Often, users will find that Salesforce has two similar features or rcs database functions. It can be challenging to discern the differences between the two and identify the types of situations where using each is most appropriate.
Here are two examples of similar pairings: Record Types vs. Page Layouts and Workflow Rules vs. Apex Triggers. In both examples, there is some overlap between how the two features are used and the type of results that they produce in your Salesforce system.
In this article, we’ll focus on the differences between Record Types and Page Layouts in Salesforce and how you can use both to customize what your users see, the data they can access, and the business processes they follow in Salesforce.
We’ll cover Page Layouts and Record Types: what they are, what they aren’t, and when you should use each one.
Salesforce Record Types: What They Are, How They Work, and How to Use Them
Salesforce Record Type Creation Screen
Record Types in Salesforce allow you to display different business processes, picklist values, and page layouts to different users based on the information in their profiles.
Let’s expand a bit.
By “business processes,” we mean things like the lead status or opportunity stage. Different types of records may use different steps on the way to converting a lead to a sale, and that fact should be reflected in your system. You can use Record Types to make that happen.
