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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Record types


Record types are a feature of Salesforce CRM that allow you to provide different sets of object picklists, different page layouts, and custom business processes to specific users, based on their profile or assigned permission set. Record types can be used in various ways, for example:

  • Create record types for opportunities to differentiate your internal sales deals from your field sales deals and show different fields and picklist values

  • Create record types for leads to display different page layouts for your tele-sales leads versus your internal sales prospecting functions

Creating a record type

The record type,  Master , is always set for every object and contains all the picklist and process options. It is not, however, listed under the record types list and it can be assigned as a record type for a profile, provided it is the only assigned as a record type for that profile.

Since each record type is assigned to one page-layout type per profile, the numbers of page assignments...

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