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Rajat Modi 7 When is it appropriate to use Record Types instead of Page Layout ?
Do we use Record Types only when we need to populate different picklist values for different profiles ? If we can use Record Types for different page layouts as well then why do we have Page Layout functionality seperately in Salesforce ?
Page Layout
The organization of fields, custom links, and related lists on an object detail or edit page.
Used to organize UI pages for your users:
– Which fields, related lists, and Custom links a user’s sees.
– Field properties – visible, read-only and required.
– Page section customizations.
NOTE: Establish unique layouts for different business scenarios.
Record Types:
Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile.
They are used to drive which page layouts users see when viewing records, based on their user profile.
Benefits of record types:
Tailors user interaction experience to specific business needs.
Allows for easier administration as there are fewer fields to maintain.
Please go through the below links:
http://salesforce.stackexchange.com/questions/38666/when-is-it-appropriate-to-use-record-types
http://www.salesforcetutorial.com/page-layouts-and-record-types-in-salesforce/
http://www.adminhero.com/hands-on-with-page-layouts-and-record-types/
https://www.youtube.com/watch?v=JUFq1do07fA
http://www.arkusinc.com/archive/2013/deep-diving-into-salesforce-record-types
https://www.shellblack.com/whiteboard/salesforce-record-types-and-page-layouts/
https://webevents.force.com/s/features-record-types.html
Please do let me know if it helps you.
Regards,
Mahesh
Allows you to define different sets of picklist values for both standard and custom picklists, Record Types help you implement your custom business processes
Why use Record Types?
To segment picklist values specific to business needs
Examples: segment by division, product line, or region
Easier administration – fewer fields to maintain
Business Process
What is a Business Process?
•Allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets
Available Business Processes:
--> Sales Processes - Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field
--> Support Processes - Create different support processes that include some or all of the picklist values available for the Case Status field
--> Lead Processes - Create different lead processes that include some or all of the picklist values available for the Lead Status field
--> Solution Processes - Create different solution processes that include some or all of the picklist values available for the Solution Status field
Please check below post.
1) http://www.salesforcetutorial.com/page-layouts-and-record-types-in-salesforce/
Page Layout:
– How detail and edit pages are organized
– Page section customizations
– Which fields, related lists, and Custom Links a users sees
– Field properties – visible, read-only and required
Record Types:
– Allows you to define different sets of picklist values for both standard and custom picklists
– Record Types help you implement your custom business processes
--To assign the different Page layouts to different users based on their profiles.
--To enable different sets of Standard/Custom Picklist values for two different users using the same page layout.
Let us know if this will help you
Thanks
Amit Chaudhary