Monday, August 8, 2016

How to create Record Type in Salesforce?

Record Type Definition 

             To Differentiate the page layout with different different field


Step 1: Login to Salesforce

Step 2:  Before create a record type we must create business process for Standard object
            so that we can able to create record Type

           case->support process
           Lead->lead process
           Opportunity->sales process etc.......

 Step 3: Custom object no Need to create any business process
             
Step 4: From Setup, click Object Manager and select Employee. and Select Record type

Step 5: Create two Record Type   
                 1. Employee
                 2. Non Employee

Step 4: Create Two Page layout
                1.Employee PG             
                2.Non Employee PG

Step 5: Assign the Each Record type into Each Page layout