Tailor Business Processes to Different Record Types Users

Record types let you offer different business processes, picklist values, and page layouts to different users. You can create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Or you can display different page layouts for your customer support cases versus your billing cases.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Considerations for Creating and Updating Record Types and Picklists
Keep these considerations in mind when working with record types and business process picklists.
Create Record Types
Before creating record types, include all of the possible record type values in your master list of picklists. The master picklist is a complete list of picklist values that can be used in any record type.
Use Record Types
Here’s an example of how record types can work in your org. Let’s say you have two sales divisions, Hardware and Consulting, and only your Consulting division receives leads through seminars. You can choose to display the Seminar contact lead source for the Consulting division only.
Edit Picklists for Record Types and Business Processes
Customize the values in record type or business process picklists based on your organization’s unique needs.
Limitations for Creating and Updating Record Types and Picklists
Keep these limitations in mind when working with record types and business process picklists.
Managing Multiple Business Processes
Use multiple business processes to display different picklist values according to each user’s profile. Use multiple business processes to track separate sales, support, and lead lifecycles.
Create Multiple Business Processes
Follow these steps to create sales processes, support processes, lead processes, and solution processes.

Tailor Business Processes to Different Record Types Users

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Tailor Business Processes to Different Record Types Users

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