Alternative Configuration Based on Record Types

Note: This topic summarizes an alternative way of configuring opportunity plan types based on opportunity record types.

In place of the values returned by a Picklist or Formula custom field on the Opportunity object, you can use Opportunity Record Type IDs.

1. In Custom Settings > Altify Opportunity Manager Settings, enter RecordTypeId in the Opportunity Plan Type field.
2. Get the IDs of all Opportunity record types.
3. In Custom Settings > Altify Opportunity Plan Type List, create a new Opportunity Plan Type for each Opportunity Record Type, specifying the ID as its name.