I have a requirement where i have to make some field visible only when the probability reaches 90 %. Field is on opportunity

Is doing through workflow rule is the best way to do that. Or any other way through best practices.


If your organization has Enterprise Edition of Salesforce, you can create a separate Record Type for Opportunity and a Page Layout for that Record type in which the field in question is added.

Remove the field from your default page layout then create a Workflow Rule that fires when the Stage that reflects the 90% probability is selected. Create a field update that will change the record type from your default record type to the one which displays the field.

You can create a validation rule to make sure that the record type is not selected unless probability is 90% to make sure they don't select it when creating a new Opp.

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    Professional Edition is getting record types and page layouts, too. The More You Know. – sfdcfox May 6 '16 at 17:00
  • @sfdcfox True, this is a HUGE benefit to any/all on PE. Addition of Profiles is also another huge addition! Cheers. – sfdcJameson May 6 '16 at 17:02
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    also - vote for this Idea success.salesforce.com/ideaView?id=08730000000BroxAAC -- only 66,000 vote points - perhaps it will get delivered when it reaches 100,000 – cropredy May 6 '16 at 17:38
  • If you are considering moving to lightning, the "sales path" functionality allows you to feature / highlight specific fields at specific stages. – gorav May 6 '16 at 21:05

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