Assigning a Division to a New Marketing Cycle

In order to create a Marketing Cycle for your custom division, you need to add required division to the Marketing Cycle record types.

  1. Go to Setup (1) → Object Manager (2) → Marketing Cycle → Record Types (3).

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  2. Select a record type, for which you want to add a new division (4).

  3. On the record type detail page that opens, go to the Picklists Available for Editing section and click Edit next to the User Division field.

  4. Select Theta from the list of available values (1) and click the Add button.

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    You can select a default value for the selected record type from the picklist (2). The default division is displayed on the New Marketing Cycle form for each record type.

  5. Click Save.

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