What you want to do can be achieved by using two Record Types, one page layout for each record type and a workflow. Assign a default page layout and put only the fields that you want to show on creation time. Create another page layout and assign it for the second record type.
Should you use both page layouts and record types in Salesforce?
Using both page layouts and record types is often necessary for ensuring the right people have access to the data they need, but it does come with concerns. When you use Salesforce page layouts, you are controlling who has access to (and can potentially edit and alter) specific data fields in your Salesforce database.
What are record types in Salesforce and how to use them?
For example, if your Accounts only have one record type, that means that you can only apply one page layout per profile. Record Types are used to extend this functionality and better segment users to display custom layouts. Example #1: You have decided to bring your customer success team into Salesforce.
Can you have more than one page layout for a record type?
So if you have three different Record Types, you might have two that use the same page layout, the third one can have a unique page layout. So it allows you not only to segment your pick list values but you can also split your page layouts and assign them accordingly.
How to create page layout for case object in Salesforce?
Following is an example to create a page layout for case object. Set Up->Customize->Case->Page Layout->Click on New button Fill Mandatory details Drag and drop required to the layout and save page layout. Record Types
Can a record type have more than one page layout?
Each with different sales stages and Page Layouts. This means that with Record Types you can now apply multiple Page Layouts per object, per user profile.
Can a Salesforce record have multiple record types?
Profiles can be associated with one or more record types. This can be done when creating the record type, or later when editing a specified profile. When more than one record type is available you must choose a default for each profile.
How do I add a record type to a page layout in Salesforce?
To specify record types and page layout assignments:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.In the Find Settings... ... Click Edit.In the Record Types and Page Layout Assignments section, make changes to the settings as needed. ... Click Save.
How many record types can be created in Salesforce?
200 record typesWe recommend creating no more than 200 record types. While there is no limit, orgs may have difficulty managing their record types if they exceed 200.
What is the difference between record types and page layouts?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
How do I create a two 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...
What is difference between lightning record page and page layout?
Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility. The structure of a Lightning page adapts for the device it's viewed on.
Why would you create different record types?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What we can control using page layout?
Page layouts can be used to control the appearance of fields, related lists, and custom links on standard and custom object's detail and edit page. It also controls which standard and custom buttons will be visible on detail pages and related lists.
How many record types can you have on an object?
Salesforce recommends that you do not use too many record type objects. It limits the ideal number of record types to 200.
How many records can an object have Salesforce?
Salesforce recommends that you retrieve no more than 500 records per object for optimal performance.
How do record types work in Salesforce?
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How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
Assign a Salesforce Page Layout
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.
What about Dynamic Forms?
Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:
Page Layouts
Page Layouts determine which fields are displayed to your users on a record. They allow you to add fields, sections, links, custom buttons, and a few other features.
Record Types
Record Types let you offer different business processes, picklist values, and Page Layouts to different users.
Lightning App Builder & Dynamic Forms
When Salesforce Classic was the only UI around, Page Layouts & Record Types were one of the most powerful way to customise user experiences.
Examples
A – Support users are being onboard onto Salesforce. They are required to view an extensive amount of information on Accounts around the customer’s technical solution. This information does not apply to any existing users. They have two Support profiles.
When more than one record type is available, must you choose a default for each profile?
When more than one record type is available you must choose a default for each profile. The default record type should be the one which is used most often, and will therefore be the primary selection for users. Profiles associated with only one record type will never be asked to select a record type when creating a record.
What is record type?
It is important to note that record types are based on a user’s profile and not standard across the organization. Record types can be used in a variety of ways, from displaying different page layouts for one object based on a set ...
Do record types affect record level security?
NOTE: Record types do not influence record level security. Meaning, if a user does not have permission to view/edit an object (or field within that object) in their profile settings they will not have the ability to view/edit that object even if a record type is made available to their user profile.
How to specify record types and page layout assignments?
To specify record types and page layout assignments: From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. In the Find Settings... box, enter the name of the object you want and select it from the list.
Can you select a custom record type?
If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master--. The default record type to use when users with this profile create records for the object.
Can you select a page layout assignment for the master record type?
You can only select a page layout assignment for the --Master-- record type. Click Save. After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.
Can you assign a record type to a profile?
If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. If you’re already working in an original profile user interface, you can access, view, and edit all page layout assignments easily in one location.
Why use page layouts in Salesforce?
When you use Salesforce page layouts, you are controlling who has access to (and can potentially edit and alter) specific data fields in your Salesforce database.
Why are page layouts and record types used?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
What is page layout?
Page layouts are also used to determine which fields are marked as visible, read-only, or required on object record pages.
What is a user group page layout?
In short, they are a tool for customizing the content, look, and feel of your record pages for your users. It is also important to know that you can only apply one page layout to a specified group of users per object, per record type.
Can you only have one page layout?
It is also important to know that you can only apply one page layout to a specified group of users per object, per record type. For example, if your Accounts only have one record type, that means that you can only apply one page layout per profile. Record Types are used to extend this functionality and better segment users to display custom layouts.
What is Salesforce record type ID?
If you want to specify a Record Type, you have to add a column to your import spreadsheet and use the Salesforce Record Type ID, which is a 15 or 18 character ID, to set the ID for each record that’s going up in the imports.
What would happen if we had three record types?
So if we had three Record Types, one Profile might have access to one layout, another Profile might have access to all three of those Record Types. If a user has more than one Record Type assigned, you have to denote in the Profile a default, which is the first option they have available.
Can you have multiple record types?
The next thing is, when you have multiple Record Types enabled for an object, you have a Record Type field that you can put on a page layout. So, if you’re doing the page layout editor, it could be Account Record Type, Lead Record Type. It’s usually the object name – Record Type. You can drag that field onto the page layout.
Can you flip a record type to the master?
They can quickly flip the Record Type to the “master,” and go, “Yup, that field’s available,” and flip it back. One of the last tip is Workflow. So something you may not know is, you can use Workflow through a field update action to set the Record Type. So let me give you an interesting scenario.
Page Layouts
Record Types
- Record types let you offer different business processes, picklist values, and Page layouts to different users. For example, one of the most common use cases of record Types would be to create two different sales processes on the Opportunity object – each with different sales stages and Page layouts. This means that with record Types you can now app...
Lightning App Builder & Dynamic Forms
- When Salesforce Classic was the only UI around, Page layouts and record Types were some of the most powerful ways to customize user experiences. However, with the introduction of Salesforce Lightning, a new wave of features have been released to customize Salesforce even further. In some cases, this means you won’t need to create a new page layout or record type anymore, sav…
Examples
- Example A: Support users are being onboarded onto Salesforce. They are required to view an extensive amount of information on Accounts around the customer’s technical solution. This information does not apply to any existing users. They have two Support profiles. With this example, we have quite a straightforward use case. As support users are now being brought ont…
Summary
- You should now be well on your way to understanding the key differences between record types and page layoutsin Salesforce, as well as how and when to use each feature.