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Harry Training DepartmentHarry Training Department 

how to decide record types?

Hi,

How to decide how many record types types should we have?
Anyone can explain with examples?
GovindarajGovindaraj
Hi Harry,

It depends on the type of records that object holds.

For ex,
Take Account object, If it holds 3 different set of records then, i will create below 3 record types,
1. Business Account
2. Charity
3. HouseHold

If Business Account, Charity and HouseHold need to capture different set of fields, then we can create 3 different 'Page Layouts' and map like below,
Business Account--> Business Page Layout
Charity --> Charity Page Layout
HouseHold --> HouseHold Page Layout

Thanks,
Govindaraj.S
Anisha Reddy 8Anisha Reddy 8
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