How to define a custom sales process using record types, page layouts and custom fields in Salesforce. I have taken a Salesforce business use case to define two sample opportunity tracking workflows – one for tracking products and the other for tracking consulting service opportunities. Key features used are : sales process, record types, page layouts, custom fields and validation rules.
About Author
Very helpful. Many thanks.
thank you, Dave.
Very precise and informative. Thank you!
thank you, Amit
Thank you. Great presentation
Nice explanation. To the point. Thumbs up
thank you nicely explained
Very nice and clear, thnx
this was helpful, even in 2020
Highly helpful. Great thanks 🙂
Helpful even in 2022, Nice explaination