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!
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?
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.
I’m not able to see the video. it says an error occurred.
Can confirm this appears to be loading correctly- still seeing a problem?
So good to know exactly when Record Type should be used. Very nicely done.
Hi,. There’s no sound!
Sounds appears to work on this one as well – can you check your computer?
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