I build a VF page like accounts but I would need Enterprise edition. Also looked at AppExchnage but did nto see anything offhand that was supporte/recent
8 件の回答
Bob, here are some steps to guide you:
Make 2 Page Layouts (Partner, Customer) Setup > Customize > Account > Page Layouts
Make 2 Record Types (Parnet, Customer) Setup > Customize > Account > Record Types
Assign the Partner Page Layout to the Partner Record Type
Assign the Customer Page Layout to the Customer Record Type
Go to the Customer and Partner Page Layouts and drag the Record Type Field onto the Page Layouts so that people can adjust as you are getting used to it.
Now you should be able pick the Account Type when you create a New Account.
