Combine Account Name & Opportunity Name – and Open Details in a New Tab

As I’ve sat through many Opportunity Review meetings with Sales Managers and Sales Reps, they generally go like this…

• The Sales Manager opens up a Salesforce.com report, full of Opportunities.
• He scrolls down to an Opportunity that he’d like to drill into.
• He clicks on the Opportunity Name – whoops, no, he clicked on the Account Name by mistake.  Click the back button.
• Now he clicks on the Opportunity Name.  They discuss the Opportunity, maybe make some updates.  Save the record.
• Click the back button about 3 or 4 times to get back to the report.
• Repeat for the next Opportunity, then the next, then the next….

I thought to myself, there’s got to be a better way.  How can we make this process more efficient?

So, with a little creative hacking, I figured out a way to keep the report open in the background, and pop open the Opportunity record in a new browser tab.  That way, the Sales Rep and Manager can work on the Opportunity, save their changes, close the Opportunity, and the original report is still right there.