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
- Record Types Overview
- Creating Record Types
- Editing Picklists for Record Types and Business Processes
- Considerations for Creating and Updating Record Types and Picklists
Attribution to: Alex Tennant
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/31206