SFDC - create opty view of next steps | Scribe

    SFDC - create opty view of next steps

    • Thomas Kao |
    • 14 steps |
    • 40 seconds
    • SalesforceSalesforce
    1
    Navigate to [https://scribe2022.lightning.force.com/lightning/o/Opportunity/list?filterName=00B5Y00000HonoeUAB](https://scribe2022.lightning.force.com/lightning/o/Opportunity/list?filterName=00B5Y00000HonoeUAB)
    2
    Click "List View Controls"
    3
    Click "New"
    4
    Type "Opty's w/ next steps"
    5
    Click "Save"
    6
    Click here.
    7
    Click "Select Fields to Display"
    information ordinal icon
    Tip! I just didn't want Account name + Opp Owner Alias in my view. Not necessary to do this step.
    8
    Click here.
    9
    Click "Move selection to Available Fields"
    10
    Click "Opportunity Owner Alias"
    11
    Click here.
    12
    Click "Next Step"
    13
    Click here.
    14
    Click "Next Step"