Salesforce Record Types vs Page Layouts
Updated on 05th Jul, 21 52 Views

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What are page layouts in Salesforce?

Page layouts in Salesforce allows the user to control the layout. It is basically a set of custom links, buttons, fields, S-controls, visual force and related lists on the object record page. For example, let’s consider the school record example again, if particular fields need to be kept as visible or read-only then it can be done with page layouts itself. Thus, page layouts are used to maintain a secure environment as it restricts the access to sensitive data.

What is record types in Salesforce?

In simple words record types in Salesforce allows you to suggest different business processes, option list values and page layouts to different users. You can create record types in Salesforce to distinguish between your regular sales agreements and professional service obligations by providing different checklist values for each agreement. It allows multiple page layouts and even provides a separate UI for the same object. The administrator can associate the post type with the profile so that different types of users can see different drop-down values ​​and page layouts on the post detail page. Salesforce record types best practices should be enabled within every user, people usually get confused by the usage of record types but if used properly it can improve data quality, reduce manual effort, streamline processes, and make things easier for end-users to focus on their real work.

Let’s understand the concept of Leads- Leads is a standard object which is used to store information about potential customers. So here record types in Salesforce play a major role, by creating a Salesforce lead record type the sales leads can easily get transferred from web or any other third-party platforms to the Salesforce dashboard easily.

Now there might be a question arising in your minds what is the use of record type in Salesforce whereas page layouts can also perform the do we actually need both page layouts and record types in Salesforce, let’s understand it by an example, suppose in a school-record there is a record of all the students now in this record there is information about library books and fees details. Now the library books don’t require any record from fees details and fees details don’t require any information from library books. So, this problem is solved by creating multiple page layouts and even separate UI for both records which makes it easier to understand for the user. So here page layouts are used to restrict access to other users and record types create separate UI for both the records to make it look more alluring and easier to understand for the end-users. In this way, both page layouts and record types can be used in an interlinking way for the users.

Difference between record type and page layout in Salesforce

Let’s understand the record type vs page layout Salesforce by taking an example considering an office scenario so there are profiles of manager and employee.

Here we can assign the manager page layout to the manager and employee page layout to the employee along with different Account Type picklist values for both profiles separately using the same salesforce record type fields.

Also, we can assign different page layouts to other profiles. Now in this scenario, the manager can see the fields of the employee page layout but the values in the Account Type will be the same as the manager layout.

So, in the above scenario, the employee cannot change the account type as it’s under a different page layout and has restricted access but both manager and employee can access the record type object Salesforce by using the same picklist values.

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How to change default record type in Salesforce

Set associate choice to mechanically insert your default record sort once you produce records. If you utilize this setting, you’re not prompted to pick out a specific record type-

  • From personal settings enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection whichever appears.
  • Select the data type to specify whatever should be the default record type
  • Click Save

How to insert record type in Salesforce test class

When creating test data in our test classes, we need to consider one important aspect. So, when we need to create a record based on the record type id, which we usually do, we query the record type object based on the SubjectType and the record type Name.

Let say we have an Account Record Types A & B Not if we need to create an Account Record with record type A or B. We normally query like this.

RecordType rt = [select id,Name from RecordType where SubjectType='Account' and Name='A' Limit 1];
And now use this value further while creating the Account Record.
Account acc = new Account(Name='Test' , recordTypeId=rt.id);

How to delete record type in Salesforce?

To delete a record types in Salesforce we need to follow these steps-

  • Go to setup-> choose object manager-> select account-> choose record types
  • Record Types are opened on the screen
  • Choose the particular record type and select the delete option from the menu
  • Note- Only inactive record types can be deleted so to delete the record type you have to make it inactive
  • To make record types in Salesforce inactive, click on the edit option and uncheck the active checkbox.
  • Now you can easily delete the desired record types in Salesforce

Even for the most experienced administrator, deleting content in Salesforce can cause panic, but if you are careful, record, and protect your processes, you will soon have clean record types in Salesforce and happy users!

Conclusion

Both page layouts and record sorts play an essential role in your Salesforce data management strategy. With tailor-made page layouts, you’ll set and enforce the information points that your team can collect and utilize throughout the client journey.

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