I'm new to Salesforce, hopefully this question makes sense!
I would like to set up our platform so that our sales team cannot see full Opportunity record data until they submit a report based on their existing opportunities. If they have 3 appointments for the day, I only want them to see the information for their first appointment, and after they submit a report for that appointment (based on fields in the Opportunity Object), they can see their next one. Basically, that it hides future opportunity data from them, until they complete the open opportunity records.
Matija - that solution makes sense based on my limited understanding of the program at this point -- my question would be - since Opportunities and Events are separate objects, how can I find the next upcoming Opportunity? Do I need a field in the Opportunity object that references the Event date (maybe when I add an event it overrides these "placeholder" fields)?
