The request is to simplify the new Opportunity Pop Up window by removing fields, but keep the current page layout.
Possible?
Thanks!
1 answer
You can definitely do that, but the level of effort depends on where you want that button. If your users are used to creating Opportunities from the Account page, you could consider using an Object-Specific Quick Action: https://help.salesforce.com/articleView?id=creating_object_specific_actions.htm&type=5
This would then appear as a button in the top of the page (in Lightning). You can edit the Layout of the action to only include the appropriate fields. The user would click the button on the Account page and the action layout will appear (with only your specified fields). When they save the record, it is created and they can open it to edit the additional fields if needed.
If you want to edit the screen that appears when you click the New button on the Opportunities related list, you will need to create a custom list button (on the Opportunity object) that then launches a VF page. You'll need to create the VF page with your appropriate fields, but this is obviously more involved than the other option.
If your users are used to navigating to the Opportunities tab and clicking on the New button there, you might want to consider a Global Quick Action: https://help.salesforce.com/articleView?id=actions_overview_global.htm&type=5
You could then modify the layout (similar to the Object-Specific Quick Action). The difference here is that your users will need to click on the Global Action [+] button at the top of the screen. No fields will be pre-populated with this approach. If you want certain fields pre-populated (like the Account on the Opportunity) you will need to go with the Object-Specific Quick Action.
