Create custom roles and requirements in Opportunity Marketplace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create custom roles and requirements to meet the needs of your organization. Roles and requirements are maintained as records in the Opportunity role [sn_opp_market_opportunity_position] table.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > Opportunity Marketplace > Opportunity type configuration.
    2. Select an existing Opportunity type.
    3. Open an existing opportunity roles and requirements record.
      1. Select the information icon next to the Roles and requirements field to preview the record.
      2. Select Open Record.
      You’re taken to the Record Producer record for the opportunity roles and requirements.
    4. Select Copy.
      A copy of the record is created. Copying this record can take sometime.
    5. When a copy of the record is available, update the following fields.
      • Name
      • Short description
    6. Review and update any other fields you want to change.
    7. Select Update.