06 - Record Types & Business Processes (FAQ (04 (Q (Do users always…
06 - Record Types & Business Processes
Creating A Business Process
Setup > Customize > Name of object > Name of process
You must define your required business process before creating record types for OPPS, Cases, Solutions or Leads. You can then select a process when you create the RT.
01 - Update master picklist
02 - Create BP
03 - Create RT
Select values from mater list
Ensure master has all required values
Allow you to offer users different page layouts & picklists values for different business scenarios, based on their profiles. Each object has a master record type, but you can create new ones.
Setup > customize >
Name of object
> record types
01 - Preperation
02 - Create record type: step 1
03 - Create record type: step 2
Select page layout for each profile
04 - Edit picklists
Select picklist values
Name, Description, Enable for profiles
a1. Create page layout(s)
a2. Ensure picklist values are complete
What record type is used for records created through web-to-case or web-to-lead?
Cases use default record type of default case owner
Leads use default record type of the default lead owner
What happens when an Administrator adds new values to a picklist for an object with multiple record types?
The Administrator is prompted to select which record type(s) should include the new value.
How can a user identify the record type of a record?
Administrators can add the record type to field page layouts.
Do users always have to select a record type when creating new records?
No. Users can choose to always use an object's default record type as set on their profile.
Name > My settings > display & layout > set default record type
RTs with BP
Opps, Cases, Solutions & leads each have a special picklist field or BP that lets you track these records through their life cycles. You can create new versions to use in RTs to reflect different business scenarios.
You must create at least one BP before you can create a RT for these objects.
BP = Business Process
RT = Record Type