Use What You Pay For – Episode 2: Record Types

Carolyn Adams

Carolyn Adams
Salesforce Consultant


About This Webinar

With all the bells and whistles you get out-of-the box with Salesforce, it’s easy to miss some of the hidden gems that also come standard but aren’t automatically enabled or need a little attention to get up and running. Make sure you are getting the most out of your investment in Salesforce by leveraging these awesome features.

RECORD TYPES allow you to offer different business processes, picklist values, and page layouts per record, based on criteria in the record, and can be applied to all objects (standard or custom). Record types help you design your Salesforce instance so it fits your custom business processes perfectly.

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