If you want to set up multiple picklist sets for a Sales Access Manager worksheet, you need to decide what CRM field to use as the trigger for that worksheet. The following are suggested fields to use:
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Blue Sheet—Opportunity Type, Product Type, Industry, or Customer Type
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Green Sheet—Call Type, Product Type, Customer Type, or Opportunity Type
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Gold Sheet or Platinum Sheet—Account Type, Industry, or Territory
To set up multiple picklists:
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Create a field in the CRM that will list the desired different Sales Access Manager worksheet types. For example, create a Picklist field on the Opportunity table called Blue Sheet Type that has the values Software, Services, and Design.
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In the Sales Access Manager Admin Tool, use the Field Mapping pages to map the CRM field to the applicable Sales Access Manager <Worksheet> Type field (for example, map Blue Sheet Type to Blue Sheet Type).
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In the Sales Access Manager Admin Tool, use the Reference Data Maintenance/<Work Sheet> Picklist pages to enter the desired values for each Sales Access Manager picklist.
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