No colorful step-by-step instructions here, or pop ups sadly, but we do have pages and pages of text and cryptic code for you! All of it interlaced with the best comments you can have to guide you through to success.
Let's break down all of the objects and data elements (fields) that we need to make this work.
Tip
Review previous chapters for step-by-step instructions on how to create custom fields and settings.
These record types will allow us to track Accounts used for different purposes:
Household (to contain owners/renters)
Vendor (for all types of vendors)
We want to create these custom fields to track information about each person:
Total number of properties owned (roll-up summary:
COUNTproperties)Total number of units owned (roll-up summary:
SUMproperty: Total Units)
One thing we have not yet covered is how to create a custom object. It's a fairly straightforward process that should be familiar to you now that you have made...