Salesforce record types Tag

sorting and organizing 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 admins utilize Salesforce record types. Here are some tips to help get you started.