SOLUTION: To make the Sales Process area show on the form, I had to open the Process Customization tool by clicking the ellipses near the top of the opportunity form. You must then make some sort of edit to the Sales Process and click OK. The act of changing and saving the Sales Process somehow enables the user to see the process on the form itself.
Hope this helps someone :)
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Is there a security role setting needing changed to allow access to the Sales Process part of the new Opportunity Form(the one from the Polaris update)? My system administrator security role can see/customize these sections of the form, but a custom Sales role cannot see the same part of the form.
*EDIT*
After doing some trial and error, I've found that it is not because of security roles.
Summation of the problem.
After Update Rollup 12, our Org got the new sales process Opportunity forms. Logged in as my System Admin account, I can open any Opportunity Form and see the new Sales Process near the top of the form as it should. When logged in as a regular Sales user, this Sales Process area does not display.
I originally thought it was a security role issue,and to test that, I assigned my regular Sales user to a System Admin Role and removed the normal sales role.
THIS DID NOT FIX THE PROBLEM, even with SysAdmin security role, the sales process form does not show... and I am at my wits end. Any help would be much appreciated!!!
