Feature Analysis: Salesforce Record Types
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Are you signed up to Salesforce so that you can take control of all your customer relationship management (CRM) processes? Then, you also need to know how to make the most of the features found in the world’s leading CRM platform!
Today, we are discussing Record Types in Salesforce so that we all have more insight into how to customize and organize data better in our CRM platform. Ultimately, by sorting out your company data in Salesforce with this nifty feature, you also get to elevate the user experience for your employees.
So, join us below as we dive into the exciting topic of Record Types from Salesforce.
What is a Record Type in Salesforce?
Jumping straight into it, the Record Types feature can customize your data entry processes. This is essential when your company has different Salesforce users that were created as per your business requirements.
If you have more than one way of functioning in your business, Record Types lets you create different views for dynamic page layouts, picklist values, and other tasks that work in different subsets of Salesforce records.
Setting up the user interface in Salesforce with Record Types in this way gives you the flexibility you require to match your CRM platform to the needs of your work tasks.
Working with Salesforce Record Types
We know you are a curious Salesforce user and want to learn more, so here are some of the parts that make up Record Types.
Modify Objects with Record Types
In Salesforce, standard objects like Contacts, Accounts, or Opportunities are good targets for creating record types. If you were wondering, you can also create record types for custom objects!
Discover the Wonders of Different Page Layouts
If your employees use record types, you already know that each one has a custom page layout. Try it out to discover that you can set the visibility of fields for different page layouts. You also get to control which page layouts have access to editing records.
As you can see, this part of the Record Types feature is extremely useful when you have different teammates working on a single object but need to view and update different fields.
A Must-Have Feature for Configuring Picklist Values
The Record Types feature is also useful in setting up various values for a picklist field. These values can be based on a record type.
You might like to use this part of the feature if you want different values available to various teams and departments for a lead’s status.
What are Default Record Types in Salesforce?
When you create a Salesforce record, it is immediately given a default option. It will continue to have this default option if you do not select a record type for it.
It’s important to know about default record types and how they work. For example, you could have a Salesforce object with multiple records. If your colleague goes ahead and creates a new record for that object, Salesforce automation features will assign it as a default record type if a specific record type has not been defined.
Salesforce Change Record Type
So now that you have a record type or a Salesforce default record type, you can change it if you want. We provide you with a simple guide below on how to do this easily in Salesforce. Let’s go!
1. Make sure you have permission to edit a record and then log into your Salesforce account.
2. Choose the record that needs its record type modified.
3. Enter edit mode by clicking on the Edit option.
4. Go ahead and update the Record Type field with the dropdown list.
5. Remember to save your record after changing the record type.
Find Record Type ID in Salesforce
To get your record type ID in Salesforce for a standard object, simply click on the Gear icon and then choose the Setup option.
Navigate to the Object Manager tab and select an object. Then, click on Record Types in Salesforce. It’s found in the left-hand side menu.
Now, choose a Record Type and look at the URL to get your Salesforce Record Type ID.
Frequently Asked Questions
What is business process and record type in Salesforce?
Business process and record types are two concepts used in Salesforce. They are used in combination with Salesforce data to customize tasks the way teams need. However, they are quite unique models built for different purposes.
For example, a business process is made up of a series of steps to guide people through workflows. On the other hand, record types are a feature that works with Salesforce objects. Record Types lets you configure different page layouts and choose various picklist values for an object.
What is a record type?
It’s a category that you can create to store many pieces of data, like records. A common example of a record type is creating one called “Contact A.” You can then set the records, such as name and phone number, as “Contact A“. Now, all the information related to Contact A will be grouped together.
What is the use of record type Salesforce?
The Record Type in Salesforce helps you create page layouts for various users. These layouts in your Salesforce user interface can cater to your specific business requirements and processes.
Bring your Salesforce Questions to Titan
Thanks for reading our article on Record Types in Salesforce. We hope you are now aware of the feature and know how to use it to streamline your business processes.
If you need help with extending your Salesforce solutions, please feel free to contact Titan with any questions. It’s never been easier to create custom forms, collect and pre-fill data, use conditional logic, and automate business processes with our drag-and-drop forms builder.
Contact Titan if you want to work with any Salesforce object. We are the only product on the market with real-time Salesforce integration. #1 on the Salesforce AppExchange marketplace.
We hope to see you soon!
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