‘Don’t Create an Opportunity’ is Lifesaving New Feature for Admins in Salesforce Summer ’18

Salesforce Summer '18

“Don’t Create an Opportunity” is a lifesaving new feature for Admins in Salesforce Summer ’18.

There are many to be excited about, but this one stands out to Admins that used to suffer headaches with their Users over having to manually check this box every time.

It offers the ability to not create an Opportunity by Default in the Convert Lead Window in Salesforce Summer ’18.

Even better, it’s very easy to set up. All you need to do is follow these steps:

To do this you will just need to follow these easy steps:

  • Navigate to Setup then Search for > Lead Settings
    Salesforce
     
  • Click Edit
  • Checkmark: “‘Don’t Create an Opportunity’ by Default in the Convert Lead Window”

That’s it! You’re done.

This feature offers immediate benefits Users and Admins will love. You used to have to custom create your own button in order to do this, but now it is available for Users via the update.

The overall capability eliminates the stress and anxiety of accidentally forgetting to check this box. Increase efficiencies and save time.

You won’t create unwanted Opportunities anymore in Salesforce Summer ’18 (AKA – Opportunities that really aren’t Opportunities for your Salesforce Organization).


Are you interested in learning more about the exciting updates with Salesforce Summer ’18?

Get demos of these exciting new features in Salesforce’s Summer ’18 release!

Watch “What’s New in the Salesforce Summer ’18 Release” by Ledgeview Partners to see how to use all of Salesforce’s new features here.

Watch Webinar

About Julia Flaherty

Marketing Coordinator at Ledgeview Partners.

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