-
Stages available only when another specific stage has been selected in Salesforce
Hi,
In my Opportunity path, I have 2 stages that will only be needed by the user if another previous stage was selected.
For instance, the stages "Pending Document" and "Waiting for Approval" are only needed if the previous stage "Form Requested" was selected. Most of the time, no form is requested and therefore the 2 next stages are not needed.
I would like these 2 stages to appear only when the previous one ("Form Requested") is selected.
Is there a way to make stages appear only when the previous stage has been set as "current stage"?
Thanks.
-
1 Reply
-
Hi Radhakrishna,
This can be done by using field dependencies in custom field and relationship of that sobject(Opportunity).
Log In to reply.
Popular Salesforce Blogs
Reducing The Technical Debt in Salesforce
Many organizations have been incredibly productive over the last few years with their Salesforce Instance. However, that also means that these entities have accumulated baggage…
Mail a Table of Opportunity Records With a Link of Detail Page | Salesforce Tutorial
In this blog, we have checked the closedDate of the whole Opportunity records and sent a mail of all opportunities whose closedDate is less than…
Learn Salesforce Einstein – Chapter 7 (What is Training in Machine Learning?)
Training a process where we create a model using our datasets. Every prediction query goes to Model, not to the dataset. Let's assume we have…
Popular Salesforce Videos
How to write your first Apex program? | Salesforce Apex basics
In this video, we have explained that how you can write your first apex program in Salesforce. We used developer console to write the code.…
Salesforce Connect ( Cross-Org Adaptor ) | Salesforce Tutorial
This video will talk about external objects using Salesforce Connect, also known as Cross-Org Adaptor. 00:00 Introduction 00:29 Introduction to Cross Org Adapter 01:51 Create…
Send WhatsApp and Save Chat using Lightning Component Salesforce | Salesforce Tutorials
In this video you will learn to send #WhatsApp using Lightning Component Salesforce. Also we will create a custom object to store the chat. Features…
