About the Reference Types Form

This service stores the list of possible reference types that can be assigned to a reference on an Opportunities record.

Attachments Tab

The Attachments tab lists any files relevant to the Reference Types record.

General Tab

Name (Required)

The name of the reference type.

Description

A description of the reference type.

Related Topics

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How to Use Sales Force Automation

Managing Opportunities

Managing Referral Requests

Understanding Sales Force Automation