What are Record Types? | Salesforce Who Sees What Ch. 9

Welcome to What Are Record Types, the ninth video in the Who Sees What series. • Who Sees What in Sales...
In this video, we’ll talk about how record types help you collect and manage data about an object. Users often need access to the same objects, but they work with different data. You want your records to be customized so that users see only the Salesforce business processes and fields relevant to them. This is where record types come in.
The videos in this series provide admins the basics on visibility and data access in Salesforce, so they can successfully set up their org.
0:00 Introduction
0:26 What are Record Types?
0:59 What are Business Processes?
1:10 What are Page Layouts?
1:20 What are Picklist Values?
1:39 Step 1: Create Picklist Values
1:59 Step 2: Create Processes
2:09 Step 3: Create Page Layouts
2:58 Step 4: Create and Assign Record Types
3:56 Final Step: Add Field to Page Layout
4:46 Things to Watch Out For
5:28 Learn More
#RecordTypes #SalesforceBusinessProcess
#Salesforce #SalesforceSupport #SalesforceHowTo
If you have questions, tap into the wisdom of our entire Trailblazer Community here: trailhead.salesforce.com/trai...
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[@fernupshaw357]

Thank you. Are there any training based upon using Salesforce/Riskonnect in the insurance industry from a purely operational perspective?

[@SalesforceSupport]

Thank you for your question. While there are many examples of Riskonnect solutions built on the Salesforce platform, Salesforce doesn't offer any Riskconnect-specific trainings. You'll want to contact Riskconnect to see if they offer trainings.

[@fernupshaw357]

Thank you for your reply.

[@juanalfredoblancasvelazque5553]

Thanks for your clearly explanation, it is very useful to understand Record Types concepts and how to use them on Salesforce Platform. ❤

[@whitecomet25]

Hi question, do you have the salesforce for student records?

[@SalesforceSupport]

There are some interesting solutions on the App Exchange!
sforce.co/44vmeOI