Last month I was working on one of the client’s requirement where they had multiple sales process set up for different recordtype for which they wanted the Opportunity stagename to look same for each process/recordtype. At first it looks pretty simple, keep the stage values label and api name different but there is a catch. You can not enter picklist value label and api name different for Opportunity stage just like custom picklist.
I have searched over internet and salesforce communities and found that its a limitation that salesforce have. but there is a work around using translation workbench. Following are the steps to achieve or maintain label and api name different.
Lets add the Stage values as follows –
- BR new
- BR Processing
- BR negotiation
Our work is not complete yet as you can see above that our Stage value and API name is still same. Now lets go to translation workbench from setup->quick find -> translation and select Translate.
Note: if the translation workbench is not enable or your org then enable it first.
now select the component as ‘Picklist Value‘ and object as ‘Opportunity‘ then expand the stage field update the translation Label for respective value.
Save the changes and go back to the opportunity record and refresh the record page.
You can also go through the youtube video below –
English – https://www.youtube.com/watch?v=dxr7eYAKLmY
Marathi – https://www.youtube.com/watch?v=oOE46NCMXUI