lahaxpress.blogg.se - Uninstall salesforce for outlook

If you haven't created a Lead Process already, you will be prompted to do so before creating the record type. Go to Lead > Record Types and add a new type with name and label Glue42.

Go to Event > Record Types and add a new type with name and label Glue42.

Go to Contact > Record Types and add a new type with name and label Glue42.

Go to Account > Record Types and add a new type with name and label Glue42.

Navigate to Setup > Feature Settings > Sales > Sales Processes and similarly create a Sales Process to associate with the record type for "Opportunity".Īfter creating the required processes, navigate to Setup > Objects and Fields > Object Manager and create the following record types: Navigate to Setup > Feature Settings > Marketing > Lead Processes, click "New" and create a Lead Process to associate with the record type for "Lead": The "Lead" and "Opportunity" items require a process to be created first before creating record types for them. For the Salesforce Connector to function properly, before installation you must create record types for "Account", "Contact", "Event", "Lead", "Opportunity" and "Task" in your organization.