What Is a Record Type in Salesforce
Record Types in Salesforce Allow You to Have Different Business Processes, Picklist Values, and Page Layouts to Different Users Based on Profile. You Might...
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How many types of records are there in Salesforce?
In NPSP specifically, the Account object comes with two record types: Household Account and Organization. Having these two types of accounts as different record types makes it possible for different fields to be tracked on each.
How do I create a record type in Salesforce?
- From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. …
- Select the data type to specify that you want to use the default record type whenever you create that type of record. …
- Click Save.
James Sterling reports on renewable energy developments, climate policy, ecological conservation, and green tech innovations around the globe.
