Enable Opportunity Pipeline Attributes in Adaptive Search

For the Sales Dashboard to display values in the Opportunity Pipeline amount, Win Probability, and Amount fields, the following 3 fields must be enabled in Adaptive Search. These fields aren't enabled by default. After you enable the fields, you must run the Partial Publish process to activate your changes.

You enable the fields in the Setup > Advanced tab of the Configure Adaptive Search setup task:

• Primary Revenue

  (Navigation: Opportunity > Primary Revenue > Primary Revenue)

• Win Probability

  (Navigation Opportunity > Primary Revenue > Opportunity Revenue > Primary Revenue > Win Probability)

• Amount

  (Navigation: Opportunity > Primary Revenue > Opportunity Revenue > Amount)

Here are the detailed steps:

1. In the Setup and Maintenance work area, open the Configure Adaptive Search task:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Show: All Tasks

   • Task: Configure Adaptive Search

2. Click Setup > Advanced.

3. On the Advanced tab, click Primary Revenue.

4. In the Configure: Primary Revenue pane, select the Enable checkbox for the Primary Revenue field.

   

5. Click Primary Revenue > Opportunity Revenue.

   
6. In the Configure: Opportunity Revenue pane, use the Find Fields field to search and enable the Amount field and the Win Probability field.
7. Click Save.
8. Publish the new attributes by running the Partial Publish process:
   1. Click Actions > Partial Publish.
   2. Select Opportunity.
   3. Click Proceed with Partial Publish.
   4. In the Partial Publish window, click Publish.