You can break the high-level requirements into smaller child requirements that describe the specific features and changes needed in the current system.
Follow these steps:
Note: You cannot configure some customer attributes including Email, Date/Time, Phone, Encrypt Text, Picklist (multi-select), Auto Number, Roll-up Summary, Lookup relations, URL, and Master-detail relationship.
Important! If you configure the optional fields after this step, all the populated details in the fields will be lost. Always configure the optional fields before completing the default fields.
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