I'm trying to set the default Stage value when a user clicks the new button to create a new Opportunity.
I've looked everywhere and have not found any valid solutions other than creating a URL hack. Not a great solution.
It appears this issue has been around since Salesforces inception.
Has anybody resolved it?
Does Salesforce intend to add this capability?
Any help would be greatly appreciated.
Thanks
Chris
답변 10개
Thanks all for your input.
Re: creating a workflow suggestion: unfortunately that doesn't work when creating a new opportunity. It only defaults the value after you have saved the record. The issue is we want the stage value to default as soon as the user clicks the New button.
I will investigate the Quick Actions solution and report back.
Still unsure why Salesforce hasn't enabled setting default values for fields like Stage and Closed Date. People have been asking for this for a very long time.
It'd be good if somebody could give me a reason as to why it hasn't been implemented.
Thanks again for all of your responses.
Chris
