Oct 2019 Wave 2 update got one of the most asked feature. Being able to customize the Opportunity Close Dialog box.
Assuming, you have enabled 2019 October Wave 2 update enabled for your Organization or you’re reading this post Oct 2019 with Wave 2 Updates already applied to your organization.
For Early Access of Oct 2019 Wave 2 Updates, follow my post here – Early Opt-in for October 2019 Wave 2 Updates
Please note that this feature is still not generally available and is not recommended for Production use yet.
Non-Customizable Opportunity Close Dialog
Up until now, you had this familiar Opportunity Close dialog where all you could do is just fill in the details and Close the Opportunity.
And you couldn’t add your own fields or modify it in anyway.
Please note that this feature is only available for the Unified Interface on Orgs enabled for 2019 Wave 2 Updates (Early opt-in or General availability)
Enable Customizable Opportunity Close Form
Please note that this is a feature Admins will need to activate for the Organization and won’t be automatically updated once the Wave 2 updates are applied.
Under Sales tab in System Settings, enable Customize close opportunity form
Example: Let’s say I have this field called as Internal Reason, I’ll add it on the Opportunity close entity (which users will use this on the Opportunity Close form when closing an Opportunity)
And I’ll simply add it to the Opportunity Close Quick Create form
Opportunity Close Quick Create Form
Once you do this, a Quick Create form you defined will open up instead of the traditional dialog box and you can include your custom fields on the same as well
Happy 365ing always! Hope this helps.
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