I am a relatively new admin and am confused on what to do in this scenario. I inherited a bit of a mess of an EDA org supporting a community college's Workforce & Continuing Education Department about a month ago. They don't have record types defined. My initial thought was to have 2 for leads--students and businesses, because they are the 2 audiences the users are dealing with. Well, in a sandbox I started creating picklist values and assigning them to the record types to create the lead process. It ended up dumping all my active picklist values into one long lead process on the "old" data that hadn't been defined. I'm a little scared to do any sort of mass updates at this point because I'm so new. The new record types of student or business popped up when I clicked New Lead, which was what I wanted to happen. So...what do I do? Do I implement record types specifically to manage different lead stages? (Also need to do this with opportunities). Or, should I just use 2 different path components with visibility filters to keep my legacy data "clean" from a mass update?
#Salesforce Admin
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