Product: Omatic Cloud

Description: This solution presents instructions on how to create a new record type to manage Offline Donations

Environment: All

Versions: All

Answer:

One way to track Offline Donations (and easily report on them) is by creating a new record type on the Opportunity object. In doing so, you can easily report and filter to quickly visualize Offline Donations entered directly into Salesforce. 

Step 1: Select the gear icon on the top right-hand side of your screen. Then, select 'Setup'

Step 2: Select 'Object Manager' and type 'Opportunity' into the quick find box, and select 'Opportunity'

Step 3: Select 'Record Types,' then click 'New'

Step 4: Enter the new Record Type details

• Existing Record Type: select which record type you'd like to copy
• Record Type Label: 'Offline Donation'
• Record Type Name: 'Offline_Donation' (this will auto-populate)
• Sales Process: Select the process you'd like to copy
• Active: select the checkbox

Step 5; Enable the Record Type for the user profiles you'd like to grant access to, then select 'Next'

Step 6: Assign Page Layouts, then click 'Save'

• Select which Page Layout you'd like to use for the new Record Type. You can also apply different Page Layouts for different profiles