Timeline for Is there any way to utilize different Opportunity Layouts for differing accounts?
Current License: CC BY-SA 3.0
6 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Nov 22, 2016 at 14:45 | comment | added | Eric | You only need to worry about the Opportunity Record Types. Use a formula filed to pull the criteria needed to determine which opp record type to use and a WFR to set the record type based on the formula field value | |
| Nov 22, 2016 at 14:44 | comment | added | Skobiwankanobi | @Eric For #1, does that mean I need to create a unique Account Record Type, Opportunity Record Type and Case Record Type? Or can that one different Opportunity Record Type communicate with the standard Account and Case layouts? | |
| Nov 21, 2016 at 21:07 | vote | accept | Skobiwankanobi | ||
| Nov 21, 2016 at 17:54 | comment | added | Eric | @sfdcfox - I would advise you determine if one could be removed or not at that point... | |
| Nov 21, 2016 at 17:39 | comment | added | sfdcfox♦ | What about a bazillion-1 record types? | |
| Nov 21, 2016 at 17:01 | history | answered | Eric | CC BY-SA 3.0 |