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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.

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 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	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
Advertiser Agency relation	Agency		no
Briefing	Advertiser		no
Briefing	Agency		no
Competitor	Competitor		no
Visit Report	Account		no
Visit Report	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.

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

It is possible to use both your previous record types as well as ADvendio record types in parallel. Assign the relevant record types to the needed profiles and page layouts.

2.3 Use only existing Account record types

Assign the relevant record types to the needed profiles and page layouts. As some ADvendio lookup filters (see above) are set by default to ADvendio types your users will be fine or alternatively can actively remove the filter as those are optional.