What must an administrator do when creating a record type. There's no impact unless the field is required.

What must an administrator do when creating a record type Instead, you must first create Sales/Lead/Support processes for these objects and then assign each process to an individual record type. Learn how to tailor Salesforce Knowledge layout for FAQs and How-Tos, streamline page layouts, and enhance record types to improve user access. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Choose 2 answers A. Study with Quizlet and memorize flashcards containing terms like You must create the business process before creating record types for each of the following objects, EXCEPT: A. Create three record types, each with 2 page layouts. 4 Make the page the default object record page for the UMS app for the sales profile. Each record The administrator at Ursa Major Solar has created a new record type for customer warranty cases. An administrator created a record trigger flow to update contacts. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases What feature should an administrator use to meet the requirement? (3 answers) a. This field is only for administrator use. Nov 11, 2021 · How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? 1. Enter information in the fields as described in Table 1. System D. Yes visibility of Record types is handeled by avaliability of Record types, which we can configure in the profile setting. To learn how to create record types in salesforce check this help Keeper Business and Enterprise customers can define totally custom Record Types for their specific needs. Jul 5, 2025 · Summary When creating a record type, the administrator must assign it to the appropriate profiles to ensure that the correct users have access to it. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. Create new record type Discover how to create and manage Salesforce Opportunity record types for nonprofits effectively, ensuring efficient tracking and reporting. Permission Set B. A. What are three considerations for this process? Choose 3 answers A. However, sales users are unable to select record type when creating new account records. Before changing record type assignments, clear the default record type usage option in user’s personal settings. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Choose 2 options A. An administrator needs to create a one-to-many relationship between two objects with limited access to child records. Change the default record type for that profile as desired and save (Complete from steps 1 through 5 for each profile listed in the error). Add the record type to the required path. Create an Account Validation Rule that prevents new Accounts with the Customer Record Type from being saved. C. Which two record types can be used for this transfer? Dec 8, 2020 · Then, you need to have a text Variable to store the default Record Type Id for the User. Support processes d. , Ursa Major Solar's administrator needs to create a custom field to track a specific Tier 2 support user on a case record. For more information, see Creating Links to Custom Records. For example, a user assigned to a Sep 8, 2025 · When you use record types in Salesforce correctly, you can improve data quality, reduce manual effort, streamline processes, and make it easier for end users to focus on their real work. Create Record Types Before creating record types, include all of the possible record type values in your master list of picklists. Users can set their default record type in Settings Although the Salesforce Administrator can set a default record type at profile level, if more than one record type is active, the default will simply be selected but the user will still see the record type selection screen. What data type should be used when creating this custom field? 1 of An Administrator needs to create a Sales Process for a new product. Which two functions should the administrator use when creating a validation rule?, Reoccurring : An administrator at Universal Containers needs an automated way to delete records based on field values. There's no impact unless the field is required. How should the administrator reference the values of the active record the flow is running on? How can the administrator meet this requirement? a. Record types and sales processes allow you to have different page layouts, fields, required fields, and picklist values for different types of opportunities. Remove the Customer Record Type as an Assigned Record Type in the users' Profiles and Permission Sets. The support group at universal container wants agents to capture different information for product support and inquiry cases. But this time the layout assigned to this profile must be Non Teaching Employee. Solutions, A business process can be associated with one or more record types and is made available to users based on their: A. Add the record type to the required user records D. The child record owner has Read/Write access to the parent record owner. Dashboard page D. Multi-select Picklist C. But i am unable to fetch the record the record type and then assign to the same You can save and resume as you go, but you must review all three areas of configuration to ensure you properly configure the record type. in 2nd Scenario : If user is creating Service_Type Sep 19, 2025 · 2. When creating a Prepare for the Salesforce Certified Administrator exam with real questions and answers. What are Record Types in Salesforce? Salesforce Record Types are a way to categorize and group different sets of records within the same object. An Opportunity Record Type will need to be A Create 2 Record Types Create 2 Page Layouts 3 Q Ursa Major Solar’s administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. To begin, click Create New, then select a record type from D. What you need to do is add the other 2 record types to this field. The administrator at universal containers will create a custom field to track a specific Tier 2 support user on a case record. