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Topics#Sales And MarketingFrage von Sara Monksfield
Sara Monksfield (RSC) fragte in #Sales And Marketing
24. Feb. 2014, 11:15

Different lead types & different custom fields - mapping to account

I've got different lead types, one of these has some custom fields which are not relevant to any other lead.  I only want these fields to show on the Account Detail page if they are populated, as they are relevant to only a small percentage of the leads. If they contain data then everyone needs to be able to see them, but as most of the leads won't contain these fields, most accounts, once converted, won't either, and I don't want the Account Detail page to be cluttered with unpopulated fields.

 

Is this possible or am I overthinking it?
3 Antworten
  1. Sharif Shaalan (Agile Cloud Consulting)
    24. Feb. 2014, 11:29
    It is possible, but you will have to add a new record type and page layout (without the fields) assigned to that record type.  you can then create a workflow that has a critera if all of those fields are null, change the record type to the new one that has the page layout with no fields assigned to it.
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