Book Image

Salesforce Essentials for Administrators

By : Mohit Shrivatsava
Book Image

Salesforce Essentials for Administrators

By: Mohit Shrivatsava

Overview of this book

Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Record types


We need record types usually for the following two purposes:

  • To provide two different views for two or more separate processes. Assume we have a portal where job applications are being filled in by candidates. Now, you would like to provide a different set of fields for mechanical engineering candidates and a different set of fields for an electronics engineer. To achieve this, we allocate different page layouts to different record types.

  • Another use case is when we have picklists and for each process, you need to provide a different set of values in the picklist. For example, for the mechanical engineer job application form, you don't need to ask subjects (assuming the subject is a field on the object to indicate the final year subjects that are under the curriculum) such as Analog or Digital. Similarly, for electronics subjects, you cannot display picklists that are irrelevant to the electronics stream.

Every object will have a record type link to create different record types...