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Ankita Gupta 65 Record type, Business Process, Page Layout
Hi All,
Can anyone explain me with examples or share some resources where the difference between Record Types, Business Process and Page Layouts is clear. I did not get any resource related to Buiness Process and Record Type on Trailhead.
Can anyone explain me with examples or share some resources where the difference between Record Types, Business Process and Page Layouts is clear. I did not get any resource related to Buiness Process and Record Type on Trailhead.
Page Layouts define what fields are visible. Record types are associated with a Page Layout, and User Profiles are assigned Record Types. Business Processes specify which "stages" are active in the biz process.
The thinking is that you might have different biz processes for different types of activity, which can affect what fields are visible.
For more information on business process please check with below link:
- https://success.salesforce.com/answers?id=90630000000hO66AAE
Please let us know if you need any additional information.Thanks,
Nagendra.
Allows you to define different sets of picklist values for both standard and custom picklists
Record Types help you implement your custom business processes
Why use Record Types?
To segment picklist values specific to business needs
Examples: segment by division, product line, or region
Easier administration – fewer fields to maintain
Business Process
What is a Business Process?
•Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets
Available Business Processes:
--> Sales Processes - Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
--> Support Processes - Create different support processes that include some or all of the picklist values available for the Case Status field
--> Lead Processes - Create different lead processes that include some or all of the picklist values available for the Lead Status field
--> Solution Processes - Create different solution processes that include some or all of the picklist values available for the Solution Status field
Business Process Examples
Lead Processes:
--Cold Call
--3rd Party telesales companies
--Leads generated via campaigns
--Leads generated via a registration form
Opportunities Sales Processes:
--Miller Heiman/ Solution Selling Methodology
--Inside Sales vs. Outside Sales
--New business vs. Existing Business (Up selling)
Case Processes:
--Customer Inquiries
--Internal Requests
--Billing inquiries
Solutions Processes:
--Internal vs. Public Knowledge Base
Please let us know if this will help you
Using page layout we can customize what fields, sections and related lists shoud display on UI and also you can make fields mandatory and set tab key order as well.
Record Type :
Using this we can provide specific fields and pick list values based on type of user/business case.
Business Process :
This is applicable only for Lead, case, solution and opportuniy objects in salesforce because
Ex : Lead status on UI is a picklist but internally it is a object which we can not cutomize specific fields for lead status picklist using Record type.
Hence for object type picklist like leadstatus we need to create Business process to configure diferent picklist values and assign this while creating record type and assign this record type to pagelayout. Thanks.