When to Use Record Types

8 Responses to “When to Use Record Types”

  1. jaydelaune January 25, 2017 at 3:29 am #

    Thanks especially for the coaching that Record Types create administrative overhead – use them only with a clear reason. That perspective is especially helpful since as new administrators, we haven’t always seen the unintended consequences!

  2. donniemorgan@gmail.com January 28, 2016 at 9:59 am #

    One of the types of questions that come up are if 2 teams (sales & finance) both want to work on same object (opportunity ) and both follow the same sales process but another team want to see more fields How can the administrator achieve this?
    Can record types and page layouts be used?

    • JohnCoppedge January 28, 2016 at 2:07 pm #

      That’s a good question- in that scenario, it sounds like just page layouts could be used. The record type would be needed if they followed different business processes.

  3. sampada.deshpande November 12, 2015 at 6:51 pm #

    I’m not able to see the video. it says an error occurred.

  4. Minhaj Arifin May 31, 2015 at 11:27 am #

    So good to know exactly when Record Type should be used. Very nicely done.

  5. Saman Muhammad February 10, 2015 at 10:24 pm #

    Hi,. There’s no sound!

Leave a Reply