List of Opportunity Competitors in Salesforce Lightning | Salesforce Certified Administrator Exam CRT101

Defining and Creating Opportunity Competitors in Salesforce Lightning

Question

Universal Container's Salesforce Admin is working on defining and creating the list of opportunity competitors in Salesforce lightning.

How could this be done?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: A

Opportunity competitor is not available in Salesforce lightning.

Option B is incorrect because adding the picklist values for competitors is done through Salesforce classic.

Option C is incorrect because the opportunity competitor cannot be enabled through opportunity whether it is Salesforce lightning or classic.

Option D is incorrect because, in Salesforce classic, the opportunity competitor is a list view on the opportunity page.

Reference:

The correct answer is B: Add the picklist values as competitors through setup, then opportunity then competitors.

Here's a detailed explanation of the process to create a list of opportunity competitors in Salesforce Lightning:

  1. Click on the Setup icon (gear icon) in the upper right corner of the Salesforce Lightning interface.
  2. In the Quick Find search box, type "Opportunity Competitors" and select "Opportunity Competitors" under the "Opportunities" section.
  3. Click the "New" button to create a new competitor.
  4. Enter the competitor's name and any other relevant information.
  5. Click the "Save" button to save the new competitor.
  6. Repeat steps 3-5 for each competitor you want to add to the list.
  7. Once you have created all the competitors, you can add them to the picklist for the Opportunity Competitors field on the Opportunity object.
  8. Go to the Object Manager by clicking on the Setup icon and selecting "Object Manager" under the "Platform Tools" section.
  9. Select the Opportunity object and click on "Fields & Relationships".
  10. Find the Opportunity Competitors field and click on it.
  11. In the "Picklist Values" section, click the "New" button to add a new picklist value.
  12. Enter the name of the competitor you want to add and click "Save".
  13. Repeat steps 11-12 for each competitor you want to add to the picklist.
  14. Once you have added all the competitors to the picklist, you can now select them when creating or editing an opportunity.

In summary, to create a list of opportunity competitors in Salesforce Lightning, you need to first create the competitors in the Opportunity Competitors setup, and then add them to the picklist for the Opportunity Competitors field on the Opportunity object.