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Opportunity Probability and Workflows

Configuring Opportunities

The system setting opportunityStatusProbabilityToClose controls the percentage value or weight of each status listed in the Opportunity field mappings.

  • Each status must have a corresponding probability.
    • For example: .10, .25, .5, .9
  • This corresponds to the percentage by multiplying by 100 or moving the decimal to the right two spots (.10 = 10%, .5 = 50% and so on)
  • Treat the opportunity status and the system setting opportunityStatusProbabilityToClose like you would a value list and display value list.
  • Make sure there is a 1:1 relationship. If there are 4 probabilities, there should be 4 statuses and vice versa.