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Bob Delaney 님이 #Data Management에 질문했습니다
Hi looking to track our partners (these are companies we work with to delvier solutions)- I want to track contacts and the partner capabilities.

 

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
답변 8개
  1. 2016년 10월 12일 오후 5:25
    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. 
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