Greetings! I am reaching out for directions on how to use multiple Opportunity page layouts. We sell several service types, each of which require different data points to complete their execution. We have created Opportunity page layouts to capture the data points for each unique service type. As we begin to implement this, I have been unable to locate a guide or Trailblazer path that provides the full details for implementing multiple Opportunity layouts (e.g., the use of record types, roles, etc.). Do you have suggestions for resources that provide a step-by-step guide for implementation?
1 个回答
Hi, @John Crick
Maybe it's can help you:
- https://salesforce.stackexchange.com/questions/149570/is-there-any-way-to-utilize-different-opportunity-layouts-for-differing-accounts
- https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8XOjSAN
- https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T4SIzSAN
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
