Specify Categories for Marketing Detail Tracking

For each Marketing Detail Tracking record type, specify the required Account and Contact division category and assign the object type on which the required record type of Marketing Detail Tracking will be available.

Add a Division Category

After the new division creation, add division categories to available values of the Marketing Detail Tracking object:

  1. Go to Setup → Object Manager → Marketing Detail Tracking → Fields & Relationships → click Category.

  2. In the Values section, click New.

  3. Add the new division categories of the Account and Contact objects.

  4. Click Save.

    new categories on MDT

The setup is complete.

Assign Division Category to the Record Type

To assign new division categories for the specific record type:

  1. Go to Setup → Object Manager → Marketing Detail Tracking → Record Types → click the required record type.

    You can also create new record types for the Marketing Detail Object.
  2. In the Picklist Available for Editing section, click Edit next to the Category field.

    specify type and category for MDT record type

  3. Add new division categories to which a user can create a new record of the selected record type to the Selected Values.

    specify category for MDT record type

  4. Click Save.

The setup is complete.

Update Dependent Picklist for the Type field

The Type field has three values to which you can add the new division categories: Account, Contact, and Global. Use field dependencies to manage available categories per each type.

To update field dependencies for the Type field:

  1. Go to Setup → Object Manager → Marketing Detail Tracking → Fields & Relationships → click Type.

  2. In the Field Dependencies section, click Edit next to Category.

  3. Select the required categories and click for each type and click Include Values.

    Type Dependencies

  4. Click Save.

The setup is complete.

``