Skip to main content
Richard Harris (Omron) 님이 #Sales And Marketing에 질문했습니다
I would like to display diferent fields on an opportunity page based on the opportunity stage.

 

Can that be done?
답변 2개
  1. 2014년 6월 12일 오후 10:05
    Yes.  Each time the record is saved, there is a chance to write a Workflow Rule Field Update.   The Workflow Rule can determine which Stage the Opp has just changed to, and the Field Update can set the RecordTypeId to a record type that has the appropriate page layout associated with it.

     

    You define Page Layouts and Record Types under Setup->Customize->Opportunities.

     

    You define Workflow Rules under Setup->Create->Workflows & Approvals->Workflow Rules.
0/9000