Record Types


Sometimes different users, or teams have their own UI related requirements. E.g. team A wants to see some options in a drop down but team B don’t want those options. Similarly team A wants a field which team B don’t want or vice versa. Such cases in Salesforce are handled using Record Types.

Create a record type:

1. Search for record type in quick find box, scroll down to object for which you want to create a record type e.g. Account => Record Type.
2. Click New.
3. Define label, and name. Keep existing record type as Master.
4. To start with enable it for all profiles.
5. Read carefully and fill other details.
6. Now create a new Account record. You will see a new intermediate screen (shown below) with a drop down to select the record type.

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