# Salesforce - How to Create an Opportunity in Salesforce

> To create an opportunity in Salesforce, navigate to the Opportunities tab, click New, and enter the account name and opportunity name. Next, input the amount, close date, stage, type, and lead source. Finally, click Save to complete the process and view the success message.

Canonical: https://livedemo.ai/tutorials/how-to-create-an-opportunity-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3911ab56e05a00fdf4b5/preview?step=1

## Steps

1. Navigate to the Opportunities tab and click on the New button.
2. Account Name - Select the existing account associated with the opportunity. If the account doesn't exist yet, you can create a new one from within this page.
3. Opportunity Name - Provide a clear and concise name that reflects the opportunity (e.g., "Salesforce Implementation for ABC Company").
4. Put the Amount and enter the Close Date .(Set a target date for closing the deal)
5. Select the appropriate stage from the " Stage " picklist.
6. Type: Specify the opportunity type (e.g., New Business)
7. Select the Lead source.
8. Finally, hit Save.
9. You will get a success message once your opportunity is created.