Thursday, January 31, 2019

Set a Default Location and Department on an Opportunity Record

1. Navigate to Setup > Users/Roles > Manage Roles
2. Click Edit on the custom role the Sales reps are using
3. In the Department Restrictions and Location Restrictions field, select the none - default to own
4. Make sure that the Department and Location fields are not empty in the Employee record
5. This can be verified by navigating to Lists > Employees > Employees > Edit on an employee record. Department and Location fields should not be blank.
6. Login using the Sales rep role. Go to Transactions > Sales > Create Opportunities. The Department and Location fields should now be auto-populated.

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