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Create a dependency between the Stage field and the new Close Reason field. Note: Not all Stage values will have a dependent Close Reason. 

 

When you get to step 3. There is no Stage listed in the Controlling Field pull-down menu. 

 

  1. While still viewing the Opportunity object Fields & Relationships, click the Field Dependencies button.
  2. Click New, and set up the new field dependency.
  3. Select Stage as the Controlling Field.
  4. Select Close Reason as the Dependent Field.
  5. Click Continue.

#Trailhead Challenges

  1. At the top of the table, click Next until you see the Closed Won and Closed Lost columns.
  2. Double-click inside cells to select the appropriate Close Reasons in the Closed Won and Closed Lost columns.
    • Closed Won: Select all values starting with “Won”
    • Closed Lost: Select all values starting with “Lost”
  3. Click Preview, then test the dependency by selecting different stages and viewing the different close reasons available for each stage.
  4. Click Close to close the preview window.
  5. Click Save, and click OK to accept the warning that not all dependent values have been included.
3 answers
  1. Aug 22, 2023, 10:10 AM

    Dean, I have similar issue, what do you mean by create the fields for closed reason? 

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