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Managing Intersect Definitions

The intersect definition list page displays a list of intersect definitions in your current view. From this page, you can view detailed information and access other related information.

See "Viewing Custom Object Lists" in the Salesforce Help for more information on using list views.

See Intersect Definition Fields for a full description of the standard fields that make up an intersect definition.

Displaying Intersect Definitions

Once you have located an intersect definition on the home or list pages, click its name to display detailed information.

Editing Intersect Definitions

You cannot edit most fields on an intersect definition that is associated with an existing budget and balance instance. The exception to this is the Update Secondary Balances checkbox.

To update an unused intersect definition, click Edit, and then change the fields you want to update. When you have finished, click Save. You can also click Save & New to save the current record and then create another.

Deleting Intersect Definitions

You cannot delete an intersect definition that is associated with an existing budget and balance instance.

To delete an intersect definition that you no longer need:

1. Once you have located the intersect definition that you want to delete on the home or list pages, click its name to display its detail page.
2. Click Delete. A warning message is displayed.
3. Click OK to confirm the deletion. The deleted record is moved to the recycle bin.

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