Question Re: Best Practice in C4C - Creation of Document Types or Dropdown in CRM and CX Q&A

Best Practice in C4C - Creation of Document Types or Dropdown

former_member677295 — Fri, 15 May 2020 04:04:59 GMT

Dear All,

Can anyone suggests me what is the best practice in C4C - Creation of multiple document types or need to use the standard document type and create custom drop down, which one should i follow to avoid any kind of problem in later stages.

Thanks

Vineet

Re: Best Practice in C4C - Creation of Document Types or Dropdown

marcus_echter — Fri, 29 Apr 2022 00:19:54 GMT

Hi Vineet,

if you want to handle certain document types differently (backend processing, UI page layout etc.) you should create multiple document types via the corresponding BC option. If all documents of a certain category (e.g. lead, opportunity) should be handled the same, you can use the pre-delivered document type.

HTH, Marcus