Record Types. Record Types let you offer different business processes, picklist values, and Page Layouts to different users. Lightning App Builder & Dynamic Forms. When Salesforce Classic was the only UI around, Page Layouts & Record Types were one of the most powerful way to customise user experiences. Examples. … Record Types are used so … Read more
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization. What is record types in … Read more
Full Answer What is a a record in Salesforce? A record in Salesforce is a record like in any database. So an Account Record is the record that has the info about a company, a Contact record is a person, an Opportunity is a deal or transaction etc. Signing up for Salesforce allows you to … Read more
According to Salesforce documentation: “Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.Nov 22, 2019 Full Answer How to create records in Salesforce? Creating records involves … Read more
Record Id uniquely identifies each record in Salesforce. Salesforce record Id can either be 15 or 18 digit. 15 digit Salesforce record id is case sensitive and 18 digit Salesforce record id is case insensitive. Every record in Salesforce is provided with a unique record Id in every Salesforce organization to uniquely identify them. Each … Read more
Quotes in Salesforce represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. Full Answer How do I create a quote in Salesforce? Radhakrishna Member March 6, … Read more
Quip is a collaboration tool with built-in office suite functionality, including word processing, spreadsheet and presentation software. As a standalone product, it enables teams to collaborate around a rich set of documents. Quip for Salesforce is embedding that kind of functionality at the platform level.Mar 19, 2019 What is Quip used for? Quip is a … Read more
Quip is a collaboration tool with built-in office suite functionality, including word processing, spreadsheet and presentation software. As a standalone product, it enables teams to collaborate around a rich set of documents. Quip for Salesforce is embedding that kind of functionality at the platform level.Mar 19, 2019 What is a Quip app? Does Quip have … Read more
Quip is a collaboration tool with built-in office suite functionality, including word processing, spreadsheet and presentation software. As a standalone product, it enables teams to collaborate around a rich set of documents. Quip for Salesforce is embedding that kind of functionality at the platform level.Mar 19, 2019 What is the use of Quip in Salesforce? … Read more
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. Full Answer How to activate Salesforce Lightning? Set the Default Interface to Lightning Experience … Read more