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Similar Opportunity Finder

By Salesforce Labs

Providing rapid filtering of Opportunities with a customised search.

Free  

Never requires payment

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Business Need
Productivity

Create a configurable search to filter opportunites in your org. For example, businesses that need to assess opportunites of a similar stage. Simply set stage as one of the filters and you can view all other opps with that stage.

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.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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