Salesforce is a popular customer relationship management (CRM) on the market today. There are many companies using this software for customer management purposes. The software has been creating quite a buzz on the market since lately. There are so many positive reviews and testimonials for the software on numerous online forums. Many people who are using the software has a common issue with it. That is how to create record types in Salesforce? This issue has been troubling the majority of consumers who own the software. This is why we thought of providing a comprehensive answer to the question of:
How to create record types in Salesforce?
Creating record types in Salesforce is not difficult, but there are a few caveats to bear in mind when doing it. First, this feature is available only in the Enterprise, Unlimited and Developer versions of the software. You need to purchase or own one of these editions if you plan to create record types in Salesforce. You need permission for this purpose in the “customize application” field. If you don’t have this permission, you need to contact the administrator and obtain this first. Once you have these two features in your software, you are ready to create record types in your Salesforce software.
Here is how you create record types in Salesforce software. First, go to “Setup” and click on the “Customize” menu. If you are planning to make personal account records, go to Accounts and then to Personal Accounts. If you want to create a campaign record type, go to Campaigns and then to Campaign Members. Thereafter click on Record Types and New. You need to choose “Master” from “Existing Record Type” menu. This will allow you to obtain available values you plan to include.
The next step is to define the “Record Type” label that is Unique for your object. You will need to provide a Record Type Name as well. If you plan to create a record for different purposes such as leads, cases, solutions or opportunities, you will have to select the business type associated with it. Remember to enter a short description of the component. You need to select “Active” in order to ensure that the Record Type is active and available for use at any time. You should select “Enable for Profile” next to the profile you need to enable it for. If you plan to make this the default record type, select Make Default too. Click on “Next” to choose the page layout you wish to add as the display template for the record type created. You have the option of selecting different layouts per profile if you wish to do it. Next, click “Save” in order to save your record type. If you have the idea of creating more records, you can click of Save and New.
The aforementioned article provides a comprehensive answer to the question of how to create record types in Salesforce software. It will help you to make best use of the software.