• #23561
    Salesforce | Ankit Ankit #681
    Forcetalks

    What is record type in Salesforce?

    It would be good if answer is followed by an example.

     

    #23568
    Salesforce | Archit Archit #24
    Forcetalks

    Record Type represents the metadata associated with any record type. It basically make the page layouts available with respect to their record types.

    Let’s say, while creating a record in Account I want to display some field to only official users but not to any individual ones then record type would be the solution of it. Please have a look in below image that how record type looks once created.

    ques record type

     

    Hope this answer would be helpful!!

    #23747
    Salesforce | PRANAV PRANAV #682
    Forcetalks

    Hi Ankit,
    I would like to enhance the above answer with some highlights point of record types.

    Record Type is a great feature for “Tailor Business Processes to Different Users”.
    It offers different picklist values, different business processes, and different page layouts to different users. Creating record type is very important to differentiate the regular sales deals from the professional services engagements with offering different picklist values for each.
    This also helps in displaying different layouts for customers and for employees.

    Hope this will help you in understanding more about the record type feature.

     

    #23840
    Salesforce | Scott Scott #246
    Forcetalks

    Record Types are often used to extend an object’s usefulness – rather than create a brand new custom object. As an example, the CASE object in Salesforce is a very generic service object to handle all sorts of inquiries or requests. You may have multiple record types to identify the sort of case that could be stored (for example, an internal employee HR case versus a customer support case). There is a balance between using record types versus custom picklist fields to identify and segregate. As the others pointed out, record types are useful if you want to have different page layouts (views) or picklist choices of records that show different sets of fields.

    #39269
    Salesforce | shariq shariq #1
    Forcetalks

    hi,

    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.

    Thanks

    #39277
    Forcetalks

    Hello,

    ere’s an example of how record types can work in your org. Let’s say you have two sales divisions, hardware and consulting, and only your consulting division receives leads through seminars. You can choose to display the Seminar contact lead source for the consulting division only.

    Step 1: Manage master picklists
    Define a list of contact Lead Source picklist values that contains all of the values used by both the Hardware and Consulting divisions, including Seminar.
    Step 2: Create record types
    Create two contact record types: one called Hardware and another called Consulting. This step includes adding master picklist values to the record types.
    Step 3: Add record types to profiles
    Add the Hardware record type to the profiles for all users in the hardware sales division. Add the Consulting record type to the profiles of all users in the consulting sales division.
    Step 4: Set personal options for record types
    Allow users of both the hardware and consulting sales divisions to bypass the prompt that asks them to select a record type when creating a new contact. If you have users that create contact records for both sales divisions, they can customize their personal settings to always prompt them to select a record type.

    Thanks.

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