Salesforce is one of the best customer relationship management (CRM) software on the market today. The software has been receiving quite a buzz on the market recently. There are many positive reviews and testimonials on numerous online forums and discussion boards on behalf of this software.
Many individuals are regularly asking how to create record types in Salesforce? If you are planning to get the best out of this software, you definitely need to take advantage of creating record types in the software. Does this article provide a comprehensive overview of how to create record types in Salesforce?
Even though creating record types in Salesforce is very easy, you need to note these important caveats. First thing first, this feature is only available in Enterprise, Developer, and Unlimited editions of the software.
So, if you have not upgraded to one of these editions, you need to upgrade to one of these editions in the first place. Another thing is that you will require permission in the “Customize Application” field. So, if you have not got this permission, you need to consult your administrator and obtain permission first.
How To Create Record Types In Salesforce With Ease
Once you have fulfilled the aforementioned requirements, you can get down to the business of creating records. Go to “Setup” and click “Customize.” If you want to create personal account records, Go To Accounts and Personal Accounts.
Suppose you plan to create a campaign record type, click Campaigns, and Campaign Members. Click on “Record Types” and then on “New.” Choose “Master” from the drop-down menu of “Existing Record Type.” This is if you wish to get all the available values you want to include or you prefer to clone an existing one.
The next step is to define the “Record Type” label that is unique for your object. You need to provide a “Record Type Name” for it as well. This refers to the systematic or procedural labels or the component within the API.
You should make sure that this name makes sense for the sake of the developers working with you. If you are creating a record related to opportunities, leads, cases, or solutions, you need to select a business type to associate with it. Enter a short but comprehensive description of the component.
You need to select “Active” to ensure that the record type is active and available for use. Select the “Enable For Profile” next to enable any profile you wish to. If you plan to make it the default record type, make sure you select “Make Default” as well.
Click on “Next” to choose the page layout you wish to be the display template for these record types. You may apply different layouts per profile or one profile to all of them. Finally, click on “Save” to save your record type.
The aforementioned article provides a comprehensive overview of how to create record types in the Salesforce software.
Image Source: BigStock
