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  5. Modifying the Account Plan Colleague Role picklists

Modifying the Account Plan Colleague Role picklists

You can modify the Colleague Role picklist values on the Account Plan Colleague Role object to better fit your business needs. To do this:

  • Go to Setup, Object Manager.
  • Scroll down to the Account Plan Colleague Role object.

  • Click Fields and Relationships.
  • Click the Colleague Role field.
  • Modify the picklist in the Values section.

 

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