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CRM Business Opportunity Default Company Issue

  • October 8, 2025
  • 3 replies
  • 50 views
AntonioInfoConsulting
Sidekick (Partner)
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In 25R1, when creating a new Opportunity the Company field defaults to the User’s default Company.

In my solution, I want the End User to be able to see a blank Company field and select the Company from a list rather than defaulting to the User’s default Company.

I looked at using Page Designer but cannot see any options there.

Any ideas ?

 

 

Best answer by Abdul

Hi ​@AntonioInfoConsulting,

The requirement can be achieved using a simple Workflow configuration.

Attaching, the workflow for your reference.

 

Regards

Abdul Rehman

 

3 replies

Abdul
Superhero (Partner)
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  • Abdul
  • Superhero (Partner)
  • Answer
  • October 8, 2025

Hi ​@AntonioInfoConsulting,

The requirement can be achieved using a simple Workflow configuration.

Attaching, the workflow for your reference.

 

Regards

Abdul Rehman

 

1 Attachments
https://www.linkedin.com/in/abdul-rehman-ifscloudexpert/
AntonioInfoConsulting
AntonioInfoConsulting
Sidekick (Partner)
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​@Abdul - thanks for this.

I am not too familiar with Workflow Configurations.

Can you provide some guidance on how to load this ?

Abdul
Superhero (Partner)
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  • Abdul
  • Superhero (Partner)
  • October 8, 2025

Hi ​@AntonioInfoConsulting,

The following steps need to be followed.

  1. Import the attached file using the Import Configuration Package screen and click on the Next option.
  1. Click on the Import option once the file has been validated successfully.
  1. Check whether the Workflow was successfully created.

 

Regards

Abdul Rehman

https://www.linkedin.com/in/abdul-rehman-ifscloudexpert/
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