[ScenarioIntro ]
[sc:Scenario ]
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[RCAdmin]
The sales team frequently follows up with late stage opportunities that are closing this fiscal quarter. They need an easy way to quickly access these opportunities.
[sc:ScenarioSuccessCriteria ]
Each sales rep must have an easy way to view and follow up on opportunities that they own, with a close date in this fiscal quarter (according to today’s date), with a probability greater than 50% and less than 100%.
[button link=”http://beta.certifiedondemand.com/salesforce-com-certified-administrator/user-interface/ui-scenario-4/ui-scenario-4-solution/”]Scenario Solution[/button]
[/RCAdmin]
I would create a list view with the criteria and then based on the filtered list react to the opportunities that are populated.
I first thought I had to create a custom opportunitiy field with an equation? I think I have to read and interpret the questioning better.
You could take that approach but it isn’t necessary to create a field.