Record Types

ObjectiveResourcesKey Facts
Describe record types.Introduction to Record Types
[Must / 7m / CertifiedOnDemand.com]

Creating a Record Type and Page Layout in Salesforce
[Should / 9m / Alex Zarowny]
Describe the effect of using records types.

Introduction to Record Types
[Repeated]

Record types influence which page layout is assigned when a user views or edits a record, as well as which picklist values can be selected.

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32 Responses to “Record Types”

  1. nk005347 October 10, 2016 at 5:24 pm #

    Administrator Tip Sheet: Tips & Hints for Record Types — This link doesn’t work any more.

  2. golwalaonline August 28, 2016 at 1:46 pm #

    Could not make out the significance of creating business processes. For e.g. in case of Opportunity, we can have different sales processes with different list of opportunity stages. Now, if I treat opportunity stage list as yet another pick-list then why at all we need a separate step of creating sales processes? Why opportunity stages list is not available as a pick-list so that one can customize it based on record type? Sorry, my question may look silly but I fail to get the context. May be, I am missing something.

    • JohnCoppedge September 5, 2016 at 8:02 pm #

      You can’t choose the opp stage picklist values based on record type; you have to use a business process. It’s just an extra step (I’d guess this is left over configuration from legacy pre-record type salesforce).

  3. CarlosSiqueira June 7, 2016 at 4:02 am #

    My Opportunity has 2 record types: Retail (Default) , Product and Service.
    When I create a new Opportunity, I get a screen to chose which record type.
    Now, after the Opportunity record is created, how do I show it on the page layout?
    I check under Opportunity / Fields and I don’t see a field “Record Type” that I can include on all my page layouts.

    Thanks

    • CarlosSiqueira June 7, 2016 at 4:18 am #

      I meant 3 record types.

      • CarlosSiqueira June 7, 2016 at 2:17 pm #

        Never mind. I was looking for a “Record Type” field and found out that it was created as “Opportunity Record Type”.
        Also, it looks like an “Object Record Type” field will be only created if such object has a record type, otherwise none is created.
        Can you confirm?

  4. Rajesh Kulanthaivelu January 19, 2016 at 11:29 am #

    Hello Guys,

    I cleared my SFDC 401 on May 8, 2015 and SFDC 201 on Aug 8, 2015. Can anyone help me on which release exams I am supposed to take? Is there a way to check on this officially with salesforce?

    Appreciate your help!

    Regards,

    Rajesh K

    • JohnCoppedge January 19, 2016 at 11:38 am #

      Login to webassessor – you will be able to register for the appropriate maintenance exams.

  5. tejalr8@gmail.com January 19, 2016 at 5:50 am #

    and john,
    As an Admin ,
    R v allowed to create custom business process for custom object?
    thank you .

    • JohnCoppedge January 19, 2016 at 5:51 am #

      Custom objects do not use business processes- they are only used lead, opp, case, and solution…

      • tejalr8@gmail.com January 19, 2016 at 5:53 am #

        All right ,
        Thank you john ,
        that really clear my all doubts.
        appreciated.
        Thank you so much.

        • JohnCoppedge January 19, 2016 at 5:57 am #

          Excellent 🙂 Biz process is probably a legacy feature that was left over from a time long before record types… hence only used on a few objects

  6. tejalr8@gmail.com January 19, 2016 at 5:13 am #

    hello john,
    I have question that when we as admin create custom object ,
    Can we create record type for custom object without having business process for that custom object?

    if yes
    then please make me understand ..

    and if no then
    how can we create business processes for my custom object
    i saw place to create business process
    Setup>workflow and approval>build process
    Is this a right way to create custom business process ?
    can u explain how to create it?

    or else all this (is this a limit?)that ,
    we can only use existing business process to the respected standard object we have(Like lead object is having lead process to implement record type for lead related for particular profile) ,and we can never have our own custom business process that we can use in implementation of record type in our app?

    • JohnCoppedge January 19, 2016 at 5:18 am #

      You do not need a business process for a custom object- you can create a record type for a custom object; no need for a business process. You can create your own business process and reference when you create a new record type (e.g. on opportunity)…

  7. tejalr8@gmail.com January 17, 2016 at 9:00 pm #

    Hello john,
    When you say record type to make default and u shared the link from sales force help ..
    there the path goes likt this ..
    setup>record type>Set Default Record Types or Record Type Selection—
    as per how they explain as below …to set record type as defaut for users landing page…
    “From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears.”

    truly speaking…i m not finding the link to
    can you explain it where i m going wrong?

    Thank you
    Tejal .

    • JohnCoppedge January 18, 2016 at 5:22 am #

      Try looking under Setup –> My Personal Information –> Record Type Selection

  8. Kevin Brown March 11, 2015 at 6:29 pm #

    Needs editing:

    The “master” record type include all picklist values

    …should read:

    The “master” record type includes all picklist values

  9. Lisa Seyler October 10, 2014 at 1:52 am #

    How do you edit the record type(s) associated with the profiles after you save the record type? I see that the option is available on create, but I don’t find how to get back to it once the record type is created.

    • JohnCoppedge October 17, 2014 at 10:34 pm #

      Navigate to the profile, click on the profile (do not edit it) and they are below on the profile screen (in non edit mode) – if you are using the standard profile editor. If you are using the advanced profile editor, you will need to search for the object.

  10. Tasnim Tailor July 12, 2014 at 2:14 am #

    This is one of the requirements and I’m confused with the use of RecordTypes –
    I have a Contact and I want to track and report on the type of Contacts (Subscriber, Volunteer and Donor). So I decided to create Record types with these values and different page layouts based on needs. But now the issue is a Subscriber can be a Volunteer too (either two of them or a combination of all the three). In this case Record types won’t work as I can’t assign multiple record types to a record.
    I’m not sure what to use in this case – a multi-select Picklist? Would I be able to track the Contacts in this case? Is there any other feasible way to achieve this?

    • JohnCoppedge October 17, 2014 at 10:30 pm #

      Good question. Multi-select picklist is one option. Checkboxes for each (subscriber, volunteer, donor, etc.) is another – I would suggest playing with each. Reporting will be a bit different (although you could potentially use both and keep the values in sync).

      You could also consider a hybrid record type (e.g. subscriber, volunteer, donor, hybrid) – hybrid would have the fields of all 3 on the page layout. Use workflow to update the value of the subscriber/volunteer/donor field(s) when the single RT is selected, when hybrid is selected the user would need to set them.

  11. Cooper Miller March 6, 2014 at 10:00 pm #

    Thank you John!

  12. Cooper Miller March 4, 2014 at 9:53 pm #

    I am a bit confused on the purpose of Processes. Why wouldn’t the Lead Status/Opportunity Stage/ etc. fields just be included as an editable picklist on the Record Type? Would this not eliminate the need to assign a Process? As far as I can see the only role of the Processes is to filter these picklists. I guess I’m overlooking some other function of the Processes. Could someone help me? Thank you for your help.
    -C

    • JohnCoppedge March 6, 2014 at 2:37 pm #

      My guess is that this is legacy configuration from Salesforce 10 years ago from before record types existed. The RT ultimately drives picklist values and page layouts, but for a select few fields it does so through a biz process via record type. It doesn’t make sense on the surface, but that’s the way it works.

  13. Kaira Bergstra January 11, 2014 at 1:05 am #

    *effect of using Record Types (not “affect”).

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