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Demi Dev Multiple record types for a single record
We currently dont use record type in our environment and all data is collected on page view.
We like to move forward using record type but want to be sure how the data should be parsed out. Do we need to separate the data (so if we have 2 record types Staff and Student, and we have a contact that is a staff and a student, then there will be a Staff record and a Student record for the same contact).
Or can we have 2 record types applied to the same record?
We like to move forward using record type but want to be sure how the data should be parsed out. Do we need to separate the data (so if we have 2 record types Staff and Student, and we have a contact that is a staff and a student, then there will be a Staff record and a Student record for the same contact).
Or can we have 2 record types applied to the same record?
Hi Demi,
Yes You can have multiple record type applied to the same Object but not to same record.
Let me explain you the concept of record type.
So on the contact object you have to create two record type. one as Staff and another as Student.
Also create two different page layout, one is staff pagelayout and another is student pagealout.
Assing the pagelayout i.e., staff record type should have Staff pagalyout and Student will have student pagelayout.
Create Contact.
When you click the new button to create contact, one modal box will pop up which will ask, for which kind of contact you wanna create. First option will be Staff and the Second will Student.
Choose Staff and then create the Record. It will create the contact record as Staff. Follow same for Student.
How to create the page layout and Record type, follow this article :-
https://trailhead.salesforce.com/en/content/learn/projects/customize-a-salesforce-object/create-record-types
https://www.sfdcpoint.com/salesforce/record-types-in-salesforce/#:~:text=Record%20types%20in%20Salesforce%20allow,different%20picklist%20values%20for%20each.
Hope this helps,
Kindly mark it as the best answer so that it can helps others as well.
Regards,
Priya Ranjan
All Answers
You can use 2 record types with 2 different pagelayouts and you can hide fields as per your requirement.
https://trailhead.salesforce.com/en/content/learn/projects/customize-a-salesforce-object/create-record-types
Please mark as Best Answer if above information was helpful.
Thanks,
Hi Demi,
Yes You can have multiple record type applied to the same Object but not to same record.
Let me explain you the concept of record type.
So on the contact object you have to create two record type. one as Staff and another as Student.
Also create two different page layout, one is staff pagelayout and another is student pagealout.
Assing the pagelayout i.e., staff record type should have Staff pagalyout and Student will have student pagelayout.
Create Contact.
When you click the new button to create contact, one modal box will pop up which will ask, for which kind of contact you wanna create. First option will be Staff and the Second will Student.
Choose Staff and then create the Record. It will create the contact record as Staff. Follow same for Student.
How to create the page layout and Record type, follow this article :-
https://trailhead.salesforce.com/en/content/learn/projects/customize-a-salesforce-object/create-record-types
https://www.sfdcpoint.com/salesforce/record-types-in-salesforce/#:~:text=Record%20types%20in%20Salesforce%20allow,different%20picklist%20values%20for%20each.
Hope this helps,
Kindly mark it as the best answer so that it can helps others as well.
Regards,
Priya Ranjan