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? A. What are two potential causes of this issue ? Choose 2 options . Learn more about them. inquiry will meet these requirements. Record page B. Create a Workflow Rule or Process to change the Record Type from Customer to Prospect. How can the administrator meet this requirement? a. Creating custom fields up front simplifies the record type creation process. Page layouts Page layouts control the layout and the organization of buttons, fields, links, etc. What should an administrator do to troubleshoot the issue? Study with Quizlet and memorize flashcards containing terms like An administrator at Ursa Major Solar is using sharing rules to grant record access to users. First, create record type using the product support process and the correct picklist values for the Type field. Indirect lookup Answer: A, An administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. See Standard comments and Conditions. , 3. To configure the other associations May 31, 2023 · Keeper’s Record Types feature provides users the ability to create records of various template types, grouped into categories, each containing a unique collection of field types and functionality within the record. Create three record types and three page layouts. Create two record types, each with 3 page layouts. Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. An administrator created two record types on the Account object: Internal Customers and External Customers. A and B, How does a custom lookup field impact record access? A. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Learn how to create and test specialized opportunity record types for nonprofit organizations to streamline sales and service processes. Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects Explain how to create, delete, and customize record types for custom and standard objects Given a scenario, determine the appropriate record types and business processes for custom and standard objects Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. They have decided to add a debug log to that user. Once that is done, in your VF controller you can query for the ID of said RT and apply it in code to the records created in the page. What must an administrator do when creating a record type? Assign the record type to the appropriate profiles Universal Containers (UC) has a Web -to -Case form on its Lightning Customer Community. Creating multiple records requires a specific type of variable (called a record collection variable), so we’ll talk about that when we learn about collection variables. *Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. Reduce the number of case status values to five. Return to the record type to deactivate or delete, and try again. What should the administrator do to meet this requirement? A. As the Salesforce Administrator, what could you recommend? Users can set their default record type in Settings. User page, An administrator is building a Lightning app and sees a message that a My Domain must be set up first. Study with Quizlet and memorize flashcards containing terms like Locale Controls the format of date, time, address, name and number fields. , The administrator at Ursa Major Solar has created a custom report type and built a report for the sales operations team. Add the record type to the required user records. This mapping is used by Health Cloud to create records. The name can be the same as the label. Edit the status choices directly on the record type. Locate the module that you want to add a record type and then Click New Record Type. Cross-object formula D. An Opportunity Record Type will need to be created and Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. B. Hierarchical relationship. b. May 30, 2024 · Conclusion It is important to note that page layouts and sales processes are fundamentals of creating record types. This type of field is a special lookup relationship available only on the User object, which enables using a lookup field to associate one user with another user record. C . An administrator at Cloud Kicks is building a flow that needs to search for records that meet certain conditions and store values from those records in variable for use later in the flow. Separate record types and Sales processes for the different types of opportunities. Which two assignments should the administrator use to display the new record type to users? Feb 23, 2016 · I would recommend that you make the Record Type unavailable to all profiles. Fields and field data exist in all record types even if the field does not appear in that record type's page layout. Set the field-level security for the record type. What should the administrator take into consideration? A. Create one record type and three page layout. c. Workflow B. While still viewing Case in the Object Manager, select Record Types. Open Microsoft Word, type the contract, and attach the contract to the volume contract record. Otherwise, you can move directly into creating a custom record type. There are three ways how you can create custom records, including from the management settings, Object Manager Cloudy Computing has multiple different record types for Opportunities. A custom profile called Sales has the External Customers record type assigned. A user tries to change the record type assigned to an existing record however they can't select a record type assigned to them. Set the field-level security for the record type C. 60. UC wants to separate Cases into the following product categories: Corrugated Paper, Plastic, Fiberboard, and Metal. Lookup filter. See Also: An administrator created a record trigger flow to update contacts. This guide is a great start for every administrator and can help you understand a step-by-step approach to Salesforce record types. 