Use Case Description

When a user creates a change quote or order from the Change Cart, she can create a new opportunity for the new change quote or order, or associate an existing opportunity with the change quote or order.  

 

When creating a new opportunity, if there are more than one record type for opportunities, a user can choose a record type first - for example, New Business, Upsell, Renewal, etc. Then she will be navigated to the Create Opportunity screen.  The page layout of the Create Opportunity screen, by default, is based on the Opportunity Layout assigned to the selected record type as well as the current user role.  

 

However, by default, Salesforce will show *all fields* configured on the Opportunity Layout, instead of only the first section, or only the required fields.  

 

So in order to streamline the opportunity creation process, you can configure a set of Field Set, each associated with a specific record type.  Once the field set is configured, Nue will display only the list of fields configured on the field set in the opportunity creation popup.  

 

Create Opportunity Record Types

If you already have opportunity record types and sales processes, please skip this section.  

 

To create a sales process associated with opportunity record type in Salesforce, follow these steps:

 

• Go to Setup in your Salesforce org.
• In the Quick Find box, search for "Opportunity Record Types" and click on it.
• Click on the "New" button to create a new record type.
• Give your new record type a name and select the appropriate settings.
• Under the "Sales Processes" section, click on "New" to create a new sales process.
• Give your new sales process a name and select the appropriate settings.
• Define the stages of your sales process by clicking on "Add Stage".
• Customize the picklist values for the Stage field by clicking on "Edit Picklist Values".
• Configure the stage-related picklists, such as Probability, Forecast Category, and Sales Stage.
• Define the sales path for the opportunity record type by clicking on "Add Path".
• Customize the sales path by adding guidance for each stage.
• Set up any automation, such as workflow rules, to trigger actions based on stage changes or other criteria.
• Once you have completed these steps, your new opportunity record type with its associated sales process should be ready to use.

 

Create Field Set

To create a field set associated with a record type, please follow the steps below.

 

Assuming you’re going to create a field set with record type API name Cross_Sell: 

• In the Quick Find box, search for "Object Manager" and click on it.
• Click on "Opportunity" to open the Opportunity object.
• In the left-hand menu, click on "Field Sets".
• Click on the "New" button to create a new field set.
• Give your new field set a name and description.
• Name:

  NueLookupForm_{recordTypeName}

  , e.g.,

  NueLookupForm_Cross_Sell

• Select the fields that you want to include in your field set by clicking on the "Add fields" button.
• Drag and drop the fields to arrange them in the desired order.
• Please make sure to include all required fields for this field set to make sure the end user is able to create an opportunity successfully.
• Optionally, add any related list fields that you want to include in the field set.
• Save your field set.

Now you can test your opportunity creation popup layout in the Change Quote/Order Flow.  

Additional Notes

Please note the following: 

• In the Create Opportunity popup, only active record types will be displayed
• If you do not have a field set associated with a selected record type, Nue will display the full opportunity layout assigned to the record type as well as the current user profile.