How To Delete an Opportunity in Salesforce

Quick summary

This tutorial shows how to delete an opportunity in Salesforce CRM using the built-in delete action from the opportunity record page. Following these steps removes the record permanently and triggers a confirmation prompt to verify the deletion.

Steps

1. Navigate to Opportunities in the menu bar at the top of Salesforce.
2. View all your opportunities listed on the Opportunities page.
3. Click on the specific opportunity you want to delete.
4. Click the Delete button located on the top right side of the opportunity record page.
5. Click the Delete button again on the pop-up dialog to confirm the action.
6. A confirmation prompt appears confirming that your Opportunity was deleted successfully.