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Remove Option Field from the Accounting Services Proposal

Remove Option Field from the Accounting Services Proposal

Aug 6th, 2022

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How to Remove Option Field from the Accounting Services Proposal

4.9 out of 5

61 votes

In this video tutorial, the presenter guides viewers on troubleshooting issues where users can't see a specific field. They demonstrate creating a new custom field on the lead object, specifically a picklist named "lead interest level," featuring emojis to represent a one to five-star rating system. The critical step highlighted is determining profile access rights for this custom field during creation. Viewers learn how to manage visibility and edit permissions, wether to grant access to all users, no one, or specific profiles. The tutorial emphasizes the importance of properly setting access to ensure that sales users can see and interact with the newly created field.

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