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 way to offer different business processes, picklist values, and page layouts to different users based on their roles or needs.

In Salesforce, a Record Type is a way to differentiate and customize records of the same object for different business processes, user profiles, or purposes. It allows you to control page layouts, picklist values, and business processes for specific types of records.

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🔑 Key Points:

1. Purpose:

   • To display different layouts or picklist options for different users or scenarios.

   • Example: A “Support Case” object may have Technical Issue and Billing Issue record types with different fields and picklist values.

2. Components Affected by Record Type:

   • Page Layouts: Different fields and sections shown to users.

   • Picklist Values: Only show relevant options for that record type.

   • Business Processes: Can link to processes like Sales, Support, or Lead Conversion.

3. User Access:

   • Record types can be assigned to specific profiles, so different teams see relevant layouts and picklist options.

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🔹 Example:

Object: Opportunity

• Record Type 1: New Business Opportunity

  • Stage picklist: Prospect → Negotiation → Closed Won

  • Layout: Focus on customer info and deal size

• Record Type 2: Renewal Opportunity

  • Stage picklist: Renewal → Extension → Closed Won

  • Layout: Focus on contract details and renewal date

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✅ In short:
A Record Type in Salesforce lets you customize the way records are created, displayed, and processed for different users or business needs within the same object.

If you want, I can also explain how Record Types differ from Page Layouts, since they’re often confused.

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