-
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
5 Reasons Why You Should Say ‘YES’ to Salesforce Mobile App
If you’re in sales, you know how crucial the customer relationship management (CRM) platform is to move dealings through the pipeline. You may have been…
Introducing Junction Objects in Salesforce
A Junction is an object which is utilized to combine two master-detail relationships. In a layman’s dialect, when two relationships come together, they shape one…
Pass Salesforce AppExchange Security with Ease
Kizzy Consulting has worked on creating solutions by integrating several applications with Salesforce in the past year. This article will definitely help you prioritize steps…
Popular Salesforce Videos
How Trailhead Military can Help You to Get a Job? | The Shrey Sharma Show | Salesforce
Shrey is a Chief Executive Officer at Cyntexa, a SILVER Salesforce Consulting Partner in the USA, UK, UAE, Australia, Singapore & India, having a vibrant…
Happy 2021 to the Salesforce Ohana
As 2020 comes to a close, the challenges of the past year give way to hopes of a new year full of love, cheer, &…
Introduction to Lightning Web Components | Hello World | Key Concepts
In this video, We are going to learn the new concept/technology that Salesforce has recently introduced to us. Below is the agenda that we are…
