Skip to main content

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.

 

@Admin Group, lucknow, IN

@* Sales Cloud - Best Practices *

@* Sales Cloud - Getting Started *

@Who owes me a beer?!?

@Trailblazer Community Cove

5 answers
0/9000