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This article will
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guide you
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through syncing your Account record types and page layouts if you are using the Salesforce Sales Cloud
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1. ADvendio Account Record Types:
Record Types deployed with ADvendio:
Account-Agency
A fiduciary relationship between two parties in which one (the 'agency') is under the control of the other (the 'advertiser'). The agency is authorized by
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the advertiser to perform certain acts, for and on behalf of the advertiser.
Account-Client
Better known as advertisers or customers who are buying products on their own or through an agency.
Account-Competitor
Any person or entity which is a rival against you. A company in the same industry or a similar industry which offers a similar product or service.
Account-Intermediary
A firm or person who acts as a mediator on a link between parties to a business deal, investment decision, negotiation, etc. Intermediaries usually specialize in specific areas. Also called a middleman.
Which objects use optional lookup filters on the Account:
Object | Field |
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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 |
2. Use Cases
2.1 Use only ADvendio Account record types
Assign the relevant Record types to the needed profiles and page layouts.
| Info |
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Note: Colleagues without an ADvendio license will still be able to work with Accounts and can assign ADvendio record type. |
2.2 Use existing and ADvendio Account record types
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