Saturday, 14 September 2019

My favorite Opportunity features in Winterʻ20 - Part1

  1. Sort Products on Opportunities

Now, we can sort products on opportunity related list. earlier products used to display in the order they appear. Sort order of the products will get updated during sync if related opportunity or quote record get updated.


Screen 1

 Earlier this features was available in classic only. Refer screen 2.

Screen 2

2.  Add Products faster in Opportunities in lightning

Reps can add products in less time with the use of dependent picklist as they create opportunity. They do not need to visit individual opportunity to complete fields. Sales Reps can edit the fields if they are using dependent picklists in the multiline editor for opportunity products. Previously, dependent picklist fields were read-only. Refer Screen 3

Screen 3

3. View Teamʻs Opportunities with one click

Sales managers can view their teamʻs opportunities with new list view "My teamʻs opportunities" which is based on role hierarchy. 

On the Opportunities page, click the filter icon for filtering a list view, and then Filter by Owner. Then select My team’s opportunities. Click Done. Refer Screen 4



Screen 4

Refer Winterʻ20 Release notes from here.
Winterʻ20 Sandbox preview details can be checked from here.




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