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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Workflow: Set Field Value of Status / Probability on Opportunity
I've created a simple workflow that sets a number of default field values of an Opportunity transaction based on the User Role. Everything is working as designed * except * for the Opportunity Status / Probability fields.
Let's say under Setup -> Sales -> Customer Statuses our list contains the following entries:
Need Identified 10%
Budget Confirmed 30%
Buying Proces 40%
In the workflow, I've set the Opportunity/Estimate Status to a Static value of Budget Confirmed (using the Selection dropdown).
The value of Budget Confirmed appears correctly on a new Opportunity Transaction. However, the Probability % is not showing 30%. Instead its showing 10% which is associated with Need Identified (our default under Sales Preferences).
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