How to restrict a custom opportunity form for a specific role?

In order to perform the steps below, use the Administrator role.

  1. Navigate to Setup > Users/Roles > Manage Roles
  2. Click Edit/Customize by the Role for which the custom form will be restricted
  3. Click Forms tab
  4. Click Transaction subtab
  5. Find the forms with a Opportunity Type
  6. Preferred: Enter Checkmark by the form you want to restrict for this Role
  7. Enabled: Remove Checkmark for other Opportunity forms
  8. Click Save

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