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Vishal Swaroop Toggle button for picklist value field in tableau CRM
Hi All. Please help me on this.
I would like to set up the toggle button for pick list values
Eg: We have different2 stage (Prospecting, Qualification, Needs Analysis, Perception Analysis, Closed Won & Closed Lost) in opportunity.
So my toggle button need to be 3 tab (open, won & lost) while click on open it should show all the opp stage's records except Closed Won & Closed Lost and lost only closed lost opportunity so on.
#TABLEAUCRM
I would like to set up the toggle button for pick list values
Eg: We have different2 stage (Prospecting, Qualification, Needs Analysis, Perception Analysis, Closed Won & Closed Lost) in opportunity.
So my toggle button need to be 3 tab (open, won & lost) while click on open it should show all the opp stage's records except Closed Won & Closed Lost and lost only closed lost opportunity so on.
#TABLEAUCRM
You can reach out to Salesforce Tableau CRM group on https://trailhead.salesforce.com/trailblazer-community/groups/0F9300000009MBPCA2#discussion for inputs on your ask.
Thanks,