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What is the difference between record type and page layout?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
How do I enable record type in Salesforce?
Create Record Types
- From Setup, click Object Manager and select Account.
- Select Record Types, click New, and fill in the details.
- In the Make Available column header, deselect the checkbox.
- In the Make Available column, select these profiles.
- Click Next.
Is the picklist value controlled by record types?
Yes, the picklist values and the Page Layout assignment will then be controlled by the Record Types. Thanks for contributing an answer to Salesforce Stack Exchange! Please be sure to answer the question.
Do you have to set picklist values in Salesforce?
Therefore, you will have to create a Standard and one for this Custom App you mention. Yes, the picklist values and the Page Layout assignment will then be controlled by the Record Types. Thanks for contributing an answer to Salesforce Stack Exchange!
How to assign page layouts and record types?
Use a record type to assign a page layout to a profile. Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first.
Which is an example of a record type?
Record Types let you offer different business processes, picklist values, and Page Layouts to different users. For example, one of the most common use cases of Record Types would be to create two different sales processes on the Opportunity object.