Admin: Salesforce Process & Workflow Customization

Record Types are a dual-purpose tool in Salesforce, offering not only a robust way to manage and control data organization but also enabling the customization of processes and workflows to suit different business scenarios.

Record Type: Organize different processes within the same object, allowing businesses to tailor workflows and data entry based on specific scenarios.

• Use Case: Tailor data entry and workflow processes in the recruitment industry by creating distinct record types within the same object, enabling businesses to customize workflows for different hiring scenarios. (EX: permanent, temporary, and executive recruitment).
• Addional Resources: For more information on how to use record types, see the Salesforce article Tailor Business Processes to Different Record Types Users.

Next Steps

For Salesforce Data Access and Security elements, see Admin: Salesforce Data Access & Security.