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Extend Salesforce with Clicks, Not Code
Use Record Types

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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.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create or change record types: Customize Application
  1. Manage your master picklists.
    Define a list of contact Lead Source picklist values that contains all the values used by both the Hardware and Consulting divisions, including Seminar.
  2. Create record types.
    Create two contact record types: one called Hardware and another called Consulting. This step includes adding master picklist values to the record types.
  3. Add record types to profiles.
    Add the Hardware record type to the profiles for all users in the Hardware sales division. Add the Consulting record type to the profiles of all users in the Consulting sales division.
  4. Set personal options for the record types.
    Let users of both the Hardware and Consulting sales divisions bypass the prompt that asks them to select a record type when creating a contact. If you have users that create contact records for both sales divisions, they can customize their personal settings to always prompt them to select a record type.

See Also

 
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