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When should a Salesforce Org consider using Record types?
When should a Salesforce Org consider using Record types?
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2 Replies
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Hi Prachi,
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you might display different page layouts for your customer support cases versus your billing cases. – Salesforce
Scenario – if a certain profile needs to see 2 different page layouts on the same object, then 2 record types will need to be created.
Hope this will help you.
Thanks.
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Hi Prachi,
Record Types used when we need to segment picklist values specific to business needs
Examples: segment by division, product line.–It allows you to define different sets of picklist values for both standard and custom picklists
–Record Types help you implement your custom business processes
–Used to assign the different Page layouts to different users based on their profiles.
–Used to enable different sets of Standard/Custom Picklist values for two different users using the same page layout.
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