Universal Containers sells to three different types of organizations: Partner, Enterprise, and Small Business. Some of the information collected about each organization overlaps; however, there are also unique attributes to each type of organization that need to be tracked, some of which are required.
What solution meets these requirements?
- Three different sections on an Account page layout, which each section displaying the relevant fields for that organization.
- A Partner Community for partner organization records, and two lead record types for Enterprise and Small Business organizations.
- Three Account record types, each with its own page layout to display the relevant fields for that type of organization.
- Three custom objects for the three organization types, each with custom fields that pertain to that type of organization.
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