An app builder wants to limit the number of fields users are required to fill out when creating a new Opportunity. Once they fill out the required fields and save, the full record page with additional fields relevant to the Opportunity type becomes available.
How could this be accomplished?

Question

An app builder wants to limit the number of fields users are required to fill out when creating a new Opportunity. Once they fill out the required fields and save, the full record page with additional fields relevant to the Opportunity type becomes available.

How could this be accomplished?

Jari Tetteroo · Accepted Answer

Make the Opportunity type a required field on the initial Opportunity page layout and use automation to fill in the type field to a record type.

Jari Tetteroo · Answer

Use different page layouts for Opportunity types based on the user profile.

Jari Tetteroo · Answer

Once the required fields are populated, use a sharing rule to share the new fields with the user.

Jari Tetteroo · Answer

Hide additional sections on the page layout and show the users how to manually expand them when they want to fill in the fields in the hidden sections.

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