function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Vimal BhavsarVimal Bhavsar 

How can i create opportunity record type?

Hi,

I wanted to add a Custom Opportunity record type in salesforce how can i do it ?
Ramu_SFDCRamu_SFDC
Follow the guidelines explained in the below article

http://help.salesforce.com/apex/HTViewHelpDoc?id=creating_record_types.htm
ShashForceShashForce
Hi,

1.) Create a Sales Process. For help: https://help.salesforce.com/htviewhelpdoc?err=1&id=creating_multiple_business_processes.htm&siteLang=en_US
2.) Then create a new record type under Customize | Opportunities. For help: https://help.salesforce.com/htviewhelpdoc?err=1&id=creating_record_types.htm&siteLang=en_US

If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.

Thanks,
Shashank
Vimal BhavsarVimal Bhavsar
i cant found Person Accounts in account tab any where....is it available in developer verson only? i have only trial account.
Virendra ChouhanVirendra Chouhan
Hi Vimal,

You must have to create first a Sales Process and active it.
Because without any active sales process we cant create record type on Opportunity.
Vimal BhavsarVimal Bhavsar
Please check this i dont get any of this : Opportunity, Case, Lead, or Solution.

User-added image
ShashForceShashForce
Record types are available only in Enterprise, Unlimited and Developer editions. You probably have Professional Edition or lower and hence cannot find record types, which is expected.