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Make Skuid pages respect the Sales Process associated with Salesforce Opportunity record types.


By default, when I use the Stage field from Opportunities, I see all the of the active values, instead of those specifically relevant to the record type in question. In Salesforce, there is a record called a ‘Sales Process’ that defined the relevant stages per record type - which is atypical to how picklists are generally controlled by record type outside of Opportunities. Leads may also follow a similar architecture.


I’m using a UI Only field to manually narrow down the results to the relevant ones - which works fine, but adds a layer of management to any adjustments.


Best


Chris

Is this still a thing?


Hey Pat! Not sure, I haven’t been able to upgrade to the latest update yet - but it definitely is still a thing in my older version.


I like SF/Skuid puzzles. Lemeno if you want to review together on a zoom. 😃