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Partner Commerce for Salesforce

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Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Partner Commerce for Salesforce

Product Configuration

Setting Action Intent to Hide

Configuring the Action Intent to "Hide" is essential for managing visibility settings within Salesforce. This task ensures that specific actions are hidden from users based on predefined criteria, enhancing the user experience and maintaining data integrity. Follow the steps below to set the Action Intent to "Hide" effectively.

  1. Go to Setup > Create > Objects > Constraint Rule > Action > Action Intent.
  2. From the Values related list, click New.
  3. Enter Hide as a picklist value and click Save.
  4. On the Action Intent details page, from the Picklist Options related list > Controlling Field > click [Change] next to Action Type.
  5. From the Exclusion column, double-click Hide and click Save.
    Note:

    Do not select Hide for any other action types.

User Guide
Partner Commerce

September 24, 2026