0 The Record Type's Page Layout Is assigned to Users through their Profile assignments. Fabrikam has multiple mailbox servers. B . Salesforce Administrators must know the basics of record types, which are essential features of every business. The stage field on the Opportunity object and the status field on both the Lead and Case objects do not use record types to directly control their available values. Create three sales processes. Case D. Formula B. Lead B. Data Management: Streamline data entry by providing appropriate options for different record types. Assign the record type to the appropriate profiles. Page layouts e Learn how to create custom record types for different user profiles, manage page layouts and picklist values for streamlined processes. Oct 10, 2022 · This loads the 'Record Type Settings' edit page for the profile and object we need to adjust. True If a Record Manager or Domain Manager is creating a problem case, they must remember to do all of the following EXCEPT: Enter a case number The DM window has three menus: Management, Documents, and Reports D. Create a New Record & Change Types When you create a new record you will have the option to choose a record “type”. Instruct Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. Some users complain about the Record Type selection screen when creating new Opportunities. What Do Salesforce Record Types Mean? Businesses can change an Mar 15, 2023 · Apex Test Class Error: There is more than one Individual record type for Account or Contact. Finally, you need to have a collection Variable, type of Object, where the Object is Record Type, to store the full list of Record Types available for the User. It allows access to Create a lookup relationship with profile permissions, A system administrator at Universal Containers created a new account record type. All you need to do is: Step 1: Go to Setup. Pass your Salesforce exam on the first try! Which two types of pages could an administrator build and customize using the Lightning App Builder? Choose 2 answers A. Note: Record types are available in the following editions: Professional, Enterprise, Performance, Unlimited, and Developer. A Support Process identifies which Case Statuses are part of that process, but new status values cannot be entered as part of the Support Process configuration. Open the profile in question and scroll down to the "Record Type Settings" section. Unless you are using an existing business process, you will need to create one. When creating a new record for an object that has multiple record types, how can I control which record type is selected by default? Is this something I was supposed to set when creating the record types? Can this be changed? For example, I have two Opportunity record types - Service and Products. Record types determine which page layouts and picklst values users have access to, so creating two different record types for product support vs. Oct 9, 2025 · Learn how Salesforce record types work, how to set them up, and how to sync them with HubSpot for clean data and scalable sales processes. Study with Quizlet and memorize flashcards containing terms like The administrator at Cloud Kicks is troubleshooting an issue one user is having with a flow. Permission sets b. Now on Screen, create field of type "Dropdown List" In choice setting, choose Dynamic Record choice In "Create a choice for each" field choose "RecordType" In condition section, choose "SObjectType" equals "your object name". In the Account Record Type field, enter the name of a valid person account record type that you want to use in this mapping. For example, you could create different record types for opportunities to differentiate between new business, upsell opportunities, and renewals. For example, you can create a this type of field to store a user's direct manager. For an overview of the format for the Other Associations page, see the “Record Types” chapter in the Accela Civic Platform Administrator Guide. How do you display the correct stages for each group?, 2. Following a similar process, let’s create another record type called Non Teaching Employee Record Type. An administrator needs to enable this app for Salesforce Mobile. Opportunity C. What do I need to change? An administrator needs to create a one-to-many relationship between two objects with limited access to child records. What is true regarding deleting fields? A Universal Containers (UC) Administrator has created a new Lightning record page for the Sales team to display a report chart embedded on the Account page. on object record pages. Create one record type with six Page Layouts. Call recording is a feature that a developer might create with Salesforce App Cloud. A system administrator at Universal Containers created a new account record type. Profile C. A contact record with the same name is associated with each account. When I remove the NOT, then I cannot change the record type as a system admin, so I added the NOT, but now I can always change the record type. Need help? Find more resources or connect with an expert. Assign Record Types to the System Admin Profile The tab settings and object permissions for the System Admin profile are customized when you install the Employee Concierge package. Here, select Feb 3, 2022 · With custom record