Скачать или смотреть Creating Record Types with Page Layouts

In this episode of ShellBlack Whiteboard we introduce Records Types – a way not only to segment pick list values for different "flavors" of records, but also how they work with page layouts to further tailor the user experience. We discuss what happens when a Profile has access to more than one Record Type when you create a new record. Shell then walks though an example using Record Types with Opportunities.

Finally Shell wraps up with "Things To Know" – such as how Record Types come into play with Lead Conversion, using the Data Loader, displaying the Record Type field on the page layout for users, and how Workflow can set the Record Type via a Field Update action.

To see a transcription of this video and additional show links, see the full blog post on ShellBlack.com - ‪https://www.shellblack.com/whiteboard...