Greetings,
Hope you're having a good day.
Today, I came across a requirement from a client which appeared unique to me so I searched a bit and found that Salesforce doesn't actually support it yet. So maybe, anyone here has previously faced a similar scenario and can help me find an alternative to it?
Basically, the requirement is to add some extra stages in the opportunity path which appears only when the opportunity is closed-won/closed-lost. Let's say when the opportunity is marked as "closed-won", the path is updated to have two more stages. i.e. post-won stage 1, post-won stage 2. The same goes for "closed-won".
I believe it is not possible to add some dependent values in the opportunity stage picklist based on its own values. But, what alternate routes do we have here? As we cannot add multiple paths on the same object under the same record type. Otherwise, I would have added a lightning component with some visibility conditions.
If there's nothing we can do, I suppose voting on ideas exchange is all that'd be left: https://ideas.salesforce.com/s/idea/a0B8W00000GdXhbUAF/allow-more-than-one-path-per-record-type
Thanks and Regards,
maybe yoo could create a closed Lost Record Type with further or only post closing steps. With a flow you could change the Record Type and also the path.
Another workaround is to add some new Closed stages with the related probalility and use a validation rule, that you could only use them if the priovalue is closed-won or closed lost.
I am not sure if a lightning component is "overengineered" regarding to the visbility issue and the business use case behind that.
Regards
Jörn
