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New Idea

Ability to configure different CSQL detail/creation forms based on controller field (like Opportunity Type)

Related products:CS Renewal Center & CSQL

Not being able to surface, hide, and require different fields for different kinds of CSQLs is a severe limitation. As it stands now, we have to train CSMs on all the different fields to not fill out depending on Opportunity Type because there is only one CSQL form we can configure. As such, we have to include every field for every use case, which makes the form hard to use and enable on, especially as we cannot configure tooltip here either.

 

Compared to SFDC’s capabilities where we can surface different fields based on certain field selections, this is very limiting.

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