We have process in salesforce.
1. Sales Process – Opportunity
2. Support Process – Case
3. Solution Process – Solution
4. Lead Process – Lead
Now we have record types and each record type must be associated with one Process.
Question is why Standard pick list values (Opportunity Stage, Lead Status, Case Status, Solution Status) not available for Editing Pick list value based on record type even other pick list values are available.
I just wanted to know the reason, I have seen many blogs , salesforce documentation but still not clear. Why salesforce does not allow these values in to Available Pick list values for Editing Section.
Thanks
Vijay
Best Answer
Stage on opportunity and Status on Case for example are desgined by Salesforce to ensure the an opportunity or case functionality meets standard CRM features. In accordance, a SF opportunity cannot be created without assigning a stage, that is like other picklists stage cannot be set to a --None-- value. Similarly a case status picklist must contain a valid "Closed" type picklist value(for any record type), Salesforce altogether has a functionality built for closing a case through "Close case" button. So support these standard features, wherever required Salesforce has built processes.
Hope this helps.