Can I create pipelines for custom module?

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• How do I create multiple sales pipelines?

  Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...

• How is a page layout different from using multiple sales pipelines?

  Page layouts are used to capture details of different records in a single module. For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the ...

• When should I use multiple sales pipelines?

  If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...

• How can I select a pipeline for a deal?

  The pipelines that you have created will be available in the Pipeline picklist field. When you are creating a record in the Deals module, you can select the desired pipeline from the dropdown list. Remember that only the pipelines that belong to the ...

• Troubleshooting Sales Pipelines

  1. I created a pipeline and now I cannot update the Stage field in a record. Creating a pipeline does not affect updating stages in the layout. If a map dependency, blueprint, layout rule, or validation rule has been created based on the Stage field, ...