Why would you create a custom record type for a group?
For example, custom record types help you add doctors as a type of individual or hospitals as a group record type. You can easily configure a custom record type based on the default individual or group record type provided by Health Cloud.
How do I create a lead record type in Salesforce?
Create Lead Record Types for Lead Distribution
- From Setup, enter Leads in the Quick Find box, then select Record Types under Leads.
- Create a record type to track leads you pass to partners for lead distribution.
- Activate the record type and assign it to the appropriate partner and channel manager profiles for your site.
How do I assign a record type in process builder?
Using Record Type in Process Builder
- Record Type ID: [Object].RecordTypeId. This option must use the full 18 digit record type ID of the record type.
- Record Type Name: [Object].RecordTypeName. This option needs to use the Display Name of the Record Type.
- Record Type Developer Name: [Object].RecordType.DeveloperName.
What are two record types associated with leads?
Two record types and page layouts associated with Leads, Accounts, Contacts, Opportunities and a few custom objects as well. It quickly became apparent to me that to follow this process the Lead would have to correctly convert its record type to Accounts, Contacts, Opportunities and any other object involved.
How to map lead record types in Salesforce?
Go to Customise>Leads>Fields>Map Lead Fields and map the Master Record Type to the newly created Account Master Record Type. So the next stage is to grab this value on accounts for all the other objects you have separate record types for.
How to map lead field to master record?
Next we need to map this Lead field. Go to Customise>Leads>Fields>Map Lead Fields and map the Master Record Type to the newly created Account Master Record Type. So the next stage is to grab this value on accounts for all the other objects you have separate record types for.
How to create a new lead in sales?
Create a lead (Sales) Go to Sales > Leads. Select New. Follow the process bar to enter data into fields to move the lead to the next stage. If you’re creating the lead for new customers, enter name, contact details, and company name in the Lead form.-OR-