Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
How to create a new record type in Salesforce?
You can create a new record type for any object using object Manager. For example, for creating account record type is lightning From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details.
What is the use case of record types in Salesforce?
Salesforce Record types can be linked to user profiles. There can be different page layouts and picklist values based on record types. Here is list of some important use case of using record types in salesforce:
What is the next step in the Salesforce sales process?
As you can see, there can (and probably should be,) a number of tasks for every Salesforce next step you have. Next steps tend to be fairly consistent from deal-to-deal, and often represent certain checkpoints that you have along the sales process – like first demo, second demo, review pricing, legal, and so on.
What is record-triggered flow in Salesforce?
Record-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can trigger the Flow when: With record-triggered flows you can potentially avoid writing triggers in some specific scenarios.
How do I add approval steps in Salesforce?
You can add steps to an approval process only if it is inactive. From the approval process, click New Approval Step, and follow the wizard. Steps are executed in the order specified. Control which records are part of the approval step by setting the step's criteria.
How do I record in Salesforce?
Create Records from Object Home PagesClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you're prompted.Enter values in the fields. ... Save your changes, when you finish entering values for your new record.
What is approval steps in Salesforce?
Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
How do I turn on quick actions in Salesforce?
Create a Quick ActionClick the setup gear. ... Enter Global Actions in the Quick Find and select Global Actions.Click New Action.Leave the Action Type as Create a Record. ... In the Label field, enter Waypoint . ... Click Save.In the next Action Layout screen, leave Waypoint Name as the only field in the layout.
What are the record types in Salesforce?
In NPSP specifically, the Account object comes with two record types: Household Account and Organization. Having these two types of accounts as different record types makes it possible for different fields to be tracked on each.
How do I create a record type in Salesforce?
Create Record TypesFrom Setup, click Object Manager and select Account.Select Record Types, click New, and fill in the details. ... In the Make Available column header, deselect the checkbox.In the Make Available column, select these profiles. ... Click Next.More items...
How do I change approval steps in Salesforce?
To remove or add an Approval Step in Lightning:Click the Gear Icon | Setup | Quick Find box enter Approval process.Find the approval process.Deactivate this Approval Process.Use the "Clone" button (from the approval process detail page) to create a new similar inactive one.More items...
How do I submit a record for approval in Salesforce?
Submit a Record for ApprovalGo to the record that you want to submit for approval.Make sure it's ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. ... Click Submit for Approval.
What is the difference between workflow and approval process in Salesforce?
The major differences between workflow rules and approval processes in Salesforce lie not only in the purposes of their use but also in when and how they are triggered. As such, when a user manually presses the “Submit for approval” button on their request, the approval process activates.
What is a Salesforce quick action?
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users' navigation and workflow as smooth as possible by giving them convenient access to information that's most important.
How do actions work in Salesforce?
Actions appear on the Home page, on the Chatter tab, in Chatter groups, and on record detail pages. Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields.
How do I use actions in Salesforce?
Required Editions and User PermissionsIn Setup, in the Quick Find box, enter the name of the object that you want to add actions to. ... Click New Action to see which types of actions are available.From the Action Type dropdown list, select the action to add. ... Enter a label and description for the action.Click Save.More items...
Record Types in Salesforce
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
Page Layout in Salesforce
Page layouts control the layout and organization of buttons, fields, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.
