+ Start a Discussion
ashish jadhav 9ashish jadhav 9 

what is record types in salesforce and what the use of record type?

Best Answer chosen by ashish jadhav 9
Amit Chaudhary 8Amit Chaudhary 8
What is a Record Type?

Allows you to define different sets of picklist values for both standard and custom picklists
Record Types help you implement your custom business processes

Why use Record Types?
To segment picklist values specific to business needs
Examples: segment by division, product line, or region
Easier administration – fewer fields to maintain

Business Process

What is a 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


Please let us know if this will help you

Thanks
Amit Chaudary

All Answers

Amit Chaudhary 8Amit Chaudhary 8
What is a Record Type?

Allows you to define different sets of picklist values for both standard and custom picklists
Record Types help you implement your custom business processes

Why use Record Types?
To segment picklist values specific to business needs
Examples: segment by division, product line, or region
Easier administration – fewer fields to maintain

Business Process

What is a 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


Please let us know if this will help you

Thanks
Amit Chaudary
This was selected as the best answer
Srinivas SSrinivas S
Hi Ashish,

Sample Scenario:
  1. Support Representatives create cases based on the customer reported problems in Case Object.
  2. If the requirement is to fill the different set of fields for the different case types you can create record types and for each record type you can assign a different page layout by including a different set of fields.
  3. After creating the multiple record types, if you click on New case button you will see an intermediate screen where you can choose the type of record type based on that it will show the corresponding page layout.
  4. If you are displaying same picklist field in multiple record types and requirement is to show different picklist values based on the record type then you can configure in record type detail page.
For the following objects, you can see the additional step to create the record type -
  1. Lead --> To control Lead Status field picklist values you need to create Lead process additionally to control the picklist values of Lead Status which will decide the lead life cycle.
  2. Opportunity --> To control Stage field picklist values you need to create Sales Process additionally to control the picklist values of Stage which will decide the Opportunity life cycle.
  3. Case --> To control Status field picklist values you need to create Support Process additionally to control the picklist values of Status which will decide the Case life cycle.
  4. Solution --> To control Status you need to create Solution Process additionally to control the picklist values of Status which will decide the Solution life cycle.
------------
Thanks,
Srinivas
- Please mark as solution if your problem is resolved.