Скачать или смотреть MASTER RECORD TYPES IN SALESFORCE || CREATE & SET DEFAULT RECORD TYPE STEP BY STEP || SALESFORCE

MASTER RECORD TYPES IN SALESFORCE || CREATE & SET DEFAULT RECORD TYPE STEP BY STEP || SALESFORCE

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Описание к видео MASTER RECORD TYPES IN SALESFORCE || CREATE & SET DEFAULT RECORD TYPE STEP BY STEP || SALESFORCE

In this tutorial, you’ll learn how to create a Record Type in an Object in Salesforce and set it as the default Record Type from Profiles configurations.

Whether you're a Salesforce Admin or just starting out, this step-by-step guide will help you easily manage Record Types for better data organization and user experience.

💡 What You'll Learn:

What Record Types are and why they matter

How to create a new Record Type for any object

Assigning Record Types to specific profiles

Setting a Record Type as default for users

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TIMESTAMPS:

0:28 - Introduction
0:29 - What is a Record Type?
2:55 - Creating a Record Type in Salesforce
10:00 - Making a Record Type the Default

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Playlists:

SALESFORCE FLOWS PLAYLIST:
   • FLOWS

OMNISTUDIO PLAYLIST:
   • BUSINESS RULES ENGINE || OMNISTUDIO

SALESFORCE OUT OF THE BOX PLAYLIST:
   • SALESFORCE OUT OF THE BOX

SALESFORCE APEX TRIGGERS PLAYLIST:
   • APEX TRIGGERS

SALESFORCE AGENTSTUDIO PLAYLIST:
   • AGENTSTUDIO

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