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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Custom Entity List/Record When Source is STATUS
Setup a custom entity field where Type is List/Record/Source List is STatus/Source From is STatus. Save and you get a pop up The field type must match the type of the field you are referencing from (free-form text). Customer Statuses are setup in Setup > Sales. We want to control what certain roles see in the Status dropdown list on entity and opportunity records so I created a status list for our Client Services team and another list for our Sales team but can't get by this pop up. Has anyone had any luck with this?
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