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What is meant by record type in Salesforce?
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What are record types used for?
Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How do you define records?
The International Standards Organisation (ISO) defines records as: Information created, received, and maintained as evidence and information by an organization or person, in pursuance of legal obligations or in the transaction of business.
What is the track record?
: a record of past performance often taken as an indicator of likely future performance.
What are record types in Salesforce?
In Salesforce, “Record Types” are a way to arrange and classify data in an object. An example of how Record Types can be particularly helpful is when you want to assign different sets of data to different groups of sales teams.
What are the types of Salesforce accounts?
Importantly, Salesforce accounts are divided into two major categories – Person account and Business account. Both of these accounts are differentiated on the basis of business models. You first need to understand the business needs then create your own account free with Developer Edition in minutes.
What is a custom object in Salesforce?
Custom Objects allow Salesforce to extend functionality past the native CRM suite (Leads, Accounts, Opportunities, etc). Custom Objects are simply tables you create to store records that categorically do not belong in any of the existing tabs or objects.