Record Types Flashcards

1
Q

3 elements Record Types allow you to Contol?

A

Business processes
Picklist values
Page layouts based on Profiles for different Users

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Important Notes

A
  • Different Page layouts cannot be assigned to different Profiles
    For this only we use RECORD TYPES
    1 Record Type can connect multiple Pages Layouts to different Profiles
  • If required Profile is not added during Record Type creation, then Admin will have to go to Profile and add under Record Types
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Reasons why Pick List might be not visible on Page Layout

A
  • Not activated
  • Not added into the Lead or Sales Process
How well did you know this?
1
Not at all
2
3
4
5
Perfectly