Contents
How do you make a field required at a certain stage in Salesforce?
First, create a new field set. In this case, go to Setup, Customize, Opportunities, Field Sets. Click New, set the name to “Closed Won Required Fields”, and enter information into the “Where is this used?” section, such as, “These fields will be required for Closed Won.”. Click Save.
How do I remove a field from a page layout in Salesforce?
For that, uncheck the Required checkbox on the field and then open the page layout where you want to make it required and then double click on the field and check the Required checkbox.
What are the opportunity stages in Salesforce?
What are Salesforce Opportunity Stages? Stage is a standard field on an Opportunity record and is a required field at all times. The Stage field has several relationships with other fields which we will dive into later in this article. Combined, these fields will drive your sales process in Salesforce.
What’s the best way to create an opportunity stage?
Opportunity Record Types are the way to handle this. Create different record types for each sales process that is different. Then modify the Opportunity Stage picklist for each record type. In other words, only include those Opportunity Stage picklist values relevant to each record type.
Which is an example of a compact layout?
With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. As with page layouts, there are separate compact layouts for each object. Here’s an example of an opportunity record page.
How are compact layouts make your team more productive?
Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. For example, show phone numbers and regions on an account. Or, show stages, amounts, and ownership fields on an opportunity.