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Hadeel MamdouhHadeel Mamdouh 

Create stages

Is it possible to create a custom object with custom stages with no code?
 
Raj VakatiRaj Vakati
Yes .. You can able to do it with process builder ( i  am assuming that you are trying to create record ) 

​https://automationchampion.com/2015/02/13/getting-started-with-process-builder-part-1-auto-create-a-record/
Kuldeep Singh 102Kuldeep Singh 102

Hi Hadeel,

yes, you can create custom object with custom stage picklist without code.

For creating custom Object :-

1) From your management settings for custom objects, if you’re using Salesforce Classic, click New Custom Object, or if you’re using Lightning
Experience, select Create | Custom Object.
2) Enter label as per your requirment.
3) Enter s at the end of label for the plural label.
4) Click Save.

In the Custom Fields & Relationships section of the Book detail page,

1) click New.
2) Select Picklist for the data type and click Next.
3) Enter Stage for the field label.
4) Select "Enter values, with each value separated by a new line" from radio button.
5) Enter the values in text box.
6) Click Next to accept the default values for field-level security.
7) Click Save.

Please let me know, if you need anything else.

Kindly mark my solution as the best answer if it helps you.


Regards,
Kuldeep Singh

 
Hadeel MamdouhHadeel Mamdouh
@Raj V I tried building a process the other day  to automatically convert imported "closed-converted" leads to opportunities, but the process builder didn't work and i am not sure where it went wrong, i wasn't totally sure which option to go for in the immediate actions step so that's probably it. I will check the link you provided.
Hadeel MamdouhHadeel Mamdouh
Hello Kuldeep, it worked, but it doesn't display a bar like the standard objects do with a button to "change" the status on the right side of the bar, is that an option in Salesforce?