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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.

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Showing 3 of 3 Reviews
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Justin Jaffry
Four Star Ranger
05/18/2024

Seeing. Results and not seeing Inline Record detail

I can see Similar records based on the filter, though it doesn't display the Inline view of the similar record. Is there something that needs to be enabled?

Charlotte Bergan
02/04/2021

Would love for this to work as the standard Similar Opps functionality doesn't exist for LEX

Installed for all. Added 3 fields: 1 standard and 2 custom fields. With same values in various testing opportunities, results are blank. :( Is there any documentation or update available for this app?

Julie Corrigan
Ranger
09/20/2017

Love the concept, but missing results!

Easily installed package and landed the component on the opportunity app page. Set up a couple of quick filters for demo, but not finding results. Wondering if I missed something on install/config as I would love to get this functioning.

Karan Shetye
Double Star Ranger
11/16/2022

Hi, I cannot able to see the details of an opportunity record when it is selected in the similar opportunity list.

Charlotte Bergan
02/04/2021

Same here. Really would love to have a solution to this not working.

Rashi Desai
10/18/2018

Just installed this and had the same problem as Julie. Did anyone figure out how to make this work?

Markus Fehr (SF)
Four Star Ranger
10/09/2018

I'm experiencing the same problem as Julie. Is there any chance to get the component working? I used filters like StageName, ForecastCategoryName and Amount. No results however on any combination of the filters ....

Julie Corrigan
Ranger
09/27/2017

Hi Diarmuid, I added the component to the Opportunities Lightning Page and did try it with both custom and standard fields on the opportunity object such as "StageName" and it did not return any results although multiple opportunities exist in the same stage. Thanks for any guidance you can provide.

Diarmuid Dunne
09/25/2017

Hi Julie, Thanks for using this. Can I ask if you are using the exact API name for the fields that you are filtering by? Thanks