types in Salesforce, you can configure various business processes, picklist values, and link them to user profiles. You can What type of field should the administrator add to the open house object to track number of visitors? A. Role B. How should the administrator reference the values of the active record the flow is running on? How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? A. Aug 20, 2024 · DNS record types have various roles in managing domain information, such as IP addresses and aliases. A Sales Process contains the Stages that an Opportunity follows through its sales cycle. The behavior for record creation depends on which record types are assigned and if you assign them via profiles or permission sets (or permission set groups). Assign the record type to the appropriate profiles B. Create and Configure Custom Record Types for Individuals and Groups in Financial Services Cloud If your users have individuals or groups that don’t fit the default record type, you can create and configure a custom record type. Study with Quizlet and memorize flashcards containing terms like Ursa Major Solar's administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. Record types Record types determine which page layouts and picklist values users have access to, so creating two different record types for product support vs. What is the appropriate data type to utilize when creating this custom field? Lookup relationship Ursa Major Solar's administrator needs to create a custom field to track a specific tier 2 support user on a case record. That will prevent the users from creating records with (or changing them to) that Record Type. Page layouts control the layout and the organization of buttons, fields, links, etc. In addition to Organization Wide, where else can you Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Which step should the Administrator take to make this page the default view of the UC app for the Sales team without impacting the Support team? Nov 11, 2021 · 3 Create an account record type and make the page the default object record page. In order to create new custom Record Types, the user must be in an Administrative role with the " Manage Record Types in Vault " permission activated as seen below in the Admin Console role permission interface. App page C. Make it available to System Administrator as before. Don’t use record types as an access control mechanism. What is the appropriate data type to utilize when creating this custom field? To create a new Record type Access the Record Type Administration portlet (Accessing Record Type Administration). In this vid The administrator at ABC Company has created two objects: Containers c and Purchase_c. This is because when creating fields after page layouts exist, you must update the existing page layouts with the relevant changes. What type of field should the administrator use? An administrator at Northern Trail Outfitters is creating new record types for a custom object. All Picklist values on the Page Layout must be added to the Master picklist Value List or be active values. As the Messaging administrator for Fabrikam, Holly Spencer wants to configure a message transport rule that can identify and act on messages that flow through the transport pipeline in Fabrikam's Exchange organization. Study with Quizlet and memorize flashcards containing terms like Reoccurring : An administrator at Northern Trail Outfitters is creating a validation rule. Emily, the Salesforce Administrator for United Technologies, no longer needs several fields on the Job Application custom object when the application process changed. 7. Sep 9, 2023 · To meet Universal Containers' requirement, the administrator should** create three record types, each with two page layouts**. Create New Custom Fields If new custom fields are needed to meet business requirements, now is the time to create them. Which two actions should the System Administrator take to allow these users to bypass choosing a Record Type? Nov 10, 2021 · What should the Administrator do to accomplish this goal? 1 Create six Record Types (Marketing Widget A, Marketing Widget B, Marketing Widget C, Sales Widget A, Sales Widget B, and Sales Widget C) with six total Page Layouts, one for each Record Type. Don’t name your record type Master because the name is reserved. What debug log category should be used? A. An analytics user at Cloud Kicks needs Read, Create, and Edit access for objects and should be restricted from deleting any records. Cloudy computing has multiple different record types for Opportunities. An Administrator needs to create a Sales Process for a new Sales Process. What should the administrator consider from the Users perspective' A. What automated solution should the Study with Quizlet and memorize flashcards containing terms like Which set of information can an administrator specify in the Company Information page?, Which two sets of parameters are configured using Locale settings?, Which two interface settings should be used to allow users, with all required profile permissions, to edit records in List Views? and more. Default local set at organization level but user local settings override. Role D. Users can view their default record type and edit You must have at least one mapping record using this label. To activate this permission, visit Roles > Select Role > Hover over gear icon Dec 9, 2024 · Create Record Types in Salesforce For every new object, you can create a new record type. Ursa Major Solar's administrator needs to create a custom field to track a specific Tier 2 support user on a case record. What are two potential causes of this issue? How should the administrator configure this requirement? A. Create a new