Record Types in Salesforce

Record Types 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 create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

Record types in Salesforce helps you to configure different business processes, assign page layouts, and picklist values. Salesforce Record types can be linked to user profiles. There can be different page layouts and picklist values based on record types.

Here is list of some important use case of using record types in salesforce:

• Displaying different page layouts for one object based on business requirements.
• Showing different picklist values based on the requirements.
• Restrict field access on layouts based on record types and page layouts.
• Restrict creation of certain type of record using profile and record type assignment.

Business Process

What is a Business Process?

Business Process allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets
Available Business Processes:

• Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
• Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field
•  Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field
• Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field

Create Record Types

You can create a new record type for any object using object Manager. For example, for creating account record type is lightning

• From Setup, click Object Manager and select Account.
• Select Record Types, click New, and fill in the details.

For more details refer to Create Record Types Trailhead

Page Layout in Salesforce

Page layouts control the layout and organization of buttons, fields,  Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

Creating page Layouts

You can create a new page layout for any object using object Manager. For example, for creating account page layout using lightning

• From Setup, click Object Manager and select Account.
• Click on Page Layouts, click New,
• Drag and drop components(fields, buttons) to the layout and save page layout.

Page Layout assignment based on record types and profiles

• From Setup, click Object Manager and select Account.
• Click on Page Layout
• Click on Page Layout Assignment
• Click on Edit Assignment