• Nick Mastoris
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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.

 

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.