Hi I’m setting up Salesforce for a nonprofit using the nonprofit salesforce package. The institution mainly tracks individual contacts. There are 5 main categories / roles that contacts slot into Legal, Media, Political, Donors. There are specific fields that uniquely apply to each category such as a judge checkbox and where they are a judge, which fall under Legal. Newspaper checkbox and where, which fall under Media etc. So when adding, viewing and editing a contact, I only want the fields that apply to their specific category to show up. Assigining pages to roles only applies to a) Accounts, which we dont use, and b) Campaigns, which is a cumbersome way to set things up being that we don’t use the campaign section either. They run campaigns / projects elsewhere, on Wrike i Believe, which is a much more robust solution for them. Is there any way I can somehow go about creating this sort of functionality, in the best way for the user? Cheers and thanks, I hope I’ve described my problem well enough!
Hi I think I’ve found the answer, I didn’t know you could create record types for individual contacts, so once I do that, it works. Now I just have to create some sort of Wizard when creating a contact, that initially asks what record type they are, and then displays the appropriate page.