What must an administrator do when creating a record type? - ProProfs Discuss
Advertisement

What must an administrator do when creating a record type?

Asked by Rekha, Last updated: Apr 09, 2024

+ Answer
Request
Question menu
Vote up Vote down

2 Answers

N. Kingsley

N. Kingsley

N. Kingsley
N. Kingsley, Writer, Columbus

Answered Aug 28, 2018

In Salesforce and other systems, there are record types. A record may be created and information is typed into the record to be saved for later. Employees and other workers may need to look back at this saved information in the record to answer questions that they may have. They may need the information saved in the record for future use.

Other functions of the records include allowing the employee to use the information through different processes and allocate the values for different uses. Interactions and easier administration allow fewer fields to have to be used. All of the information may be in one central area. If an administrator is creating a record type, he or she will need to assign the record type of the appropriate profiles.

upvote downvote
Reply 

John Smith

John Smith

John Smith
John Smith

Answered Oct 24, 2016

Assign the record type to the appropriate profiles
upvote downvote
Reply 

Advertisement
Advertisement
Search for Google images Google Image Icon
Select a recommended image
Upload from your computer Loader
Image Preview
Search for Google images Google Image Icon
Select a recommended image
Upload from your computer Loader
Image Preview
Search for Google images Google Image Icon
Select a recommended image
Upload from your computer Loader

Email Sent
We have sent an email to your address "" with instructions to reset your password.