What is a record type in Salesforce?

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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.

Salesforce Reports and Dashboards are powerful tools used to visualize, analyze, and monitor data stored in Salesforce. They're essential for turning raw data into actionable insights that help businesses make better decisions, track performance, and identify trends or issues.

In Salesforce, a record type is a configuration that allows you to offer different business processes, picklist values, and page layouts to different users based on their profiles. It is primarily used to tailor the user experience and manage variations of the same object for different needs.

Key Features of Record Types:

1. Different Page Layouts: You can assign different layouts to different record types to show or hide fields and sections.

2. Custom Picklist Values: Record types can define which values are available in picklists.

3. Multiple Business Processes:

   • For objects like Leads, Opportunities, Cases, and Solutions, record types can be tied to different business processes.

   • E.g., Sales vs. Support processes.

4. Control Over User Access:

   • You assign record types to user profiles to control which users can create or view specific record types.

Common Use Case:

Imagine you have a "Case" object used by both Customer Support and Technical Support teams. You can:

• Create two record types: Customer Support Case and Technical Support Case.

• Use different page layouts for each team.

• Show only relevant picklist values for each type.

Supported Objects:

Record types are available on most standard and custom objects, such as:

• Accounts

• Contacts

• Opportunities

• Cases

• Custom objects

Let me know if you want a real example or help setting one up.

Read More

Define Salesforce objects.

How do record types support different processes?

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