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Cloud Mavens Help on Contact and Account Record type.
Hi,
Scenario is divide the standard contact and standard account object, such that I can split the data while saving.
I have created two record type, Membership_Contact for Contact object and Membership_Account for Account object.
I need to know what is Master Record and Record Type which is required while saving the record.
Also how can I come to know different record type after saving the data?
Thanks.
Scenario is divide the standard contact and standard account object, such that I can split the data while saving.
I have created two record type, Membership_Contact for Contact object and Membership_Account for Account object.
I need to know what is Master Record and Record Type which is required while saving the record.
Also how can I come to know different record type after saving the data?
Thanks.
When a Record type is created for an Object. Standard field named RecordType will be automatically created. you can find that in the Page Layout of the Object.
Let us know if it helps you.
Regards,
Onesh.K
Just make sure that you include the Field "Contact/Account Record Type" on the page layout(s),
Also make sure that you Assign Page Layouts from a Customize Page Layout or Record Type Page
https://help.salesforce.com/htviewhelpdoc?err=1&id=layouts_assigning.htm&siteLang=en_US
Cheers!