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Too many opportunity record types
Currently there are too many opportunity record types locking out the different business units from seeing each others data and not allowing a clear view of pipeline. I want to create a single opportunuty page layout opening up the information for all to see. Is there a trick to doing this.
Currently:
4 different record type
4 different opportunity page layouts
4 different profiles
Looking to do:
1 opportunity record type
4 different opportunity types
1 profile
1 opportunity layout
Any ideas on where to start?
Currently:
4 different record type
4 different opportunity page layouts
4 different profiles
Looking to do:
1 opportunity record type
4 different opportunity types
1 profile
1 opportunity layout
Any ideas on where to start?
First you need to understand what is the impact of going from 4 Record Types to 1 Record Type.
1. Page layouts will differ based on record types. So now you can't define 4 different page layouts.
2. Sales process/Stage Picklist Values will differ based on Record types. So now you will be able to see all the stage picklist values.
Now if you want to remove the record types . Please follow these steps :
Step 1
You have to go Setup-> Customize -> Opportunities ->Record Types.
Now lets say you have OptyRT1,OptyRT2,OptyRT3,OptyRT4 are records types defined in your system.
Step 2
Deactivate OptyRT2,OptyRT3,OptyRT4 .
Step 3
Click on Del Link for OptyRT2,OptyRT3,OptyRT4 and replace these values with OptyRT1.
Step 4
Add 4 different Opty Types.-Go to the type field and add 4 values and user can select those values.
Step 5
Delete the rest 3 pagelayout which you don't want to use
Hope this helps and feel free to ask me follow up question if any.
Thanks,
Shikher Goel
All Answers
First you need to understand what is the impact of going from 4 Record Types to 1 Record Type.
1. Page layouts will differ based on record types. So now you can't define 4 different page layouts.
2. Sales process/Stage Picklist Values will differ based on Record types. So now you will be able to see all the stage picklist values.
Now if you want to remove the record types . Please follow these steps :
Step 1
You have to go Setup-> Customize -> Opportunities ->Record Types.
Now lets say you have OptyRT1,OptyRT2,OptyRT3,OptyRT4 are records types defined in your system.
Step 2
Deactivate OptyRT2,OptyRT3,OptyRT4 .
Step 3
Click on Del Link for OptyRT2,OptyRT3,OptyRT4 and replace these values with OptyRT1.
Step 4
Add 4 different Opty Types.-Go to the type field and add 4 values and user can select those values.
Step 5
Delete the rest 3 pagelayout which you don't want to use
Hope this helps and feel free to ask me follow up question if any.
Thanks,
Shikher Goel