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            Specify Custom Record Types for Synchronization (Managed Package)

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            Specify Custom Record Types for Synchronization (Managed Package)

            Specify custom record types to synchronize next and last interactions on Account.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
            2. Click Manage Records next to InteractionFieldUpdate.
              Note
              Note By default, AdvisorEventRecordType and AdvisorTaskRecordType configurations are available. These records include AdvisorEvent and AdvisorTask record types for calculation in next and last interaction dates.
            3. Click New.
            4. Enter a label.
            5. Specify the Object Name, such as Event.
            6. Specify the Record Type Name, such as ClientAssociateEvent.
            7. Save your changes.
             
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