Creating a Competitor List for Assessments

On the Assessment page in Opportunity Manager, users can add competitors to the opportunity assessment process - as shown below:

By default, users can only add competitors that an administrator has added to the following picklist:

Note: the following process applies in Salesforce Classic mode.

  1. In Setup, go to Opportunities and then select Competitors.

  2. Click New in the Competitors Picklist Values pane.

  3. Enter your value and click Save.

Alternatively you can create an Apex Class that allows your users to add competitors from a dynamic list.