-
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. -
0 Replies
Log In to reply.
Popular Salesforce Blogs
Can AI-powered chatbots for Healthcare be HIPAA-compliant? Salesforce Einstein is the Answer!
If AI is well-trained, humans might communicate with it and don't even know they interact not with another human. It's considered to be the most…
Scan Business cards to Outlook in seconds
Ever juggled with the misery of collecting business cards & typing them into your Outlook account? Look no further, with Bric APP business card scanner you can scan…
Unboxing Salesforce Winter ’20 edition| Accelerate the adoption with Salesforce In-App guidance
Along with numerous global events taking place this winter, Salesforce has also released its much-awaited Winter ’20 edition. And, as always, Salesforce has exceeded the…
Popular Salesforce Videos
Integrate Salesforce and Active Directory Step by Step
The prospect of implementing Single Sign-on in your Salesforce org can seem daunting if you are unfamiliar with the process. In this live step-by-step demo…
Duplicate Management In Salesforce | Duplicate Rule and Matching Rule
Learn how to work with duplicate rules and duplicate records in Salesforce. This video will cover the following points - 1. Matching Rule (1:20) Get…
Salesforce Communities: 5 Powerful Ways to Drive Growth
Salesforce Communities are brand spaces designed specifically for Salesforce customers to connect with the community outside their org (i.e., employees, partners, and customers) and collaborate…
Popular Salesforce Infographics
Top Salesforce Data Loaders and Tips for Using it.
This is the list of the top performing Salesforce Data Loaders and the tips for using them in the form of an effective infographic.
The Salesforce Lightning Platform for Employee Engagement: Key Findings
Salesforce provides a system of engagement across the entire employee lifecycle that enables organizations to connect multiple back-end systems of record with one system of…
4 Ways to Generate Leads Using Marketing Automation
As businesses gain access to greater amounts of customer data, and consumers themselves have more options for services and products, marketing strategies have become more…
