12 Mar 2016

Record Types in Salesforce

Definition--->When you want  to assign more than one page layout to the same Profile then we use Record Type.

Note---->When you want to control the pick list fields for a profile then we use Record Type Concept.

Navigation====>

Setup---->Build---->Create--->Object---->Select Existing Object------>Record Type---->New

Step1--->Enter Record Type Label and Description---->Next
Step2--->Apply Layout to all Profiles
Step3--->Save.

Example---->


Record Type
   New Records

Use the Edit button to change the properties of this record type. Use the Edit links inthe Picklist Values related list to choose the picklist values available for records with this record type.


Record Type Label
New Records
Active
Checked

Record Type Name
New_Records



Namespace Prefix




Description
These r my Records

Created By
xxx, 3/12/2016 11:07 PM
Modified By
xxx 3/12/2016 11:07 PM