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Custom object requirements

Oct 06, 2017 at 04:17 PM

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Hello,

We need to create a custom business object with following requirements:

  • It has to be a table screen available in several standard business objects (Phone Call, Leads and opportunities) where you can create and view records
  • The table has 4 custom dropdown fields (level 1, level2 level 3 and level 4)
    Can you put restriction list based on the 4 fields? If you select a value for custom dropdownfield level 1, only some values become available for level 2, then for level 3, then for level 4, ...
  • Whenever we convert the lead to a opportunity, is it possible to copy the records entered in lead to the new opportunity?

Thanks

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