Salesforce for Beginners

Creating and using record types

Record types are the last piece of the puzzle. It is important to note that record types are not always needed; this depends on your business process. Record types are used when you need to show different page layouts, apply different processes, and/or need to show different picklist values based on a business use case. In this example, we will create two record types for the Certification object in order to show the correct picklist values in the Certification custom field. The record types will be Admin and Developer, and the goal is to show the Admin Certifications for Admin and the Developer Certifications for Developer. Let's learn how to create these two record types and update the available picklist ...