General Interest

Customizing the forms in the new sales process

You can edit the sales process through the configuration tool in the user interface, or, if you have software development resources available, you can modify the sales process by adding customizations to the code that the forms use. You should have some basic understanding of customization work before you begin. More information: Customization Capabilities.

Some aspects of the new forms can be modified, while others cannot.

  • Web resources. You can still add web resources as you normally would. Be sure to select the Show this Web Resource in Read Optimized Form check box so that it will be available in the new process forms.

  • Sub-grids. You may add sub-grids to the new process forms as you would with existing entity forms. Note that the behavior of the “+” sign in the new sub-grid will vary, depending upon which controls you have in place on the form. Note that sub-grids cannot be customized to display charts.

    • Add Existing and Add New, both. If both are present, the “+” sign control will function as Add Existing.

    • Add New only. The “+” sign will open a new record form.

    • Add Existing only. The “+” sign will open the classic lookup dialog box.

  • Navigation Pane. You may still add a Navigation Pane, though only for the Case form in Customer Service.

The following items are not customizable with the new sales process forms:

  • Activity History. The posts, activities, conversations, and notes that display in the middle of the new forms cannot be customized.

  • Command Bar. The row of buttons across the very top of the new forms cannot be customized.

Updating the process will require you to update the Process Configurations entity. By default, all roles have Read privileges to this entity. If you create a new custom security role, you will need to grant Read privileges to the new role, or the users in that role will be unable to see any of the fields within the process control.

By default, all security roles with permissions greater than Sales Managers (including Sales Managers) have Write privileges to the Process Configuration. This privilege allows users with these security roles to use the Process Customization tools.

Warning
If you add required fields later than Stage 1, they can occasionally cause errors when users attempt to save. If users update fields in multiple stages without updating the required fields and then attempt to close the record from a different stage, the record will not save successfully. The user will need to reopen the form and enter the data again. In future releases, when you add required fields, the system will automatically prompt users to enter data in the fields before saving.

Note
  • If you add more than four columns to the header control, only the first four will be displayed when the form viewing mode is set to read-optimized mode. If users open the forms in edit mode, all the fields will display.

  • If you provision new languages in your organization and attempt to use the Sales Process Configuration Tool, you’ll receive a warning message indicating that the tool is available only in your original base language. This is expected.

Important
If you attempt to add Floating point or Single line of text fields to your Account stage, you may receive an error. This error indicates that you do not have sufficient permissions to edit these fields. In some cases, this error will appear despite your permissions actually being sufficient to edit the fields. If you see this error unexpectedly, clear your browser’s cache and try again. For more information about clearing your cache, see your browser’s documentation.

    See Also