Enhancements in Opportunity Management and Forms and Processes

Opportunity Management


  • In case of a manual change in opportunity owner, the lead associated with the opportunity will automatically be shared with the new owner.
  • Opportunity stage fields can now be marked as read-only in dynamic forms.


Duplicate Detection_U_1


Forms and Processes


  • Now update read-only form fields if the value is empty. This allows a user to come back and edit the value of a read-only field.

Form Setting Read Only Fields

  • The following new work areas are available in the Process Designer
    • Add task and Add Activity processes can be added to the row action on the Manage Opportunities grid, on the Manage Opportunities page

Process designer opportunity work area

    • These will also reflect on the Opportunity tab on the lead details page.

Work Areas for Opportunities