page layout for the record type. After these two new record types are created, select the Page Layout Assignment option on the Record Types page to complete the final steps. Also, you can use this record type other associations portlet to create new codes or groups and assign them to the record type if you have permissions to do so. The record type must be unique Ask Question Asked 2 years, 8 months ago Modified 2 years, 8 months ago Create two variables in flow, name may be something like "SelectedRecordTypeName" and "SelectedRecordTypeId". To complete the setup for this profile, assign record types to the Case and Account objects. View Answer Add the Consulting record type to the profiles of all users in the consulting sales division. This issue is encountered when: A user tries to create a record but is unable to select a record type assigned to them. How should a System Administrator prevent users from selecting the Customer Record Type when they create new Account records? When creating records, you can create one record or many records at once, depending on how you configure the Create Records element. What is this type of field called?. A user can create records, attach receipts as photos, and submit for approval. Create and assign a permission set that includes Read, Create, and Edit access. To do this, click the Edit link in that field and a new screen Record types Correct. Which type of relationship between Containers_c and Purchase_c should satisfy the requirement? 4 of 65. A user can create list views, attach receipts as photos, and submit records for approval. Locate "Opportunity" in this section, and you should see the name of the record type that you can create and edit. Jul 29, 2024 · User Experience: Show relevant fields and information based on record types. At a minimum, you must complete the Record Type Alias, Group, Type, Sub-Type, and Category. Assign the record type to the appropriate profiles. Page layouts Correct. Create a new page layout for the record type by Alston at Jul 24, 2025, 01:17 PM Limited Time Offer Off See full list on salesforcefaqs. I want, Record type has to be visible, but if user is creating record from the tab and record type is "Author", then he wont be able to create the record. Before assigning a record type, understand the different types available in your Salesforce org. However, sales users are unable to select the new record type when creating new account records. Create a public group for the users and a custom parent case record with the record type; share this case by record owner. Which two types of record access can the administrator grant? Choose 2 options. However, if the desire is to use Case record types, then a Support Process must have been first created and associated with the record type. Using the salesforce Merge Feature, what steps should be taken to merge these accounts ? Study with Quizlet and memorize flashcards containing terms like Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Database, Users at AW Computing are receiving a duplicate message when they enter contacts with common first Dec 30, 2024 · A default record type is assigned to a profile, meaning that the default type for that profile is used when creating a new record unless an alternate type is specified. May 4, 2017 · The new record types need to be made available to your profile. Callout C. Set the field-level security for the record type. What data type should be used while creating this custom field? The record type assignment simply specifies that the user can use that record type when creating or editing a record. Create a public group for the users and use criteria-based sharing rules to share cases with the record type to that group. What should the administrator do to accomplish this goal? Feb 4, 2021 · The 'Individual' record type has been deactivated on the Account object The 'Individual' record type has been deactivated on the Contact object To resolve the above issues you need to reactivate the record types and consider removing access to the record types at the profile (or permission set) level. Ursa Major Solar's administrator created a new account record type , but when marketing users are creating new account records , they are unable to choose the new record type . This configuration will differentiate the fields displayed to users within separate lines of business and accommodate for both the sales and service teams. Step by Step Process to Create Record Types I hope now you know what the record type is in salesforce. The administrator should create a formula field to calculate the total sum of all five fields. Introduction Understanding and utilizing “record types in Salesforce” is crucial for creating user interfaces that meet your needs and maximizing your company’s data management capabilities. The Customer record type is only for Accounts that have a Closed Won Opportunity. Default Record Types: A user’s default record type is specified in the user’s profile. When I click New, Service is selected by default. D . May 29, 2025 · If the environment has a security group defined, user must be part of the respective security group, unless the user is a Tenant or Power Platform Administrator. Can't see means, the record type wont be visible for the Profile. In this piece, record types, their value, and useful ways to use them to make your Salesforce setup better are all thoroughly discussed. Review which status choices &re needed for each record type and create support processes for each that is necessary. com General If each profile is associated with a single record type, users will never be prompted to select a record type when creating records. What are two potential causes of this