Activity Forums Salesforce® Discussions how can we avoid add product selection screen while creating opportunity in Salesforce?

  • how can we avoid add product selection screen while creating opportunity in Salesforce?

    Posted by Sharmila Sahoo on March 4, 2019 at 7:48 am

    We have one requirement, for one specific new record type in Opportunity, users do not want to see Price book selection and Add Product to Opportunity selection while creating Opp.

    I was able to avoid Price book selection screen through Process Builder by setting default value of price book for that record type. But Add Products to Opp screen is still coming Is there any way to remove it from particular Opp record type.


    Price Book Selection Screen:

    Add Product Screen after this:
    ”‹”‹”‹”‹”‹”‹”‹


    This is coming from Opp Setting and we cannot disable this as it will be applicable for all record types and we do not want that. These 2 screens should not come just for one record type.

    Sharmila Sahoo replied 3 years, 7 months ago 1 Member · 0 Replies
  • 0 Replies

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