Note: Not all Stage values will have a dependent Close Reason. While still viewing the Opportunity object Fields & Relationships, click the Field Dependencies button. Click New, and set up the new field dependency.
Full Answer
What is a dependent field in Salesforce?
A dependent field works in conjunction with a controlling field to filter its values. We can define custom picklist fields as controlling or dependent fields. Standard picklist filed must be controlling fields. We cannot define standard picklist fields as dependent fields.
How to create a custom stage field in Salesforce?
2. Create a new Field Dependency within the Type field (Customize -> Opportunity -> Fields -> Type -> Field Dependencies) and pick this new custom Stage field as the dependent field. 3. Create all picklist values that are possible for the custom Stage field for all different Type values in the standard Stage field.
What are picklists and field dependencies in Salesforce?
To accomplish what they want, you set up picklists and field dependencies. Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions.
How to create a sub-category in Salesforce with no dependency?
As there are no Field dependencies in the object click on New button. Now select controlling field and Dependent field. Here we have selected controlling field as Category and dependent field as Sub Category.
What fields can be dependent fields in Salesforce?
A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field . Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.
Which of the following fields Cannot be a controlling field for dependent Picklists?
Dependent picklists and controlling lead fields can be mapped to account, contact, or opportunity fields with different dependency rules. Multi-select picklists can be dependent picklists but not controlling fields. Custom picklist fields can be either controlling or dependent fields.
Can a text field be a dependent field in Salesforce?
So far from everything I've read (been searching around for quite awhile now) you can't make a field dependency for text fields. The controlling field would still be a picklist ("Products") but the dependent field would be a text field called "Other".
Can you make a dependent field required in Salesforce?
You can make a dependent field in salesforce mandatory by either changing the page layout or by creating a validation rule.
Can standard fields be dependent?
Currently you can setup a field dependency relationship on two picklists in an object. The controlling field can be a standard field, but the dependent field must be a custom field. Please allow the dependent field to be a standard field as well.
How many dependent fields can you have in Salesforce?
For example, there are two fields called Country & State....More point about dependent fields.Data TypeCan we define as Controlling fieldCan we define as Dependent fieldCustom PicklistYesYesMulti-Select pick listNoYes2 more rows
Can a text field be dependent on picklist?
The only fields eligible for dependency are Picklists and Checkbox fields. (Checkboxes can only be controlling, not dependent, fields). If you don't want to build custom functionality in Lightning or Visualforce, Validation Rules are the best currently available solution.
What are dependent fields?
A dependent field is a field which is populated by a database query which references the value of another field (which is known as the independent field) in the same Dynaform. Each time the value in the independent field changes, the database is automatically requeried to repopulate the dependent field.
How do I use field dependency in Salesforce?
Create Field DependenciesWhile still viewing the Account object in the Object Manager, select Fields & Relationships.Click Field Dependencies.Click New.Select Region as the Controlling Field and select Zone as the Dependent Field.Click Continue.Select the appropriate zones in each column by double-clicking them.More items...
How do you make a field required at a certain stage in Salesforce?
Create validation rule in Salesforce ClassicClick Setup.Click Customize | [the object you need to modify] | Validation Rules.Click New.Enter the Validation Rule name.Set the Validation Formula as per the suggestion above, feel free to adapt to your needs.Set the error message that the User will receive.More items...
Which of the following field types may be a controlling and dependent field in Picklists?
Standard picklist fields can be controlling fields but not dependent fields. The maximum number of values allowed in a controlling field is 300. In addition, if a field is both a controlling field and dependent picklist, it can't contain more than 300 values.
How do I change a field dependency in Salesforce?
From the management settings for the picklist's object, go to Fields. Click Field Dependencies. Click Edit next to the field dependency relationship you want to change. Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.
What are Salesforce Opportunity Stages?
Opportunity Stages are the various steps that a user must take to sell a product or service within your company, this is often referred to as a companies sales process.
Opportunity Stage Features
Whilst the Opportunity Stage field is a relatively simple concept, there is a lot going on behind the scenes that allow you to forecast and estimate the probability of success.
How to Create a Custom Salesforce Opportunity Stage
Creating a custom Sales process within Salesforce is easy, you simply need to create the stages with their relevant characteristics filled in, and then order them correctly.
Opportunity Stages Best Practices
Hopefully, after reading the above section, you feel skilled up on the typical use case of Salesforce Opportunity stages. But the most challenging part can often be deciding on the stage usage. After all, every customer and sales engagement won’t necessarily follow a linear path, however, most will go through a set of similar stages.
Conclusion
If you’re using Sales Cloud, the Opportunity object is one of the most important objects your users will be working with. This is why it’s so important to ensure that it is implemented correctly, and Sales operations are involved to ensure that the technology will support the people using it.
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What is Salesforce stage duration?
Many Salesforce customers can get additional benefits from their investment by using the data generated from Sales Stages and in particular Stage Duration.#N#Stage Duration is a count of the number of days an opportunity is in a particular Sales Stage. When you change a Sales Stage the counter starts until you change it again. It's often used to understand how long a salesperson is taking to move through sales stages and often an important indicator of the health of an opportunity or pipeline. If a Sales Stage has lingered within a particular stage for too long it allows management to ask questions about the likelihood of the deal succeeding.
When you change a sales stage, what happens to the counter?
When you change a Sales Stage the counter starts until you change it again. It's often used to understand how long a salesperson is taking to move through sales stages and often an important indicator of the health of an opportunity or pipeline.
Can you show the field on a page in Salesforce?
You can't show the field on a page layout. look through all standard fields on the opportunity object and it's missing. Salesforce Lightning does allow you to hover your mouse pointer over the current sales stage and you'll see the Stage Duration value in a pop-up screen item.
Field Dependencies in Salesforce – Salesforce Tutorials
In this Salesforce tutorial we are going to learn about Field Dependencies in Salesforce , Field Dependent picklist in Salesforce. Let us learn about Field Dependencies in Salesforce.
How to create Field Dependencies in Salesforce?
Login Salesforce to create Field Dependencies in Salesforce for pharma product. Go to Setup | Build | Create | Objects | Pharma Product | Custom Field and relationships | Field Dependency.