process and business needs.

Opportunities in Salesforce are often related to other objects in the platform, such as Accounts, Contacts, and Products. By associating these objects with an Opportunity record, businesses can gain a complete view of the potential sale and the customer's needs.

Overall, Opportunities are a key part of Salesforce's sales functionality, enabling businesses to manage their sales process in a centralized, organized way, and to maximize their revenue potential. By using Opportunities in Salesforce, businesses can effectively manage their sales pipeline, close deals faster, and build stronger customer relationships.

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A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

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Lesson: 04 | Opportunity

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Lesson: 04 | Opportunity

Intro

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