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Customer experience | Sales, Customer Insights,...
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Industry Segment Coding in CRM

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My organization is looking to have a required field called Main Industry, a required field called Primary Sub Industry, and an optional field called Secondary Sub Industry to improve reporting around our client accounts. Right now, we have one required field called Industry Segment. I am going to have to map the Industry Segment field to the new Main Industry field, then map the corresponding sub industries to the Main Industry field. 

I realize this is a loaded question, but if anyone has gone through a similar process and could provide some tips and tricks, they would be greatly appreciated. 

Thank you! 

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,482 Super User 2025 Season 1 on at
    RE: Industry Segment Coding in CRM

    Hi,

    Are you looking for lookup fields solution which will shows the data like parent child.

    Thanks,
    Pradeep.

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