O'Reilly logo

Salesforce CRM Admin Cookbook by Paul Goodey

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Showing Opportunity Sales Stages descriptions on the home page

The Opportunity Sales Stages configured in a Salesforce organization are important for pipeline and performance measurement. The stages should be clearly described and communicated to the sales team and across the business. In this a recipe we will describe the stages in Salesforce and make these descriptions available on the home page.

Getting ready

Carry out the following steps to add sales stages descriptions:

  1. Navigate to the home page components setup page by going to Your Name | Setup | Customize | Opportunities | Fields | Stage.
  2. Click on Edit on the Stage Name.
  3. Enter text in the Description field.

    Note

    Now continue to add descriptions for all your sales stages by following the steps ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required