Understand Opportunity Stages and Salesforce

Article author
Eric Zrinsky


After you configure your Salesforce integration in Apollo, you can view the Opportunity Stages as they are mapped between the two platforms. You can edit any unmapped Opportunity stages in Apollo.

Opportunity Stages and Salesforce

Please note, if you have integrated Salesforce with your Apollo account, Apollo automatically disables the creation of new Opportunity stages. Apollo does this because it is not possible to create or update Opportunity stages through the Salesforce API. The Salesforce Opportunity page is configured as read-only, which means Apollo can only pull this data from Salesforce. Apollo will reflect whatever Opportunity stages you have configured on the Salesforce side.

Refer to the sections below for details about how to view Opportunity stages and edit any unmapped Opportunity stages.

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View Mapped Opportunity Stages

Launch Apollo and click Settings.


Click Integrations in the "Configurations" section.


Click View in the connected Salesforce integration.

View Salesforce Integration

Click View in the Stage and Field Mappings section.

View Stage and Field Mappings

Click the "Opportunities" tab.

Opportunities Tab

Click View in the Stage Mappings section.

View Stage Mappings

All Opportunity stages that are currently mapped between Salesforce and Apollo are identified with the "Mapped from Salesforce" tag.

Mapped from Salesforce

You can edit any unmapped Opportunity stages by clicking the Additional Options (...) button and then clicking Edit.

Edit Unmapped Stage

You can delete any unmapped Opportunity stages by clicking the Additional Options (...) button and then clicking Delete.

Edit Unmapped Stage

Editing and Deleting Unmapped Opportunity Stages

Please note, while you can edit and remove unmapped Opportunity stages in Apollo, doing so will have no material impact on your stages if you are mapped with Salesforce.

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