I provide an overview of key ingredients needed for supporting business processes on custom objects.
In this lesson, we create Record Types for Custom Objects - specifically for our Project object. These Record Types are Software Development and Installation, so that we can support different types of projects in our org.
We have created a couple of lead processes and record types on the Lead object and have previously created the corresponding Record Types on the custom object of Project. But we have several gaps in-between the bookends of our business processes between Leads and Projects. We use this lesson to f...
In this lesson we enable paths in our org and then create a path for Software Development projects.
