How to adjust the Account Type drop down values in Salesforce Essentials Resolution 1. Click on the gear icon on the top right and go to Setup 2. Click on the Object Manager tab 3. Click Account
Using record types
Record types can be thought of as special master fields on records identifying record sub-types. Record types can drive data visualization (page layouts), allowed picklist values, actions, process flows and others. Record types are optional and out-of-the box CRM objects such as accounts or contacts do not have them.
Automated establishing of account type
So far, we assumed that the type of account is known up-front. However, a different approach is also possible — determining account type based on other information in the system. For example:
Conclusions
As a rule of the thumb, if each account plays exactly one role use record types, otherwise use profiles or other means to create different views — usually a combination of approaches outlined above will be the right solution.
Type Drop-Down/Picklist
- The simplest, starter scenario to handle multiple account types in CRM is to use a Type drop-down/picklistfield. This field comes standard for most CRMs and can be customized to hold required values. To support accounts of multiple types at the same time, Typecan be converted into a multi-selection picklist. This solution will display a single layo...
Using Record Types
- Record types can be thought of as special master fields on records identifying record sub-types. Record types can drive data visualization (page layouts), allowed picklist values, actions, process flows and others. Record types are optional and out-of-the box CRM objects such as accounts or contacts do not have them. Record types can be used to define account types such as Custome…
Single Record Type with Multiple Page Layouts/Apps/Lightning Pages
- When keeping information in a single record is a priority, but different viewing “modes” are required, this can be achieved by using profiles, apps, lighting pages and page layouts. In that case, how an account is viewed would be determined by user profile, e.g., sales team sees account as a customer, a vendor relations team as a vendor, etc.
Automated Establishing of Account Type
- So far, we assumed that the type of account is known up-front. However, a different approach is also possible — determining account type based on other information in the system. For example: 1. if an account has at least one closed-won opportunity it is an account, 2. if an account is a vendor on a product item, it is a vendor, etc. For example in case of Nextian Service Analyzer whi…
Conclusions
- As a rule of the thumb, if each account plays exactly one role use record types, otherwise use profiles or other means to create different views — usually a combination of approaches outlined above will be the right solution. Nextian provides Salesforce consulting, implementation and managed serviceshelping enterprises increase reven…