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
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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