If you want to get the most out of this CRM, you need to take advantage of one particular feature: how to create record types in Salesforce.
Above all else, CRM software is still a type of database, be it one with a specialized interface. You can get away with using Salesforce’s normal default record types, but if you really want to get the most out of CRM, you will want to make your own, personal record types, in order to better organize and sort your data.
Today, we’ll learn how to create record types in Salesforce. This is very easy, but there are a couple caveats to bear in mind. First of all, this is only available in the enterprise, unlimited and developer editions, (so you will want to be sure your edition is one of these). Also, you’ll need the permission in the “customize application” field. If you do not have this permission, consult your administrator to address this issue before attempting to create records.
Discover How to Create Record Types in Salesforce
First, go to “setup” and click “Customize”. Now, if you want to make a personal account record, Go to Accounts->Person Accounts.
If you want to create a campaign record type, click Campaigns->Campaign Members. Now, click “Record Types”, and then click “New”. You will want to then choose “Master” from the “Existing Record Type” drop down, in order to get all available values you wish to include, or to clone an existing one.
Next, define the “Record Type” label that’s unique for the object. Provide a “Record Type Name” for it as well. This refers to the component within the API or other systematic or procedural labels. Make sure the name makes sense, for your sake and for the sake of developers working with you!
If you’re creating a record related to opportunities, cases, leads or solutions, then select a business type to associate with it. Enter a comprehensive but short description of the component. Make sure to select “Active” to ensure the record type is active and available for use.
Select “Enable for Profile” next to any profiles you wish to enable it for.
If you want it to be the default record type for that profile, select “Make Default” as well.
Click “Next”. Choose the page layout you wish to be the display template for these record types. You can apply one to all of them, or select different layouts per profile.
Finally, click “Save” to save your record type. If you wish to create more records, click “Save and New” instead of starting from scratch, his will allow you to continue to make more.
Like most things in Salesforce, it’s not remotely difficult if you take it one step at a time and don’t rush. Just remember to be careful with your naming assignments and descriptions. Congratulations, with almost no complexity or difficulty, you have successfully learned how to create record types in Salesforce.