Record types
Besides Salesforce security topics, record types is a concept that, if not described properly, is hard to understand for Salesforce knowledge seekers. So, what are Salesforce record types? In simple words, record types represent different types of records. Let’s consider a simple example: there are multiple companies that interact with the company you are working for, such as prospects, customers, competitors, and partners. In Salesforce, all these types of companies can be stored as Account records. To differentiate the company types, you can use record types. Just create the following record types: Prospect, Customer, Competitor, and Partner. Then, assign the proper Account records to their respective types.
Of course, the record type feature is more complicated than shown in the previous example. But do not worry, I will try to explain it further. Please see the following for some information about record types that may help you understand what this feature...