Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Record types


Record types are a feature of Salesforce CRM that allow you to provide different sets of object picklists, different page layouts, and custom business processes to specific users based on their profile. Record types can be used in various ways, for example:

  • Create record types for opportunities to differentiate your internal sales deals from your field sales deals and show different fields and picklist values

  • Create record types for leads to display different page layouts for your telesales leads versus your internal sales prospective functions

Creating a record type

The record type called Master is always set for every object and contains all the picklist and process options. It is not, however, listed under the record types list and it can be assigned a record type for a profile, provided it is only assigned as a record type for that profile.

As each record type is assigned to one page layout type per profile, the numbers of page assignments can easily increase. This means that...