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Opportunity Closed Lost Stage shows all open stages even not in my SalesProcess

THIS IS THE ISSUE: Q: Why are these stages showing? I only want "Gain Commitment" and "Lost-Closed". My Record in question's RecordType is set to "Lost-CLosed" "...
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0answers
35 views

Validation Rule for Account to request fields not to be blank to change Stage isnt working

This is my Validation Rule I do not understand where is the issue If you are no admin, and CEO hasnt approoved it you shouldnt be able to change Account Stage without filling out infor for company ...
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1answer
84 views

Bypass Required Field Missing error when Bulk Updating Opportunity Stage Name to Closed Lost

When bulk updating old Opportunities to 'Closed Lost' via Data Loader, some records failed to update with following error - Required fields are missing: [Custom_PickListField__c] How can i bypass ...
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23 views

Best practices for tracking a custom object's event stream

I have a custom object that I am developing a staged progression for. For the sake of easy discussion, let's just go ahead and call this Object object which has a picklist field Object Stage. I have ...
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4answers
453 views

How to translate “Closed” in Opportunity?

How do I change the textual value of 'Closed' to "I like cheese" in English, and 「チーズが好き」 in Japanese? "Closed" isn't an actual stage, so it's not in the "Stage" picklist translations: And I've ...
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2answers
477 views

[LWC]: Custom Progress Bar for Opportunity Stages for a Sales Process

Using LWC I made a custom progress bar in an attempt to replace the out of the box chevron progress bar tied to the Opportunity Stages for a Sales Process. What I need to do next is find out what are ...