Creating a Program Master

Steps to create Program Master:

  1. From within Salesforce, click the Programs tab. If you do not have a Programs tab, click the + tab and then click the Programs link. The Programs Home page is displayed.
  2. Click the New button. The Select Program Record Type screen is displayed.



  3. Select the “Master Program” record type in the Record Type of new record field.
  4. Click the Continue button. The New Program screen is displayed.
  5. Enter the Program’s name in the Program Title field at the minimum and enter any other relevant information.



  6. Click the Save button.

For more information regarding Programs please see Programs Overview.

See Creating a Program Version for the next step!

 

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