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Nicole Chang_ Tracking Competitors - record type vs. custom object vs Appexchange
Hi everyone,
Been searching on what would be the best solution to track competitors, and few on my list are:
1. Create new record type on account
2. Create custom object
3. Install app from AppExchange
Much appreciated any recommendations/advice on what would be the best option! thanks so much in advance.
Been searching on what would be the best solution to track competitors, and few on my list are:
1. Create new record type on account
2. Create custom object
3. Install app from AppExchange
Much appreciated any recommendations/advice on what would be the best option! thanks so much in advance.
Does below reference help to track your competitorrs?
https://help.salesforce.com/s/articleView?id=sf.competitors.htm&type=5
https://trailhead.salesforce.com/fr/content/learn/modules/competitor-tracking-in-salesforce
Please mark as Best Answer if above information was helpful.
Thanks,