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I work for an organization that has three different divisions, and each division makes money in a different way. With that said, each division needs to collect different data, but record types are not available in the Professional edition. We have a small staff with a conservative budget, so it is not feasible to upgrade to a more verbose version of Salesforce.

 

The end goal is to make data entry user friendly and organized for our employees, like a record type would do. What are some best practices or work arounds when you need to have a lot of different data collected for different users and don’t have record types available to help keep it organized to ensure everyone puts in the correct data?

 

Thanks in advance!
답변 3개
  1. 2013년 2월 20일 오후 11:03
    Hi everyone! Please don't forget to mark "BEST ANSWER" to the most helpful solution (below the comment) and feel free to upload a profile pic if you don't have one. Thanks!
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