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Jackson Dias
admin question on record type and page layout
How can I understand the concept of record types and page layouts in simple real time example.?
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Please refer below link which has the good explanation for record types and page layouts by one of the Salesforce MVP.
http://www.adminhero.com/hands-on-with-page-layouts-and-record-types/
https://www.shellblack.com/whiteboard/salesforce-record-types-and-page-layouts/
Hope this helps you!
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Thanks and Regards
Sandhya
I can give you an example with a Client I currently work with.
Client X has 4 different departments: Sales, Service, Field Service, and Parts
Each of the departments create opportunities but they are different types of opportunities ie Part, sales, service, and field service. They use 4 different record types on the Opportunity object to keep track of each department.
With that same scenario, each department requests different fields for their opportunity and that is why there are 4 different opportunity layouts. You can customize each layout to fit the requirements and "layout" of each department.
Please let me know if this helps you! If not I am more than happy to help you more.
Thank you!
Salesforce does not natively offer this kind of functionality. You cannot make a text field a dependent field to a picklist, like you can a picklist to a picklist. Essentially, you need the page to rerender when Inactive is selected, to gray out or remove the Description field. This may be possible with code, but I am not a developer and can't help you with that.