This article will help you to sync your Account record types and page layouts if you are using the Salesforce Sales Cloud and had a recent rollout of ADvendio.
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Which objects use optional lookup filters on the Account:
Object | FieldĀ | filtered Record Type | Required field? |
---|---|---|---|
MediaCampaign | Account | Not Agency and Not Intermediary | no |
Agency | Not Client and Not Intermediary | no | |
Intermediary | Not Agency and Not Client | no | |
Advertiser Agency relation | Advertiser | yes | |
Agency | no | ||
Briefing | Advertiser | no | |
Agency | no | ||
Competitor | Competitor | no | |
Visit Report | Account | no | |
Agency | no |
...