Departments and Classes Overview
Departments and classes are categories that users with the Administrator role can create to identify, categorize, and track records such as financials, transactions, and employees. There is no limit to how many departments or classes you can create.
Departments are shown first on transactions, and help you assign transactions and employees to internal teams. For example, you can create a department for each team working in specific business areas like Sales, Marketing, or Accounting. Then you can track income and expenses by each department for any time period in your reports. Also, you can use the department classifications in Sales Forecasting with the Forecast vs. Quota by Department Report or the Alt. Sales Forecast vs. Quota by Department Report.
Classes help you organize broader segments within your business. For example, if you've created a department for your sales team, you can create classes to track sales transactions like new customers and repeat customers. Sales orders would then show if the transaction was created for a new or repeat customer. This helps you track the source of income and expenses.
To set up departments, go to Setup > Company > Classifications > Departments > New.
To set up classes, go to Setup > Company > Classifications > Classes > New.
After you've set up departments and classes, you can select them on forms and records.
Custom Segments are custom classification fields similar to class and department. You can use the Custom Segment feature to create as many custom segments as you want and add them to specific record types. For more information, see Custom Segments.