Record Types

Record types let business offer different business processes, picklist values, and Page layouts to different users. Below are examples of when record types may be needed:

• Accounts types that different groups need to access – customer accounts, partner accounts, etc.
• Opportunity types from different revenue streams – online, retail, etc.
• Campaigns types based on lead source – trade show, website, etc.

Record types are used to:

• capture different information for each type (i.e., fields or picklist values).
• allow users access to only the records that are relevant for their jobs.

Create Record Types

By clicking '+ Add' button, the author can add a new Record Type.

After record types are created, end-user needs to select one of the type to process create new record.