Salesforce Record Type

Salesforce record type allows every administrator to configure different page layouts, business processes and picklist values based on the user’s profile.
The significance of Salesforce record type can be understood only when we have different business process defined in an organization.

Steps to implement Salesforce record type.

1. Create respective page layouts.
2. Assign appropriate fields to the page layouts.
3.  Create the record type.
4. Assign to profiles.
5. Add corresponding values to picklist.

Creating page layouts for record types.

Assigning fields to acquisition layout.

Assigning fields to legal layout.

How to create Salesforce record type.

To create Salesforce record type go to Account Object | Record type | New.

• Click on record on new record type.

• Enter record label, record type name.
• Click on active to make it active.
• Select the profile to which this record type is to be visible.

Here we creating record type for acquisition team so we are enabled for only acquisition profile only.

• Click on Next button
• 

• Select the page layout as shown above.
• Click on Save button.

Successfully we have create Salesforce record type and we have to edit picklist values for account Type.

• Go to Account type and click on Edit button.

Only Individual Broker and third Party Broker are only applicable for Broker. So we have selected those two picklist values for Broker record type.

• Click on Save button.

Successfully we have created all the three account record types in salesforce.

• To check Record types in Salesforce create new account.

previously when creating an account we don’t see any record types in Salesforce. Now we have to select Salesforce record type to create new account