About

Record types can be used in various ways. Record Types help you implement your custom business processes, for example:

• Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.
• Create record types for cases to display different page layouts for your customer support cases versus your billing case

Useful Documentation

• Record Types Overview
• Creating Record Types
• Editing Picklists for Record Types and Business Processes
• Considerations for Creating and Updating Record Types and Picklists