Create sources for intakes from the Source app when you need to bulk-create sources for initial setup. Source records are made available as options for the Source field on Intake records. 

How to Create an Intake Source From the Source Page

  1. Navigate to App Launcher > Sources.
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  2. Select New.
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  3. Select a record type.
    • Note: Your Salesforce administrator can create additional record types if needed.
  4. Select Next.
  5. Complete the following fields:
    1. Source Name: Defines human-readable name. 
    2. Related To: Maps record types associated to this source.
  6. Save

 

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