I have a specific account that I want to use a different opportunity page layout and sales path than my other accounts. Since dynamic forms are not available for opportunities yet, I was thinking I could create an Opportunity Record Type for opportunities for this specific customer to accomplish this. The only issue is that it will allow users to create that record type on other accounts as well. Is there a way to make it so that Opportunity Record Type is only available for opportunities on a specific account?
Hi Aaron,
You mean lets say you have account A and B. You are going to create 2 record types of opportunity say A and B.
Now if i create a opportunity of record type A then it will allow me to select account A only, likewise for B!!!
You can do this with the help of validation rule in order to select hard-coded accounts only for particular record type.
However this looks not a Good design of a system. I think this is a part of user training
