Field design question - looking for feedback on this idea before implementing RRS feed

  • Question

  • I want to create fields I can query on to do customized mailings with. Before I do this, I thought I'd see if my idea was a good one or if there is a better way to approach this. Thanks in advance for your feedback.


    I am selling two products and I want to be able to identify Accounts as product users, prospects or neither. A firm could be a user of one and a prospect for the other, a user of both or a prospect for both. How I communicate with them will depend on this information. I was going to create two new fields with three options each, but before I do this, I thought I would check with the community. I'm just a user, not a database tech or anything, so I'm a little tentative.


    Product1     Product2

    User             User

    Prospect      Prospect

    Neither        Neither     (default value)

    Am I going in the right direction or is there a better way? Thanks!


    Friday, October 24, 2014 4:33 PM

All replies

  • If

    a) you are not likely to have a 3rd product as per your business model

    b) do not maintain usage of products in terms of quotes / opportunities and orders,

    then you are on the right track. The 2 fields will allow you the option to build queries as needed. However

    - if a is true, then you will run into issues with lot of customization eventually that does not make sense

    - if b is true, then you are maintaining inconsistent information as the same information is noted in 2 different places which makes it impractical to keep information in sync.

    Friday, October 24, 2014 5:00 PM
  • Thank you very much, Sambeet! Item B is correct, I will not use this status in opportunities and I do not use quotes or orders.

    It is conceivable (but unlikely) that I might add a third product later, but I won't worry about that now. I think it would make sense to just do this a third time if I do, however, as my communication is always product-specific, never firm-general.

    I appreciate this help!



    Friday, October 24, 2014 5:10 PM