FavoriteLEAH Gus (Gus) asked in #Data ManagementMar 2, 2021, 1:27 PMcheckboxes in sales pathCan I create something in salesforce that will allow users to check off tasks they complete in the sales path on an opportunity?1 answerSortSort by DateSort by Most HelpfulSort by DateGuy Keshet (TCS)Mar 2, 2021, 1:47 PMof course! create your checkboxes fileds on the opportunity first, than configure your opp sales path and include the relevant check box in each path stage.Add a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Guy Keshet (TCS)Mar 2, 2021, 1:47 PMof course! create your checkboxes fileds on the opportunity first, than configure your opp sales path and include the relevant check box in each path stage.