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Requirement: If Opportunity has XYZ product, then hide field "End User" on the Opportunity header. 
1 件の回答
  1. 2017年3月17日 17:34
    You are going to need Record Types defined for Opportunity with the Page Layout WITH End User and the Page Layout WITHOUT End User. 

     

    Then you need a Process Builder on Opportunity Line Item that, when created AND XYZ, then change the Opportunity Record Type. 

     

    If this is strictly for visual satisfaction, I would caution against turning on record types. They are a pain to maintain unless there is a really compelling business case to create ROI. 
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