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Branko Bulajic (Acronis の Salesforce Consultant) が「#Sales Path」で投稿
2023年2月7日 9:14

Hello,

 

I'm having 2 record types on the Opportunity, respective 2 Sales Processes, and respective 2 Sales Paths. Opportunity.Stage field is involved in both Sales Paths.

 

In both Sales Paths, the last instance is 'Closed' and after action: Mark Stage as Current, the pop-up window appears thereby Default and is marked 'Closed Won'.

 

If a user tries to change it to 'Closed Lost', the whole set of values defined in the Sales Path is shown. So technically, the user can revert it to some of the previous Stage values.

 

Hello, I'm having 2 record types on the Opportunity, respective 2 Sales Processes, and respective 2 Sales Paths. Opportunity.Stage field is involved in both Sales Paths.

I want to remove the previous values (Potential Interest, Offer Presentation, and Follow up) just from this pop-up window - not from the whole Sales Path!

So when a user wants to mark 'Closed' as the current Stage, only the 'Won Opportunity' and 'Lost Opportunity' are shown. (This is just a translation for 'Closed Won' and 'Closed Lost', respectively)

 

Is this possible to configure? So no code/screen flow are the options. I'm not developer and I should do it just by simple setup - if possible...

 

Thanks!

#Sales Path #Guidance Paths #Opportunity #CRM Configuration

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Cameron Magusic が「* Sales Cloud - Getting Started *」で投稿
2019年4月23日 6:40

Hi there,

 

I'm currently revising my company's sales path for leads and I have been asked to attached at least one document to each guidance for success, where relevant. 

 

I have tried to add a file URL to one of the guidance paths, however it does not show up when I go back to the leads pathway. 

 

What do I need to do to attach a file to a guidance for success, and is there anyway of uploading a document rather than using a URL? 

 

Thanks for your help.

 

Cameron Magusic

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  1. Cameron Magusic
    2019年4月23日 22:52

    Hi Britto,

    Thanks for following up.

    Both of these things are done.

    I'm not sure what I'm missing here.

    Cameron

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