You need to sign in to do that
Don't have an account?
David Allen 29
In the SalesForce1 Mobile app, how can I mark a stage in an opportunity as complete?
In the Trailhead "Creating a Sales Process and Using Opportunities", it says
Am I missing something? Or is the Trailhead incorrect with respect to the current mobile software (Salesforce1 v10.0.3 Build #3027871)?
As you work on the new opportunity, you’ll change the opportunity stage to indicate your progress toward a sale. In the full Salesforce site, you can edit the record to change the opportunity stage. In the Salesforce1 mobile app, tap Mark This Stage as CompleteRegarding the part I underlined, I cannot find any way in SalesForce1 mobile app to "Mark This Stage as Complete".
Am I missing something? Or is the Trailhead incorrect with respect to the current mobile software (Salesforce1 v10.0.3 Build #3027871)?
If you defined opportunity stages and sales process as mentioned in the trailhead module then in the salesfore1 mobile app its will display the progress. Check the screenshot below
So I played around and tried Lightning view. When I enable and activate the Lightning experience, I see the stage graphic on the Windows PC browser (Chrome). When I return to Classic view, the graphic disappears.
But no matter whether I have chosen classic or lightning view, the graphic NEVER appears on my iPhone 6 plus. Here is what I see for the iPhone. And note that I see this style opportunity whether I am looking on my actual iPhone, or whether I am in Chrome using Device mode to simulate the iphone. I can only see the graphic process stage image and the "Mark Stage as Complete" button if I am on the desktop browser, in normal device browser mode, and Lightning experience is enabled.
Can you confirm for me that if you return to classic mode, you lose the Opportunity process Stage graphic and lose the "Mark as Complete" button? I wonder what is different in your config than in mine.
then the paths will appear in my mobile Salesforce1 app on my iPhone. But prior to my creating these paths on the Opportunity object, no path would appear in Salesforce1. This was true even though a path DID appear in my web-based presentation of an Opportunity.