Field Dependencies

[siddharth10p]

Case Study (Scenario):

Genwatt would like to enforce data integrity for the Sales and Support processes.

1. The current sales process require to track a reason for a closed opportunity. The sales team is choosing incorrect reason due to lack of process knowledge.
2. Support agents are working on cases, in order to provide the faster resolutions they require information for operating systems & browsers which customer is facing issue with.

Case Study (Analysis):

Genwatt has decided to implement Field Dependency for the following reasons:

1. Field Dependency allows to configure different picklist values per each Controlling value
2. The Field Dependency can be implemented by using few clicks without code

Note: Please think for a while and then find the below solution to know step by step implementation.

[siddharth10p]

1. Case Study (Solution):

Create a Field Dependency on Opportunity

1. Create a custom field on Opportunity Path: Setup > Object Manager > Opportunity > Fields & Relationships > Click on New button a. Type: Picklist b. Label: Close Reason c. Values:

   Lower Price Superior Features Best Service Higher Price Inferior Features Worst Service

2. Create a field dependency that displays certain reasons for different stages (see belowtable) Path: Setup > Object Manager > Opportunity > Fields & Relationships > Field dependency Button

Stage	Close Reason
Close Won	Lower Price, Superior Features, Best Service
Close Lost	Higher Price, Inferior Features, Worst Service

[siddharth10p]

2. Case Study (Solution):

Create a Field Dependency on Opportunity

1. Create two custom fields on Case Path: Setup > Object Manager > Case > Fields & Relationships > Click on New button

• Type: Picklist

• Label: Operating System

• Values:

  Windows 8 Window 10 Window Vista Mac OSx

• Type: Picklist (Multi-select)

• Label: Browsers

• Values:

  Google Chrome Internet Explorer Firefox Safari

3. Create a field dependency that displays certain reasons for different stages (see belowtable) Path: Setup > Object Manager > Case > Fields & Relationships > Field dependency Button

Operating System	Browsers
Windows 8	Google Chrome, Firefox, Internet Explorer
Windows 10	Google Chrome, Firefox, Internet Explorer
Windows Vista	Google Chrome, Firefox, Internet Explorer
Mac OSx	Google Chrome, Firefox, Safari