Description

Salesforce Opportunity Search provides a quick method to look up information about an opportunity, but from within the context of your digital workplace. The widget automatically pulls sources from Salesforce and provides many of the features available in the Salesforce web interface.

Key capabilities of the Salesforce Opportunity Search widget:

  • Full text search of opportunity name
  • View open activities and activity history
  • View details of activities
  • Filter and sort activities
  • Add activities (events and tasks)
  • Update activities
  • Set/update reminders for activities
  • View notes and attachments for an opportunity
  • Filter and sort notes and attachments
  • Update notes and attachments
  • Add a new note or attachment