issue? Choose 2 options. Additional administrator configurations that you can apply to record types include Standard comments and conditions. What will the administrator find when troubleshooting this issue? Before creating your record types in Appian, spend time planning to better understand your data model and how users will interact with that data. What must an administrator do when creating a record type? A. For Individual Record Type Name, enter a name for the record type. When defined as a manager, employees are automatically granted Nov 11, 2021 · An Administrator at Ursa Major Solar is converting a lead and needs to capture custom lead data on the converted contact. Users are complaining that it is tedious having to select a record type each time they create an Opportunity. What is the appropriate data type to utilize when creating this custom field? A. The administrator at Cloud Kicks writes an assignment rule to send all cases created via email or the web to the Automated Cases Queue Any manually created cases should be owned by the agent creating them, however, the manually created cases now show the administrator as the owner. D. Record Types c. 0 All Picklist values on thè Page Layout must be added to thè Master picklist Value List or be active values. OWD D. Learn how to effectively manage and customize person accounts in B2C settings with our detailed guide on record handling and customization. Profile assignment governs create and edit access for an object but doesn’t govern read access. Create six record types, each with 1 page layout. The record type default setting The administrator at Universal Containers will create a custom field to track a specific Tier 2 support user on a case record. Open the account and click the Merge button at the top of the page. Roll-up Summary. License Type E Study with Quizlet and memorize flashcards containing terms like As an Administrator for your company, you have two different Sales Groups that need to use different Stages on Opportunities. Ursa Major Solars administrator created a new account record type, but when marketing users are creating new account records, they are unable to choose the new record type. What must an administrator do when creating a record type? A . They allow you to customize how different groups of records are displayed, managed, and used. The administrator at Ursa Major Solar has Created a new record type for customer warranty cases which two assignments should the administrator use to display the new record type to users? I have a vf page and its extensions,I am trying to save the multiple lists of a object against a particular recordtype. The master picklist is a complete list of picklist values that can be used in any record type. May 31, 2023 · From keeping a clean org to identifying business needs, we explore Salesforce custom objects and record types, including which to use when! However, some users are still able to create a new account record without completing the Industry Field. This is a fundamental step in making the record type usable within the organization. Study with Quizlet and memorize flashcards containing terms like Where should a system administrator assign a default record type for a user? A. What type of field should the administrator use? Universal Containers has three Account record types: Prospect, Customer, and Vendor. Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. Links – Create links that take you to the list of record entries for this custom record type and select where to place the links. Nov 11, 2021 · Ursa Major Solar needs to transfer records from one user to another user during a mass transfer of account records. There are no Record Types for Account at this time. Managers – Define specific employees as managers of the current record type, which enables the employee to modify the custom record type. See second screenshot for an example. Step 4: Set personal options for record types Allow users of both the hardware and consulting sales divisions to bypass the prompt that asks them to select a record type when creating a new contact. Management has requested that all container records display on purchase records in Salesforce. We have an expert-written solution to this problem! Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. What must Holly do to make this new rule accessible to all of Fabrikam's mailbox servers? An administrator notices that there are two account records in the system with the same name. , What should a system administrator consider before importing a set of records into Salesforce?, Which of the following can be used to create a back up of data from Salesforce? and more. The record type is disassociated from the page layout. Remove Record Types from the users' Sales Process. Set Record Type Preferences Set an option to automatically insert your default record type when you create records. A) Read/Write B) Read/Write/Delete C) Read Only D) Read/Write/Transfer, An administrator at Ursa Major Solar (UMS) needs to create a new user. Create three record types and one page layout. The administrator for Cloud Kicks needs to give access to a new custom object with custom fields to more than one user. If you use this setting, you’re no longer prompted to select a particular record type. Create one sales process. Campaign E. This guide will explore the world of Salesforce Record Types, including when and how to use them effectively. The Record Type's Page Layout is assigned to Users through their Profile assignments. 10 Universal Containers has a complex sales process with multiple record types, each shared with all Profiles. mejyeju lwidri bll snphtol adeu jluvh dboxlq yqhpc pimv hkf fmaylfw xvkoelnu aqie kgcb zqru