Affluence Financial Planning has 3 Corporate Deal Sizes. Each of these sizes (you’ll need to create a custom picklist with these options; call it “Deal Size” or “Deal Type”) require different information, which we’ve outlined below:
The Big Kahuna: Its layout-dependent field should be a Yes/No picklist called “Approval from CEO?”
Medium Mama: Its layout-dependent field should be a Yes/No picklist called “Access to Online Courses?”
Baby Banana: Its layout-dependent field should be a currency field called “Potential Future Business”
Create a layout rule that governs these 3 new custom fields and makes mandatory these fields for each of the 3 Deal Sizes.
If you have your own use case for layout rules, build that!
