Walk through Opportunity Settings during initial Sales Cloud setup. Most options are reversible, but a few (Opportunity Splits) are one-way; decide deliberately before flipping them on.
- Navigate to Opportunity Settings
Setup > Opportunities > Opportunity Settings. The page lists every available toggle in one place.
- Decide on Big Deal Alerts
Check Enable Big Deal Alerts if executives want auto-emails on large deals. Set the email recipient, the amount threshold, and the probability threshold. Save.
- Decide on Update Reminders
Check Enable Update Reminders if sales leaders want automated stale-pipeline emails. Configure recipient, frequency, and conditions.
- Enable Opportunity Splits if multi-rep deals are common
Check Enable Opportunity Splits. The Splits related list appears on Opportunity. Configure default Splits behavior. Train sales reps on usage.
- Configure Opportunity Contact Roles
Set defaults for new Opportunities from Contacts. Decide whether Close requires a Contact Role; weigh data quality against friction at close time.
- Save and validate with test records
Save the settings page. Create a test Opportunity that meets the Big Deal threshold and confirm the alert email fires. Walk through the Close flow as a sales rep and confirm the new requirements behave as expected.
Email notifications for Opportunities above a configured Amount and Probability. Best for orgs with executive visibility into large deals.
Periodic emails to Opportunity owners on stale records. Best for mature sales processes.
Credit multiple reps on the same deal. Required for team selling, overlay quota structures, or hybrid sales models.
Forces Sales reps to identify decision makers before closing. Improves data quality at the cost of close-time friction.
Always on. Tracks every Stage change on OpportunityHistory. Not configurable here but worth confirming exists.
- Opportunity Splits is effectively one-way. Disabling it after Splits have been recorded breaks historical reporting. Plan the rollout as permanent.
- Big Deal Alerts fire on the qualifying state change, not on every save. An Opportunity that crosses the threshold once and then drops below it does not re-fire when it crosses back later in the same session.
- Update Reminders use the Opportunity owner email field, not a notification preference. Reps who delete or filter system emails will miss the reminders entirely.
- Some settings depend on Collaborative Forecasting being enabled. If a setting is grayed out or missing, check whether Forecasting is on first.