Salesforce ExercisesManage a healthy pipelineYour progress
LESSON 30 / 60 · CUMULATIVE REVIEW

Pipeline skill review

A reliable pipeline combines a justified stage, a plausible amount and close date, and a clear next action.

7 min
  1. 1Understand
  2. 2Guided practice
  3. 3On your own
THE IDEA

Pipeline skill review

A reliable pipeline combines a justified stage, a plausible amount and close date, and a clear next action. Updating one field while ignoring the others can leave a misleading forecast.

This review asks for two separate deal updates. Work from the task details rather than applying the same values to every opportunity.

Builds on Make the next sales action explicit

A WORKED EXAMPLE

A simple example

A sent proposal and a new pilot may be at different stages even if both are expected to close in the same month.

A common mistakeCheck the opportunity name before saving each set of changes.

Words you’ll use in this lesson
Opportunity
A potential sale with an account, stage, amount, and expected close date.
Stage
A milestone in a sales process.
Field
One detail on a record, such as Email, Status, or Amount.