In Salesforce, there are underlying processes on three Standard Objects: Lead, Case and Opportunity. In this lesson, we look at those business processes and note that it introduces another layer of complexity for those three objects. We will be building off of these business process knowledge and customization ability to then figure out ways to do similar business process customization for other Standard objects as well as Custom objects.
In this lesson, we create a couple of Lead Processes and Record Types for Installation and Software Development leads.
Now that we have created Record Types on the Lead object, we look at the picklists available for editing. We note that the Status field is not one of the available fields available under the Picklists Available for Editing section. I explain how to add picklist values and rearrange them on Leads ...
Now that we have multiple Record Types on Lead, we can adjust the page layouts by Record Type and Profile.
