Quick summary
This demo shows how to close an opportunity in Salesforce by updating the Stage field to Closed Won or Closed Lost. It walks through every step from the App Launcher to saving the final record.
Steps
- Click the App Launcher at the top of your Salesforce dashboard.
- Scroll down and select Opportunities from the app list.
- Choose an opportunity from the list to open its record.
- Click Edit at the top-right corner of the opportunity page.
- Scroll down to the Stage field and select Closed Won or Closed Lost.
- Click Save to apply the changes and close the opportunity.
- Your opportunity has now been successfully closed in Salesforce.
