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@Takaa(Motohashi Takaaki)

通貨（Currency）項目の設定不可事項

Posted at

Salesforceの項目型（通貨）では設定できないことがいくつかあります

設定不可事項1 共有ルールで項目設定不可

Salesforceの共有ルールでは通貨型の条件設定ができません

例として商談の標準項目「金額」(Amount)はもちろん、カスタム通貨項目も共有ルールでは使えません

image.png

※参考URL
https://salesforce.stackexchange.com/questions/419770/opportunity-sharing-rules-criteria-based-field-amount-not-available

設定不可事項1 一致ルールで項目設定不可

一致ルールでは金額項目の設定はできません

image.png

image.png

※参考リンク

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