Salesforce Essentials for Administrators

Record types

We need record types usually for the following two purposes:

• To provide two different views for two or more separate processes. Assume we have a portal where job applications are being filled in by candidates. Now, you would like to provide a different set of fields for mechanical engineering candidates and a different set of fields for an electronics engineer. To achieve this, we allocate different page layouts to different record types.
• Another use case is when we have picklists and for each process, you need to provide a different set of values in the picklist. For example, for the mechanical engineer job application form, you don't need to ask subjects (assuming the subject is a field on the object to indicate the final year subjects ...