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"I am in Customize an Org to Support a New Business Unit - Modify Your Data Model. I am trying to complete "Create Record Types" #14 but when I choose the support process it is supposed to give me the option for "billing" but it only has "Product Support". This is keeping me from completing this section. Please Assist."

3 risposte
  1. 9 nov 2023, 02:10

    Hi @Kartez Jackson ,

     

    I thought I had the same problem with Billing, It was only when I went back to "Support Processes" under the quick find, I had not added Billing. So I added it, and then had to go to the object case and record type and adjust the Billing in there from Product support to billing.

     

    I had the same issue, you probably forgot to complete bullet point number 7 under "Create a Support Process", if you don't create the support process for "billing" it won't show up in the drop-off list. It's an easy fix.

     

    Go back and add the support process, then you can go back to the record type, click edit and then select billing.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8RkkSAF