how to have section records in salesforce

Setup->Customize->Case->Record Type Click on New button and fill all mandatory fields and select profiles. Create a support process before creating record type

Full Answer

What are 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.

What is a contact record in Salesforce?

We trust that you know what it means outside of Salesforce, but within Salesforce, it can refer to either the individual record for a contact or the contact object designed for storing all those records. We try to be clear when we’re referring to the object called “contact,” individual records, or when we’re using the term more generally.

How do I stop following a record in Salesforce?

To stop following a record on the record page, mouse over the Following label. In Salesforce Classic, click . In Lightning Experience, what you see depends on whether streams are enabled. If streams are enabled, click Following and deselect What I Follow. If streams aren’t enabled, when you mouse over Following, you see Unfollow. Click Unfollow.

How do I create a new record type in Salesforce Lightning?

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. Page layouts control the layout and organization of buttons, fields, Visualforce, custom links, and related lists on object record pages.

How do you put a field section in a Lightning record page?

Go to the “Fruit”(Custom Object) record page and click on the “gear” icon then click on “Edit Page” button. After it, you see new features appear in the Lightning App Builder, A new Fields tab in the component palette contains a brand-new standard Lightning Component called "Field Section" & "Field" components.

What is section in Salesforce?

Sections – Use sections to break up the page and keep like fields grouped together. To add new sections to your Salesforce page layout, click “edit layout,” drag the section field onto the page, fill in the section properties, and then drag related fields into the new section.

How do I give access to records in Salesforce?

Use the Grant Access Using Hierarchies checkbox to disable access to records to users above the record owner in the hierarchy for custom objects. If you deselect this checkbox for a custom object, only the record owner and users granted access by the org-wide defaults receive access to the records.

How do I create records in Salesforce lightning?

Create a Record in Lightning ExperienceTo create records from any Salesforce page, select the item you want in the navigation menu, then click New in the list view.To create records from an existing record, click New for the item you want.

How do I change the layout of a record in Salesforce?

Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•

Can a profile have multiple page layouts Salesforce?

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. You can edit the page layout assignment by clicking 'Page Layout Assignment'.

Can a group own a record in Salesforce?

Is there a way to specify public group as owner of any record (Standard or Custom) in Salesforce? the answer is no.

How do you control access to records?

7:0915:53Salesforce Trailhead - Control Access to Records - Org Wide DefaultYouTubeStart of suggested clipEnd of suggested clipSo by default when you create a new object it's going to be public read and write meaning anybodyMoreSo by default when you create a new object it's going to be public read and write meaning anybody can see the object records.

How do I share individual records in Salesforce?

Click Sharing on the record you want to share. Click Add. From the drop-down list, select the type of group, user, role, or territory to add. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.

How do I create a custom 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.

How do I create a different 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 fields and records in Salesforce?

A field is one data point within an object (e.g. “First Name” on the lead object). A record is row of field data within an object (e.g. the lead “John Smith”). An object is comprised of its field definitions and records. A tab is used to expose an object and its data to the end user through the web interface.

What is record type 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 to create a new page layout in Lightning?

From Setup, click Object Manager and select Account. Click on Page Layouts, click New, Drag and drop components (fields, buttons) to the layout and save page layout.

Where is constituent data stored in Salesforce?

Constituent data can be stored more than one way in Salesforce, depending on your relationship to the person. Most constituent data is stored in a contact record but a less-developed relationship can be stored as a lead record. Contact: This word is tricky because it has a technical and a colloquial usage.

Why is Salesforce important?

Good thing you’re using Salesforce to help you input, organize, and access constituent data efficiently.

What is Salesforce collaboration?

A Salesforce collaboration tool that works like a private social media network just for your organization. It’s an easy way to collaborate internally on records and files with a colleague or in groups. Only staff who can view a record can see the related Chatter posts.

What is contact record?

Contact records contain personal information about every individual person that regularly interacts with your organization—clients, volunteers, staff, donors, board members, and anyone else. A contact record typically includes a person’s name, address, phone, email, and related information like past and potential donations.

What is constituent data?

When we talk about people data, there are a few terms and synonyms to know. Constituent: An individual person. A constituent can be a staff member, volunteer, client, or anyone else. We use the word “constituent” interchangeably with everyday language, like “people” and “person.”. Constituent data can be stored more than one way in Salesforce, ...

Introduction

Noah Larkin would like a few more things tweaked for his teams. He'd like you to set up some page layouts (next step of this project), but first you need to lay the groundwork by creating record types. Record types determine the business processes, page layouts, and picklist values users have access to.

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.

Follow Along with Trail Together

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

Group Data in Reports

One of the things that makes the Report Builder super easy to use is the ability to easily drag groupings to move them between rows and columns in reports. We use a matrix style report to display summaries from two or more levels of groupings in a grid.

Use Bucket Fields

Matrix reports are a useful way to view data, but what if you need to organize your groupings by categories? That’s where bucketing comes in. Bucketing lets you segment your report data on the fly by defining a set of categories, or “buckets,” to sort, group, or filter the records.

What is Salesforce?

Before diving into the benefits of Salesforce and Salesforce to Salesforce connections, let’s take a better look at what the Salesforce platform is all about. Looking at the history of Salesforce, the company was founded by Marc Benioff shortly after Netsuite was created.

Why Share Data from Salesforce to Salesforce?

There are a variety of reasons why Salesforce customers use Salesforce as either a data source or destination.

4 Steps to Transfer Data and Share Records in the Salesforce Platform

For starters, you’ll need to configure Salesforce to accept Salesforce to Salesforce (S2S) connections. To do so, follow these steps:

3 Best Practices for Sharing Salesforce to Salesforce Data

Setting up S2S data integrations is one issue—but how do you do so in the most efficient and effective manner? In this section, we’ll discuss 3 best practices you need to know about sharing Salesforce to Salesforce data.

Salesforce to Salesforce with Integrate.io

You have multiple options at hand for performing Salesforce to Salesforce integrations, including both third-party data integration software tools and Salesforce internal tools. In most cases, choosing a third-party data integration tool such as Integrate.io is simpler and more cost-effective than doing Salesforce integrations yourself.

How Integrate.io Can Help

Ultimately, Salesforce to Salesforce integrations can offer many benefits to organizations. However, setting up these configurations on your own can prove quite timely. Luckily, Integrate.io is here to help you with all of your Salesforce to Salesforce integration needs, helping you get everything set up in an efficient and cost-effective manner.