Welcome to What Are Record Types, the ninth video in the Who Sees What series. • Who Sees What in Sales...
In this video, we’ll talk about how record types help you collect and manage data about an object. Users often need access to the same objects, but they work with different data. You want your records to be customized so that users see only the Salesforce business processes and fields relevant to them. This is where record types come in.
The videos in this series provide admins the basics on visibility and data access in Salesforce, so they can successfully set up their org.
0:00 Introduction
0:26 What are Record Types?
0:59 What are Business Processes?
1:10 What are Page Layouts?
1:20 What are Picklist Values?
1:39 Step 1: Create Picklist Values
1:59 Step 2: Create Processes
2:09 Step 3: Create Page Layouts
2:58 Step 4: Create and Assign Record Types
3:56 Final Step: Add Field to Page Layout
4:46 Things to Watch Out For
5:28 Learn More
#RecordTypes #SalesforceBusinessProcess
#Salesforce #SalesforceSupport #SalesforceHowTo
If you have questions, tap into the wisdom of our entire Trailblazer Community here: trailhead.salesforce.com/trai...
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Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments - including marketing, sales, commerce, and service - a single, shared view of every customer.
6 июл 2024
