![specific page layout for record type lightning app builder specific page layout for record type lightning app builder](https://venturebeat.com/wp-content/uploads/2019/10/prodisplayxdr-e1571863899368.jpg)
For example, for creating account page layout using lightning You can create a new page layout for any object using object Manager. Use page layouts to customize the content of record pages for your users. They also help determine which fields are visible, read only, and required. Page layouts control the layout and organization of buttons, fields, Visualforce, custom links, and related lists on object record pages. Select Record Types, click New, and fill in the details.įor more details refer to Create Record Types Trailhead Page Layout in Salesforce.From Setup, click Object Manager and select Account.For example, for creating account record type is lightning You can create a new record type for any object using object Manager. Solution Processes – Create different solution processes that include some or all of the picklist values available for the Solution Status field.Lead Processes – Create different lead processes that include some or all of the picklist values available for the Lead Status field In your Salesforce org, click the App Launcher ( ), find and select Sales (or any other App that provides a record page where you can embed the Tableau.Support Processes – Create different support processes that include some or all of the picklist values available for the Case Status field.Sales Processes – Create different sales processes that include some or all of the picklist values available for the Opportunity Stage field.Restrict creation of certain type of record using profile and record type assignment.īusiness Process allows you to track separate sales, support, and lead lifecycles across different divisions, groups, or markets.Restrict field access on layouts based on record types and page layouts.Showing different picklist values based on the requirements.Displaying different page layouts for one object based on business requirements.Here is list of some important use case of using record types in salesforce: There can be different page layouts and picklist values based on record types. Salesforce Record types can be linked to user profiles.
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Record types in Salesforce helps you to configure different business processes, assign page layouts, and picklist values.
Specific page layout for record type lightning app builder professional#
You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each. Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. Record Types in Salesforce Record Types in Salesforce