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Rajani Polampalli 4Rajani Polampalli 4 

Make the few of the fields Read-Only on Opportunity Record Page once sent the details to other system by clicking on quick action button.

We have a requirement in our project – Once we created a Opportunity record by providing field values,there will be a quick action button called “Send to XXXX”. When we clicked on “Send to XXXX” butto, the details will be sent out to other system. After we clicked on this button, we need to make few of the opportunity fields should be read-only.We are not using any VF page or component for this instead we were using standard opportunity page layout.
Would you please help out me on the same?
Neha AggrawalNeha Aggrawal
Hi Rajani,

When sending the details to other system through your quick acton button, can you change the record type of the opportunity record.
Each record type can be associated with a page layout for each profile, where we can define read only fields. Thus as soon as Send to XXX is clicked, page layout of the record will change to a read only layout where fields defined by you will be read only.

This is a good link to understand more about record types:


I hope you find the above solution helpful.
Thanks and Regards, 
Neha Aggrawal - Everything Salesforce (