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Sales Rules: Select a Customer Rule Field

edited Nov 22, 2019 4:34PM in CRM 4 comments

When creating a new Sales Rule, what determines which custom fields appear under Setup -> Sales -> Sales Rules -> New?

We need to build some rules using a field on the Customer Record that is sourced from a Custom Record ... but it's not appearing in the list. However, many other custom fields are there as an option.

Is there a particular setting on either the custom field and/or custom record that impacts whether or not the field appears in this list?

Many Thanks -

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