Hello,
There is requirement to have different Opportunity Product record page, where field visibility should be controlled by Opportunity Record Type.
Dynamic Forms not available in Opportunity Product record page, no option for creating custom action, unable to use accordion.
Requirement:
Opportunity record Type = X, some fields must be required on Opportunity Product Layout
Opportunity record Type = Y, same fields must be not required and some additional fields to display on Opportunity Product Layout.
Suggest me possible ideas.
#Salesforce Admin #Opportunity #Salesforce CPQ & Billing #Sales Cloud
@Jayaprakash . Looks like Record Type is still not supported in Opportunity Product. It is an open item in ideaexchange
Opportunity Products record types | IdeaExchange (salesforce.com)
You can follow this workaround if it meets your business requirement:
Opportunity record Type = X, some fields must be required on Opportunity Product Layout---->> create validation rule for the required fields on OP object
Opportunity record Type = Y, same fields must be not required and some additional fields to display on Opportunity Product Layout.---->> above validation rule should not be applied if opportunity record type !=X. Regarding additional fields to display on OP, ight now these fields will be displyed with blank value
