Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Record types

Record types are a feature of Salesforce CRM that allow you to provide different sets of object picklists, different page layouts, and custom business processes to specific users, based on their profile or assigned permission set. Record types can be used in various ways, for example:

• Create record types for opportunities to differentiate your internal sales deals from your field sales deals and show different fields and picklist values
• Create record types for leads to display different page layouts for your tele-sales leads versus your internal sales prospecting functions

Creating a record type

The record type,  Master , is always set for every object and contains all the picklist and process options. It is not, however, listed under ...