Why is field locked Salesforce?

Why is field locked Salesforce?

It makes sense that, if an opportunity has products, if you want to be able to accurately forecast your opportunities, the Amount field field must become locked to coincide with the value currently on the record reflected through the products.

How do I change opportunity amount in Salesforce?

Salesforce: Updating Opportunity Fields

1. Click the Edit button on the opportunity. You can also hover your mouse over the specific field that you want to edit.
2. Update the fields, as necessary, paying particular attention to keeping fields such as Amount, Close Date, and Stage up to date.
3. When you’re done, click Save.

Where do I find lock dates in taskray?

Move the Lock Dates field into the In the Field Set container. Click Save. Click Save or Save & Close. In the views under the My Work and All Work tabs, tasks and milestones that have locked dates will be indicated by a Lock icon.

Can a task with a locked date be moved?

For such tasks and milestones, TaskRay has the functionality to lock dates. Tasks and milestones with locked dates cannot be moved (rescheduled). If other dependent tasks are moved around, the locked tasks or milestones will stay put and will not be affected by any dependency updates.

When to edit an opportunity record in Salesforce?

There is a general requirement that the Business doesn’t want any user to edit any fields of an Opportunity record when it is in ‘Finalization’ stage or ‘Deal Closing’ stage or even when the opportunity is ‘Closed Won’.

What happens when tasks and milestones are locked?

Tasks and milestones with locked dates cannot be moved (rescheduled). If other dependent tasks are moved around, the locked tasks or milestones will stay put and will not be affected by any dependency updates. Locked tasks and milestones will display a Lock icon next to them to indicate that the dates are locked.