Displaying different page layouts for different stages in Opportunities
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Industry: Digital Media
Employee: 11 – 50 employees
Salesforce Cloud: Sales Cloud
Overview: Providing the latest industry news and updates for their registered subscribers
- Some users need to see different fields on the page for different values in ‘Stage’. As an example, the user wants to see a set of fields on the page for new opportunity and a different set of fields for a Closed Won Opportunity. This feature is not present out of the box, but a different page layout can be given by some customization.
- We created a process builder by which users can update the record type according to the stage. Then the required page layouts were assigned to respective record types. Now, as the stage changes, the process builder will update its record type and that will change the page layout.
- The client has a way to sync any of its Salesforce Objects to his MailChimp account dynamically.
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