All Questions
Tagged with salespath opportunity
4 questions
0
votes
1
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304
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How to Edit Path Permissions
I am attempting to limit/expand who can view a certain path created for our opportunity, whenever someone doesn't have permission to view one, this error pops up:
Does anyone know how to fix this, as ...
- 21
0
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2
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5k
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Set default value to Opportunity Stage filed in 'Edit Dependencies' popup
I have opportunity record. And when click on 'Mark Stage as Complete' button 'Edit Dependencies' popup comes in lightning opportunity path.
How to set default value to 'Stage' picklist field.
- 105
1
vote
2
answers
1k
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Cannot enable confetti on path
Tried with 2 of my trailhead playgrounds and the option is grayed out
Object: Opportunity
Field: Stage
I confirmed I have stage values on a Closed/Won category.
Thoughts?
- 1,225
0
votes
1
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Can I create custom paths for lead or opportunity number/conversions according to lead source?
I wanted to create a guided path in sales cloud for leads & opportunity. This path should be different for leads/opportunities from a different source.
For example - I want to create a separate ...
- 556