What is BulkEdit Opportunity Pipeline in Salesforce?
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Please Note: ** If the download as Excel/PDF not working please Mark "Always Allow" for Adobe flash player setting by clicking in the following link. http://www.macromedia.com/support/documentation/en/flashplayer/help/settings_manager04.html (This plugin uses swf for the download feature so if you have this setting as Always Deny or Always ask then it may not work)
Salesforce My Open Opportunities/Pipeline Management (https://sites.google.com/site/bulkeditopportunities/) is a Google Chrome Productivity Extension with following Features: (Please refresh your salesforce browser Tab prior to clicking on the Chrome extension Icon.):
- By Clicking Edit My Open Opportunities will fetch the Opportunities owned by you from your logged in salesforce instance
- It allows to update the Opportunity Pipeline fields: Probability, Close Date, Amount, Next Steps, ForecastCategory
- From the list of opportunities you can select the opportunities you would like to Mass-Edit Probability, Close Date, Amount, Next Steps and save the records.
- You can View the result in a paginated format, allows search within your result, You can sort a column in the result set
- Click on xls, csv,pdf to download the result in the given format, copy to copy the result and print to print the result.
- This extension will be useful for your Pipeline Forecast calls.
User needs to login to the Salesforce.com org in the browser or refresh the page if already logged-in before clicking on the Chrome extension. The chrome extension reads the session cookie and runs the query/update against the respective Salesforce.com org. There is no need to login again in the extension pop-up. Works well when you are working on multiple orgs and manage your pipeline in multiple orgs at ease.
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BulkEdit Opportunity Pipeline in Salesforce requires some sensitive permissions that could impact your browser and data security. Exercise caution before installing.
Risk likelihood
BulkEdit Opportunity Pipeline in Salesforce has earned a fairly good reputation and likely can be trusted.
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