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When to use a record type or page layout?
You should use a record type (with a page layout!) when you need records to have different: Page Layouts – Use different page layouts to reveal the different picklist options and further differentiate between record types You should use only page layouts if you just want different fields shown to different Users.
How to create page layout and record types in Salesforce?
Click on New button and fill all mandatory fields and select profiles. Create a support process before creating record type Click on NEXT button Select page layout and click SAVE. Page Layout Assignment Go to Record Typeor Page Layoutand click on Page layout Assignment assign page layout to record types based on profiles.
Can you have more than one page layout in a profile?
One important thing to note when using page layouts, is that you can only apply one to a group of users per object per record type. For examples if you have one record type on Accounts, you can only apply one page layout per profile. Record Types come into play to extend this.
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.
How are record types different from page layouts in Salesforce?
Often, users will find that Salesforce has two similar features or functions and it can be difficult to discern the differences between the two and identify the types of situations where using each is most appropriate. Like Record Types vs. Page Layouts.
When do I use two different record types?
Let’s say that with US Accounts, you have 3 picklist options: Rail, Air, and Truck. But with UK Accounts, you want to add one more option: Sea. This is one case where you may want to create two different record types because you need two different picklists for the same field. So, When Do I Use Record Types and Page Layouts?
What’s the name of the account page layout?
Sometimes, the page layout assignment will vary per record type. For example, in the image above, for the High Volume Customer Portal Type profile, all Accounts have a page layout called “Account Layout”.