This is one of the requirements and I’m confused with the use of RecordTypes – I have a Contact and I want to track and report on the type of Contacts (Subscriber, Volunteer and Donor). So I decided to create Record types with these values and different page layouts based on needs. But now the issue is a Subscriber can be a Volunteer too (either two of them or a combination of all the three). In this case Record types won’t work as I can’t assign multiple record types to a record. I’m not sure what to use in this case – a multi-select Picklist? Would I be able to track the Contacts and report on each type in this case? Is there any other feasible way to achieve this?
1 Answer
A multi-select picklist would do the job, but if you want to store some different info based on roles, you could create a custom object as a child of the contact record and call that role. That way you could assign multiple to a contact but reporting would definitely get more complicated, so I think the picklist is the best option.
If you wanted to support different layouts for input/editing then you could create a VF page driven by field sets which shows different sets based on the picklist value, but it's generally better to stick with standard functionality where you can.
answered Jul 12, 2014 at 3:32
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The subscriber fields are just very limited. Its like a person clicks on "Subscribe" button on the website and they need to be tracked. Additionally they want to track which users are subscribed to which products (So 1 subscriber can be subscribed to multiple products). I am not sure but how would it be to create a custom object for subscribers? Just a thought.– TasnimJul 12, 2014 at 9:56