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 I want to make my resellers as accounts and then add fields like annual target, YTD sales etc. 

 

#Sales And Marketing

2 个回答
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    9月21日 21:02

    Hello @Marion Timmermans

    go to setup > Object Manager > Account > Fields & Relationships, and then create the needed custom field, if there is no standard equivalent. 

    Think of leveraging a recordtype (available in the same object manager menu in the left pane) if you have some different assignments / layout or display / sales process / set of values for your fields, or so. Otherwise it would just be an attribute on the same object. 

    Eric

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