Skill Shot: Update Your Opportunity in Under Five Minutes

Format: Free, live, instructor-led session

Audience: Primarily for sales representatives and account executives

Duration: 30 minutes

Session Overview

Learn how to quickly update an opportunity in Salesforce so your pipeline information stays accurate and up to date. This practical session will show sales representatives how to maintain key opportunity details, record progress, and ensure that the next steps are clearly documented.

What You’ll Learn

• Open and review an opportunity record.

• Update the opportunity stage and amount.

• Adjust the expected close date.

• Update opportunity details as the sale progresses.

• Record a meaningful next step.

• Identify and correct outdated opportunity information.

• Save changes efficiently and keep your pipeline current.

Hands-On Practice

Participants will review a sample opportunity, update its key details based on a change in the sales situation, and record the appropriate next step.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Managing Opportunities and Your Sales Pipeline in Salesforce

Class Code: SFT-SR-102