Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SatgurSatgur 

No configuration option to pre-default Opportunity "StageName "picklist value

Is there any configuration option to specify default value for STAGENAME field (label - Stage) in Opportunity? What if a particular Sales Process demands all new opportunity records to have a pre-default STAGENAME value?

 

We do understand that Picklist values (for STAGENAME field) are driven by SALES PROCESS + RECORD TYPE that Opportunity transaction is part of. But we may still want to use defaulting options for given sales prcess.

 

Appreciate if you can share your way of dealing with this in case you implemented a similar requirement before.

 

Thanks

Satgur

 

 

 

Going South.ax738Going South.ax738

How about using a VF page with default values?

You could use javascript as business logic over the Stagename column based on that particular sales process, if not leave the other default value.
SatgurSatgur

We wanted to achieve this using pure configuration means and not with a custom developed visualforce (this is least preferred).

 

When we do have defaulting option in other custom picklist field, why would same feature is not allowed for a standard picklist field such as Opportunity StageName?

 

More of a SFDC product, platform level question.

 

Thanks