Understanding record types in Salesforce is essential; it is a cornerstone of your role as a Salesforce Administrator. By fully understanding your company’s business process, you will know how records are saved and the intricacies of the different kinds of services or clients that play a significant role in your company's success.
Imagine you work in a writing firm with two different kinds of clients: the ones in the line of academia and those outside academia. Your business process requires you to record information specific to their needs separately. How do you do that? Creating record types is a practical and straightforward solution that can be easily implemented.
Now, let’s look at creating a record type step-by-step. For example, we want to create a record type for the accounts object.
Step 1: Navigate your object manager and click the accounts object.
Step 2: Scroll down and click “Record Types” in the list on the right-hand side of the page.
Record Type >> New
Step 3: Select a profile and save your Record Type (Sample Record Type).
Step 4: Assign a page layout.
It is important to note that page layouts and sales processes are fundamentals of creating record types. Salesforce Administrators must know the basics of record types, which are essential features of every business. This guide is a great start for every administrator and can help you understand a step-by-step approach to Salesforce record types.
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