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In Salesforce, if assign an existing opportunity stage as the committed stage, will all existing opportunities become committed automatically?

Overview

You want to know if you assign an existing opportunity stage as the committed stage, will all existing opportunities become committed automatically - or - does an edit need to occur on the opportunity in order for it to be picked up and processed by AvaTax?

Environment

Salesforce

Resolution

  • An edit needs to occur on the Opportunity in order to process and commit it by AvaTax.