What are Record Types in Salesforce? | How to use Record Types in Salesforce?

Рет қаралды 70,025

3 жыл бұрын

In this video, Shrey is not only teaching but also demonstrating to you "What are Record Types in Salesforce".
You will be learning:
How to create Record Types in Salesforce?
How to use Record Types in Salesforce?
What are the benefits of Record Types?
What is the difference between Record Types and Page Layouts in Salesforce?
We hope you enjoy the video and take another step forward in your journey with Salesforce. This video is from the Salesforce Administrator & App Builder course which is designed and curated by Shrey Sharma, one of the top best Salesforce Trainer in the world.
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Reach us out here: cyntexa.com
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Shrey is a Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey has been an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his KZfaq channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvellous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
#salesforce
#learnsalesforce
#salesforcehulk
#recordtypes

Пікірлер: 51

@chaitrap6748 2 жыл бұрын

Great and genuine dedication and effort you are putting to make us understand the topic in depth. Thanks a lot lot for ur service.

@karthikj7583 3 жыл бұрын

Hey bro you are life saviour, I am working in a start up company where everything i hv to learn on my own but your videos helped me lot. Thank you bro for doing this great job.

@MrSayandeep 3 жыл бұрын

@Steven Kaden no one gives a damnn.so dont spam

@dhruthiaddagatla2959 11 ай бұрын

The passion !!!, extremely amazingg videos , cant believe getting them for free. Grateful to have found you .

@SalesforceHulk 11 ай бұрын

Glad you like them!

@grvmavi Жыл бұрын

Thank You .Single Profile can have access to only one profile . Using Record Type, Single profile can have access to multi Page Layout. different page layout for different profile on same record type. record types only control creation of record. even if profile has not got access for a record type , users of that profile will be able to see/edit records created using that record type.

@balajichandu6402 2 жыл бұрын

Excellent explanation... This session cleared me all the doubts i have on this topic.

@SalesforceHulk 2 жыл бұрын

Glad to hear that

@bongisampahleni1259 2 жыл бұрын

Deem you can explain, you always clear my doubts on particular topics

@houston471 3 жыл бұрын

Thanks for the video!

@anondongwhite4337 9 ай бұрын

I just want to say thank you so much for your videos. I am new to salesforce and having difficulties in understanding the course , but your videos really helps me

@SalesforceHulk 9 ай бұрын

Thanks a lot for the kind words, Glad to hear our content helped you .

@senupranesh 10 ай бұрын

The best video of Salesforce in KZfaq. Hats off ❤

@SalesforceHulk 10 ай бұрын

Glad it was helpful !

@chaitrap6748 2 жыл бұрын

Excellent 👏 👏 🙏 bro

@nikhiltv5928 Жыл бұрын

Good Explanation. No one can explain better than this

@SalesforceHulk Жыл бұрын

Glad you liked it

@nathanielmartin6631 2 жыл бұрын

This video slaps. 😎

@dhanunjaychetput8650 2 жыл бұрын

While creating user profile i didnt find Training Manager profile , under user licence. someone pls suggest

@yogeshkalal7779 Жыл бұрын

Hi Shrey, After giving access of custom object modification for profile, I'm not able to create the record of student. Create option is not available, I have also checked assignment for the profile. Could you pls help me??

@niteshbhoyar9069 2 жыл бұрын

hey shrey I am not able to download the assignment. pls help ' and Great learning with you..

@dhruthiaddagatla2959 11 ай бұрын

When I login as Akash sharma, Im able to see the objects from object manager, but the institute app is not visible under the apps section. Please help.

@beautyhealthandwellness5244 2 жыл бұрын

Hello sir,can i get your assignments as I m learning through your videos?

@TBSI26 8 ай бұрын

dout> now their is no option for new record type from user section ??

@smmgiants31 2 жыл бұрын

How can we delete a record type? its not allowing me to delete or inactive.

@dimplesaini6949 4 ай бұрын

After access the student object to the training manager I'm not able to see the student tab over there not even in the app launcher what should I do ??? Someone send me help please

@SalesforceHulk 3 ай бұрын

You might not give any object level access to him or tab might set to hidden.

@PriyankaKumari-vm2ye 3 жыл бұрын

Can you please tell me how to undelete a custom object in Lightning.

@pavandkbose 3 жыл бұрын

go to recycle bin in salesforce classic

@lovelinux308 2 жыл бұрын

@@pavandkbose recycle bin now available in lightning ,Steps go to app launcher then select view all and search "recycle bin" , NOTE: After 15 days, data is permanently deleted from the Recycle Bin. if i am wrong please correct me,, thank you .

@pavandkbose 2 жыл бұрын

@@lovelinux308 you are absolutly right!!!

@lovelinux308 2 жыл бұрын

@@pavandkbose thanks Pawan Kumar : D

@megheshshenoy 2 жыл бұрын

This can only be done in Salesforce Classic.Just go to object management Settings for custom objects and click on deleted objects, you will get a list of those then just undelete which ever objects you wanted.

@venkata.dineshkumar 2 жыл бұрын

how to change default record type to particular record type?

@megheshshenoy 2 жыл бұрын

You need to go to each a profile and change the default record type for the object.

@gopinathvs5169 Жыл бұрын

So only the creation of a data is controlled by recordType

@SalesforceHulk Жыл бұрын

Yes, and it also allows user to see multiple page layouts

@saketshukla4856 2 жыл бұрын

Shrey why edit the assignment section we needed that for practicing and better and please don't edit solution section for your assignment or please needed that assignment please share if you can BTW great learning with you wanted say thanks for this course

@SalesforceHulk 2 жыл бұрын

Hey Saket, You will find it on shreysharma.com please check it out

@prithvichetty15 2 жыл бұрын

I have mailed you regarding to please send me solution for Data Modeling assignment can you please respond waiting for your reply

@niteshbhoyar9069 2 жыл бұрын

how did you get data modelling assignment I am not able to get it the link is not working can you pls send me those assignments

@shivanichauhan5405 3 жыл бұрын

1:12:31 am not getting the edit option to edit the profile. how can I give permission to access the object? Can you please help me !!

@prithvichetty15 2 жыл бұрын

I am facing the same problem have any found the solution please let me know.

@megheshshenoy 2 жыл бұрын

You may not have admin access to edit the profile. By default only admins can edit and assign reassign profiles to users

@shashikumar-rw1zc Жыл бұрын

When a profile who has not gotten the access to create new records able to see records created by profiles who have acess.then in experience record type system administrator and training manager both have access but page layouts assigned to them are different. If front desk executive opens the record created by system administrator of experience record type he will see the same page layout which is assigned to system administrator bcoz in experience record type front desk executive also assigned to same page layout. But if front desk executive opens the record created by training manager which page layout he will see . Bcoz the record created by training manager means the page layout assigned is experienced record type (all required) but front desk executive assigned with not all required page layout . So when front desk executive opens the record created by training manager which page layout he will see

@SalesforceHulk Жыл бұрын

Record type only controls UI. If we want restrictions then can only achieve through sharing rules Record created from one record type will be accessible to other users if not restricted

@shashikumar-rw1zc Жыл бұрын

@@SalesforceHulk thanks