Auto-Update Opportunity Probability Based on Stage

Business Requirement:

When an Opportunity’s Stage changes, automatically update its Probability (%) field to reflect the new stage value.

Example probability mapping:

• Prospecting → 10%
• Qualification → 30%
• Proposal/Price Quote → 60%
• Negotiation/Review → 80%
• Closed Won → 100%
• Closed Lost → 0%

This automation helps sales teams clearly understand deal chances and keeps data consistent.

Business Value:

• ✔ Improves sales forecast accuracy
• ✔ Removes need for manual probability updates
• ✔ Enables better pipeline and opportunity management
• ✔ Helps sales managers track deal health at a glance

🛠 Objects & Fields:

• Opportunity
• StageName (Picklist)
• Probability (Percentage field)

Apex Trigger Code:

trigger UpdateProbabilityOnStageChange on Opportunity (before insert, before update) {
    for(Opportunity opp : Trigger.new) {
        if(opp.StageName != null) {
            switch on opp.StageName {
                when 'Prospecting' {
                    opp.Probability = 10;
                }
                when 'Qualification' {
                    opp.Probability = 30;
                }
                when 'Proposal/Price Quote' {
                    opp.Probability = 60;
                }
                when 'Negotiation/Review' {
                    opp.Probability = 80;
                }
                when 'Closed Won' {
                    opp.Probability = 100;
                }
                when 'Closed Lost' {
                    opp.Probability = 0;
                }
                when else {
                    opp.Probability = 0;
                }
            }
        }
    }
}

Example:

Opportunity stage changed to “Proposal/Price Quote” → Probability is automatically set to 60%.

Real-Time Use Cases:

• Pipeline management for sales teams
• Automated sales forecasting accuracy
• Enforcing consistent data entry in Salesforce