Friday, 9 March 2018

RECORD TYPES IN SALESFORCE

RECORD TYPES
Four questons come into mind when we are learning about record types :

1. What is record type?
      Record type controls page layouts and picklist value of an object which will be visible/available to different users while creating a record of that particular object.
     
2. What purpose do they solve?
3. How to create and use them?
4. Important points to remember while creating a record type?
    1. A standard record type field gats created whenever we create record type of an object.
    2. Thnk twice while assigning record types to profiles.
    3. Whenever we clone a record, the new record gets record type of clone record.
    4. These are majorly used to manage different dofferent business processes.
    5. Only admin and users with customize application can create record types.

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