Step 13: Picklist Values for Record Types

Configure Picklist Values for Boomerang Record Types

🎯 Record Type: BR Plays, Object: Contact/Lead

1. Navigate to:

Setup → Object Manager → Contact/Lead → Record Types → BR Plays

2. Scroll to Picklist Values section

3. Ensure the following values are added under Selected Values:
• Customer Executive Movement (Open Opp)
• High Value Job Change Movement (Open Opp)
• General Job Change Movement (Open Opp)
• Customer Executive Movement
• High Value Job Change Movement
• General Job Change Movement

🔒 Note: These picklist values are used in downstream automation and reporting logic. Please do not rename or remove them once added.

🧾 Record Type: BR Past Relationship, Object: Contact/Lead

1. Navigate to:

Setup → Object Manager → Contact/LEad → Record Types → BR Past Relationship

2. Scroll to Picklist Values section

3. Add the following under Selected Values:
• Admins
• Customer Contacts
• Power Users
• Closed Lost Contacts
• Open Opportunity Contacts
• Churned Account Contacts
• Closed Won Contacts
• Any other category added by you for Boomerangs

🧠 These tags are used by Boomerang to enrich records based on past engagement context, which improves targeting logic and historical reporting.

📌 Final Notes

• Ensure all relevant Profiles and Page Layouts have access to the configured Record Types and picklist fields.

• Please ensure this is done for both Contact & Lead object.

• These values can be used in list views, flows, automation rules, and reporting.

• Reach out to the Boomerang team if you’d like to customize routing rules based on these values.