How To Delete An Opportunity In Salesforce

Delete An Opportunity In Salesforce

To delete an opportunity in Salesforce, follow these steps:

  1. Navigate to the opportunity you want to delete.
  2. Click on the opportunity to open it.
  3. Click on the “Delete” button in the top right corner of the opportunity page.
  4. A confirmation window will appear asking you to confirm the deletion. If you are sure you want to delete the opportunity, click “OK.”
  5. The opportunity will now be deleted from Salesforce.

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Note: Deleting an opportunity will also delete any associated records, such as tasks, events, and notes. It is recommended that you double-check before deleting an opportunity to ensure you don’t accidentally delete important information.