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