how to create record types in salesforce trailhead

How do I create a new record type in Salesforce?

Creating record types will allow them to simply choose from Consulting or Education in these cases. Let's get to it. Create a new account record type called Customer Account. From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details.

What are custom metadata type records in Salesforce?

After you create the type with all its fields, add custom metadata type records. The custom metadata type records store configuration data. For our example, you create a record for each support tier that’s relevant to your org.

How do I create a technical position in Salesforce?

Now create a new Technical Position record type. From Setup, click Object Manager. Click Position, then Record Types. Click New and fill in the details. Use this record type for technical positions only. Click Next, then Save. Under Picklists Available for Editing, click Edit next to Department.

How do I create a record type for a case?

First, create record type using the product support process and the correct picklist values for the Type field. While still viewing Case in the Object Manager, select Record Types. Click New and complete the field details. Ensure Active is selected.

How do I create a record type in Salesforce?

While the examples in this article show customizations to NPSP, the tasks are relevant to any Salesforce.org product.Click. ... Click the Object Manager tab.Click the object that you want to create the new record type for, for example, Opportunity.Click Record Types.Click New.Enter the record type details.More items...•

What are record types in Salesforce trailhead?

Record types determine the business processes, page layouts, and picklist values that agents use. AW Computing needs two record types, one for each support process you created in the preceding step. Enable both record types for all profiles so that any support agent can create a case for either record type.

How do you create a record type on a case object?

Create a Case Record TypeFrom Setup, open Object Manager.In the Quick Find box, enter Case , and then select Case.Click Record Types, and then click New.In the Existing Record Type list, to copy all available picklist values, select Master. ... Enter a record type label that's unique within the object.More items...

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.

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 is record types in Salesforce with example?

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.

How do I create a multiple record type in Salesforce?

From the Setup screen, click Customize -> Accounts -> Record Types.Click New.Select Master from the Existing Record Type drop-down list to copy all available picklist values.Create a Record Type Label named Corporate Account along with an optional Description if desired.More items...•

Why do we create 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.

How do I find record types in Salesforce?

Click the gear icon.Click Setup.Click Object Manager.Select the object of your choosing.Click Record Types.Click the Record Type name and inspect the URL to get the ID.

What is the difference between page layout and record types?

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.

Follow Along with Trail Together

Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.

Introduction

Record types determine the business processes, page layouts, and picklist values that agents use. AW Computing needs two record types, one for each support process you created in the preceding step. Enable both record types for all profiles so that any support agent can create a case for either record type.

Create a Product Support Record Type

First, create record type using the product support process and the correct picklist values for the Type field.

Create an Inquiry Record Type

Next, create a record type using the inquiry support process and the correct picklist values for the Type field.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Create Profiles

Before diving in to creating record types, however, there’s a bit of prework to do. The recruiting team needs a couple of profiles to assign to users, depending on whether they do technical or nontechnical recruiting. Let’s set those up.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Create a Page Layout for Readers

Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.

Add Actions and Fields

Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.

Create Custom Fields

Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.

Create a Page Layout for Authors

The Procedure - Author and Procedure - Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure - Author page layout from the existing Procedure - Reader layout.

Create and Assign a Record Type for Procedures

Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure - Reader page layout. Agents see the Procedure - Author page layout.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

How to display seminar lead source?

You can choose to display the Seminar contact lead source for the consulting division only. Step 1: Manage master picklists. Define a list of contact Lead Source picklist values that contains all of the values used by both the Hardware and Consulting divisions, including Seminar. Step 2: Create record types.

How to apply a single page layout to all profiles?

To apply a single page layout for all profiles, select Apply one layout to all profiles and choose the page layout from the drop-down list. To apply different page layouts based on user profiles, select Apply a different layout for each profile and choose a page layout for each profile.

Custom Metadata Types in Action

Acme Services offers different levels of support for accounts based on how much the account spends. Higher-level tiers are eligible for an extended warranty and extra discounts. As the Salesforce admin, you create an app configuration that defines which tiers are available.

Create Custom Metadata Types

This unit includes steps for creating a custom metadata type named Support Tier. Don’t skip this exercise because you need this Support Tier later in this module.

Add Custom Fields

We want our custom metadata type to associate each support tier with a minimum spending amount. We also want to include a default discount. Let’s create two custom fields. Adding a custom field to a custom metadata type is just like adding a custom field to a standard or custom object.

Create Records

You can create custom metadata type records from the current custom metadata type page.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

What is metadata in Salesforce?

What is metadata? Metadata is data that describes other data. For example, in a Salesforce org, there is a standard object called Account. When you add a record with a customer’s contact information to an Account, you are adding metadata and data. Field names, such as first name and last name are metadata.

Why is metadata important in Salesforce?

Using metadata is pretty handy because it can be imported into Salesforce, modified in the interface, and manipulated using the Metadata API. Instead of storing hard-coded data, custom metadata types let you configure apps by building reusable functionality that determines the behavior based on metadata.

What is custom metadata type?

So, what is a custom metadata type? A custom metadata type is an object that is used to define the structure for application metadata. The fields of custom metadata types, and the values in the fields, consist only of metadata. The records of custom metadata types are also metadata, not data. Using metadata is pretty handy because it can be ...

Why use custom metadata?

They can make your application lifecycle management and compliance easier, faster, and more robust . In the next unit, you create your own custom metadata type.

Can SOQL be used to create metadata?

Developer Support. Developers can use SOQL to read custom metadata types. To create or update metadata records, they can use the Metadata API. Apex code can create, read, and update (but not delete) custom metadata records.

Can you deploy custom metadata?

You can deploy custom metadata types from a sandbox with change sets or packaged in managed packages. Unlike custom metadata types, when you deploy apps with custom objects and custom settings, the metadata for those objects (the header) gets deployed, but the records (definitions) are left behind.