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Record types can be used in various ways. Record Types help you implement your custom business processes, for example: Create record types for

 
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Record types can be used in various ways. Record Types help you implement your custom business processes, for example:

  • Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.
  • Create record types for cases to display different page layouts for your customer support cases versus your billing case

Useful Documentation


Attribution to: Alex Tennant
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/31206

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