Скачать или смотреть Salesforce Record Types: How to Create and Customize Them

Learn everything about Salesforce Record Types in this comprehensive tutorial! Discover how to create and customize record types to streamline your business processes, customize page layouts, and control picklist values. Perfect for Salesforce admins and users looking to optimize their workflows. Don’t forget to like, comment, and subscribe for more Salesforce tutorials!

0:00 Introduction to record types in Salesforce
0:14 Use case: Differentiating between Direct Customers and Organizations
2:00 Navigating to the Accounts object and Record Types
3:33 Creating a record type for Organization accounts
5:04 Customizing page layouts for record types
6:16 Creating a record type for Direct Customer accounts
7:20 Assigning page layouts to record types
8:59 Testing record types in the Accounts object
9:48 Customizing picklist values based on record types
10:50 Summary of record type benefits and use cases