-
how can we avoid add product selection screen while creating opportunity in Salesforce?
We have one requirement, for one specific new record type in Opportunity, users do not want to see Price book selection and Add Product to Opportunity selection while creating Opp.
I was able to avoid Price book selection screen through Process Builder by setting default value of price book for that record type. But Add Products to Opp screen is still coming Is there any way to remove it from particular Opp record type.

Price Book Selection Screen:

Add Product Screen after this:
”‹”‹”‹”‹”‹”‹”‹

This is coming from Opp Setting and we cannot disable this as it will be applicable for all record types and we do not want that. These 2 screens should not come just for one record type.
Log In to reply.
Popular Salesforce Blogs
Salesforce Customer Portal: Features, Industry Use Case, and Benefits
The ideal features in a customer portal may vary depending on the industry, business needs, and the types of customers that the portal is meant…
Top New Salesforce Winter ’20 Features
Salesforce is back with Winter Release. Every year, Salesforce announces three releases packed with features that enhance the Salesforce experience for the admins, developers, and Salesforce users.These…
Popular Salesforce Videos
How you can Increase your Salesforce Efficiency and Productivity
In this video, Brad discusses how to increase your workplace efficiency and productivity using various Google Chrome extensions and techniques. As always, we have linked…
5 Different Ways To Make Field Mandatory In Salesforce
Watch this video to check out 5 Different Ways To Make Field Mandatory In Salesforce. Do check out the playlist on Salesforce Lightning https://www.youtube.com/watch?v=gyJIB-y_OCE&list=PLfhCqnDpK3b_rnWbWj6c2O1P73SACq8D-
Salesforce Lightning Development | Make Your Business Lightning-Ready With Algoworks!
Description - From creating Lightning-ready Salesforce AppExchange apps to making Salesforce instances Lightning-ready, we have mastered Lightning. Contact us for salesforce lightning development services! https://www.algoworks.com/salesforce/…
Popular Salesforce Infographics
Salesforce and QuickBooks Integration - Transform your Business
Do you know that you can convert 30% of your opportunities into leads when you integrate Salesforce and QuickBooks together? Sounds Interesting right? Our connector eShopSync…
5 steps to follow for successful Salesforce Implementation
Although implementing Salesforce is designed to help you meet the challenges of your business, it might not provide the results you want, whether it is…
Customer Service Words and Acronyms
Savvy service reps know it is important to stay hip with the lingo. If it seems like customers and agents always keep you guessing with…



