March 23, 2018

Tips for Using Salesforce Record Types

in: Business, Software Tagged: business, salesforce, Salesforce administration, Salesforce business processes, Salesforce record types, Salesforce setup

Many companies use Salesforce not only for sales-related CRM but also for managing disparate business processes. Salesforce record types can help administrators fine-tune their orgs and manage business processes for different users effectively. Sometimes, administrators go a little overboard with custom record types. Even after reading the documentation, it can help to see how other […]