Admin: Salesforce Data Management & Control

Various elements facilitate data management and control in Salesforce, enabling you to organize, access, and maintain data efficiently while ensuring accuracy and compliance.

• Record Type: A Salesforce tool that lets businesses capture details and organize different processes and page layouts, all within the same Object. In addition, you can use it for data control and segregation.
  • Use Case: Use a record type to control access to data by associating it with a specific page layout. Once set up, this record type can be enabled for a particular profile.
  • Addional Resources: For more information on using record types, see the Salesforce article Tailor Business Processes to Different Record Types Users.
• Custom Fields: Create fields tailored to specific business needs, used across various objects and record types.
  • Use Case: Capture and manage custom data relevant to your organization’s unique requirements.
  • Addional Resources: For more information, see the Salesforce article Custom Fields.
• Validation Rules: Ensure data integrity by enforcing specific criteria that data must meet before being saved.
  • Use Case: Guide users to enter correct data by setting up rules that validate input based on predefined conditions.
  • Addional Resources: For more information, see the Salesforce article Validation Rules.
• Compact Layouts: Control the key fields that appear in the highlights panel at the top of a record page.
  • Use Case: Provide a quick overview of essential information, allowing users to see key data at a glance.
  • Addional Resources: For more information, see the Salesforce article Compact Layouts.

Next Steps

For alternative use cases of record types see, Admin: Salesforce Process & Workflow Customization.

For alternative use cases of compact layouts see, Admin: Salesforce UI Efficiency Tools.