User Story
As a Salesforce Admin
I want to configure a field dependency between the "Industry" and "Product Interest" fields on the Account object
So that Account records display relevant product options based on the selected industry, simplifying data entry and improving accuracy.
Acceptance Criteria
-
Controlling Field Setup:
- The Industry field on the Account object will be set up as a picklist with values:
- Technology
- Healthcare
- Finance
-
Dependent Field Setup:
- The Product Interest field on the Account object will be set up as a picklist with values:
- Software
- Hardware
- Consulting
- Medical Devices
- Financial Planning
-
Field Dependency Matrix:
- When "Technology" is selected as the Industry, Product Interest options should include:
- Software
- Hardware
- Consulting
- When "Healthcare" is selected as the Industry, Product Interest options should include:
- Medical Devices
- Consulting
- When "Finance" is selected as the Industry, Product Interest options should include:
- Financial Planning
- Consulting