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
Step 5: Assign the Each Record type into Each Page layout
No comments:
Post a Comment