function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Nick MastorisNick Mastoris 

Remove Fields from Opportunity Creation Modal but Remain after Creation

Hey all,
I am new to Salesforce, so my apologies if there is a lack of detail or proper verbiage below, but hoping someone can assist.

I am looking to hide some fields from the creation modal of my opportunities. The fields are set to auto-populate once the Opportunity is created, but it is for a separate business unit. I need to hide a complete section during the creation step.

The flow should result in the following:

"New Opportunity" -> Section Hidden

" Inquiry Stage (after creation) and all stages after" -> Section Visible

Would appreciate any help on this, as I am not sure how to edit what fields are visible in the new opportunity create modal when creating a new opportunity.

 

Best Answer chosen by Nick Mastoris
SubratSubrat (Salesforce Developers) 
Hello Nick ,

For this , would request you to follow this Help video .
This help video has the exact solution that you are looking for .

Link -> https://www.youtube.com/watch?v=vyU9zCAeRMU 

If this helps , please mark this as Best Answer.
Thank you.

All Answers

SubratSubrat (Salesforce Developers) 
Hello Nick ,

Do you want to hide fields in this Mini View of the opportunity on the console ?
User-added imagecan you confirm from the above and share the screen shot and let me know which fields you want to hide .

Thank you.
Nick MastorisNick Mastoris

Hey Subrat, yes, that is correct, I am looking to hide fields in the Mini View. We have a section that we made called "Proposal Details" which can be see below, I want to hide all the fields within this section.

SalesForce Opportunity Mini View - Proposal Details

SubratSubrat (Salesforce Developers) 
Hello Nick ,

For this , would request you to follow this Help video .
This help video has the exact solution that you are looking for .

Link -> https://www.youtube.com/watch?v=vyU9zCAeRMU 

If this helps , please mark this as Best Answer.
Thank you.
This was selected as the best answer
aanojas lanceraanojas lancer
Thanks it helped me
Nick MastorisNick Mastoris
Thank you Subrat, this is what I was looking for. However, this requires me to create a new layout. Do you know if there is a way to do this to a pre-existing layout? I assume it makes sense to just modify the layout to follow the same process as shown in the video.
Terry Henretty 8Terry Henretty 8
Create a helper field checkbox called something like "Display Proposal Details".  Edit the Lightning Page and add a custom filter for that section, and make it conditionally visibile if the Display Proposal Details = TRUE.  Then build a before save flow that updates records on creation that automatically checks that checkbox.  That section will now be hidden on create but will display after the record is created.