| Partner Role (for accounts) |
Roles of account partners, for example, Consultant, Supplier. These options are
available when you add an account to the Partners related list of an account or
opportunity.
To edit, from Setup, enter Partner Roles in the
Quick Find box, then select Partner
Roles.
Enter the name of the partner role in the
“Role” column. In the “Reverse Role” column, enter the
corresponding reverse partner role. Assigning a partner role to an account creates a
reverse partner relationship so that both accounts list the other as a
partner.
Each role and reverse role value can have up to 40
characters.
|
| Priority (for cases) |
Urgency of case, for example, Low, High.
If you delete a value, you have the
option to map the deleted value to another existing value in all your org’s
cases.
Each picklist value can have up to 40 characters.
|
| Status (for campaign members) |
State of a campaign member, for example, Sent or Responded.
If you delete a
Status value, you have the option to map the deleted value to another existing
value. The new replacement value is automatically added to the member status for
campaigns that contained the deleted value.
If the deleted value is the
default member status for a campaign, the new replacement value becomes the default
status for that campaign.
|
| Status (for cases) |
State of the case, for example, New, On Hold.
If you delete a value, you have
the option to map the deleted value to another existing value in all your org’s
cases.
Each picklist value can have up to 40 characters.
|
| Status (for contracts) |
State of the contract in the contract business process. You can add values to
this picklist and organize each value into one of several categories, for example,
“Draft”, “In Approval Process”, or
“Activated”. Then sort your contracts using these categories in reports
and views. |
| Contact Role (for contracts) |
Role of a contact on a contract, for example, Business User, Decision Maker.
These options are available when you add a contact to the Contact Roles related list
of a contract.
To edit, from Setup, enter Contact Roles in
the Quick Find box, then select Contact Roles on
Contracts.
Each picklist value can have up to 40
characters.
|
| Lead Status (for leads) |
State of the lead, for example, Open, Qualified.
Select one value as the
“Default Status” assigned to all new leads created manually, via
imports, or via your website. Select one or more values as the “Converted
Status” assigned to converted leads. When you convert qualified leads into an
account, contact, and opportunity, you can select one of the
“Converted” statuses to assign to the lead. Leads with a
“Converted” status type are no longer available in the Leads tab,
although you can include them in reports.
If you delete a value, you have the
option to map the deleted value to another existing value in all your org’s
leads.
Each value can have up to 20 characters.
|
| Contact Role (for opportunities) |
Role of a contact for an opportunity, for example, Business User, Decision Maker.
These options are available when you add a contact to the Contact Roles related list
of an opportunity.
To edit, from Setup, enter Contact Roles
in the Quick Find box, then select Contact Roles on
Opportunities.
Each picklist value can have up to 40
characters.
|
| Stage (for opportunities) |
Sales process stages, for example, Prospect, Proposal. This picklist also affects
the Type and Forecast Category values of an
opportunity. Specifically, changing the
Type or Forecast Category for a
Stage picklist value updates all opportunities that have that
stage value.
To edit, from the management settings for opportunities, go to
Fields, and then click Edit next to Stage.
To
deactivate an active stage, click Del next to the stage. On
the mapping page, don't replace the stage with another existing value; just click
Save. The stage now appears in the Inactive Stage Picklist
Values related list. The stage is no longer in use but can exist in older
opportunity records.
|
| Status (for solutions) |
Status of a solution, for example, Draft, Reviewed. Mark one or more values as
“Reviewed”. When users solve cases using solutions, they can view which
solutions have been reviewed and which haven’t. Each picklist value can have up to 40
characters. |
| Priority (for tasks) |
Importance of the task, for example, High, Normal, Low. Set one value as the
default priority of all new tasks, and one value as the highest priority.
If you
delete a value, you have the option to map the deleted value to another existing
value in all your org’s tasks.
Each picklist value can have up to 20
characters.
|
| Status (for tasks) |
State of a task, for example, Not Started, Completed. Choose at least one value
as the “Closed” status and one value as the “Default”
status for all new tasks.
If you delete a value, you have the option to map the
deleted value to another existing value in all your org’s tasks.
Each
picklist value can have up to 40 characters.
|
| Task Type (for tasks) |
Send Email Default specifies the default task type assigned
when the task is sending email or mass email, and when tasks are created via inbound
email, such as Email to Salesforce. Default specifies the default
picklist value when creating tasks.
To edit, from the management settings for tasks,
go to Fields, and then click Edit next to the picklist value
that you want to specify as the default.
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