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Skuid pages not respecting Sales Process applied to Opportunity Record type

  • July 8, 2024
  • 3 replies
  • 8 views

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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

This topic has been closed for replies.

3 replies

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Is this still a thing?


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  • Author
  • Rookie
  • July 8, 2024

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.


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