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Similar Opportunity Finder

By Salesforce LabsProductivity

Rating
3.0
Reviews
3
Pricing
Free
Listed since
2017

About Similar Opportunity Finder

Providing rapid filtering of Opportunities with a customised search.

Rapidly filter through all opportunities in your org for those businesses that need to assess opportunites by comparison. Configurable search - set three opportunity fields (standard or custom) as your search filters. Create combinations of searches by selecting 1, 2 or all 3 checkboxes. Provides a granular overview of all opportunites to expose relevant ones to the one that you are working on. Easily navigate to that opportunity to get more details.

Highlights

  • Configurable search criteria - Select the 3 fields that you want to filter by. Works with standard and custom fields that have been added to the opportunity object
  • Create combinations of searches - Each filter uses a checkbox to turn it on. Simply check the box for the filter you want to use. Check 1, 2 or all 3 boxes to find the opportunites most relevant
  • Inline overview of other opportunities with an opportunity record - View the opportunity details of the opportunity that matches your selected search criteria. Easily navigate to that opp also.

Screenshots

Similar Opportunity Finder screenshot 1

Image 1 of 5

Pricing

Free.

Compatibility

Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Developer
  • Salesforce Platform
Lightning Experience
Not supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on September 13, 2017
Languages
  • English

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