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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!
3 个回答
  1. 2013年2月20日 23:03
    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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