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Business Platforms & EA · Foundational

Record Type

Configuration that offers different business processes, picklist values and page layouts to different users for the same object.

Definition

Record types are assigned to profiles or permission sets and combined with page layout assignments to tailor the user experience. For Lead, Opportunity, Case and Solution, record types are tied to business processes such as sales processes or support processes. They do not control record access.

Example

Opportunity has New Business and Renewal record types with different stages.

Exam tip

Record types do not provide security; they shape UI and picklist values only.

Related terms