Hi Team,
Using standard/custom (without apex, trigger, vf pages) can we make fields under a section available to edit? Kindly guide me.
We have a section called Win Reason and there are a few fields. Basis Opp stage- closed won pending. I want the section to be made available for editing/ updated.
Or
can we make a validation rule, if the type is new and the stage is XYZ, only a few people (profiles) can edit the fields.
Looking forward for some guidance.
@* Sales Cloud - Best Practices *
5 answers
Ravindra Sharma (System Administrator at Compliance Quest) Hi. Dynamic Forms, where you can control field visibility based on criteria, sounds like what you need to explore using.