Mastering Opportunity's In Salesforce

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How does one compare Leads to Opportunities, it is comparing Apples to Oranges.

In order to get a firm grasp on Salesforce, it is important to continuously talk about it and learn the difference between the different services provided. Today, we will be going over the heart of Salesforce: Opportunities and Leads. 

How Does A Opportunity get created ?

Opportunities in Salesforce are created from a lead when a potential customer enters your organization's system. They have to go through what's called prospecting, which is the process of determining if this customer qualifies for your product. As seen below, once a lead reaches the last stage and qualifies according to your organization's prospecting questions, it can become an opportunity.

What is an Opportunity used for ?

Opportunities are used to track and manage accounts. They have what's called staging. For staging, it flows in order, meaning it can have 1-10 stages, but you can't reach 10 without completing 2 first. This is meant to keep the deal organized and make sure all needed items are completed.

What Can Be Accomplished in an Opportunity:

1. Customer information gathering as well as sale details such as product information

2. The ability to create a proposal which holds contracts for deal signing

3. Track accounts related to the account

The Key Differences between a Lead and Opportunity.

As you can see, both hold customer information but differentiate in how far the deal is progressing. Now that we understand the difference, we can maximize how we use opportunities. One of the headaches about opportunities is when duplicates get entered into the system. If multiple opportunities get entered into the system with the same name, address, and contact information, it will become easy for teams to get confused about which opportunity to work on and potentially cause errors from Salesforce querying the data and finding duplicate results

How to avoid duplicate opportunities?

As a Salesforce admin or developer, you can use flows to block the creation of duplicate opportunities. By setting the conditions to display a custom error if the same account is entered twice, it prevents the user from saving this duplicate account. If you're curious about how to do this, create a developer account and make your own flow.

I’’ll give you a hint on how you could use the flow. Get practicing!