Describe the capabilities of and use cases for record types.
Instead of creating separate objects and fields for similar business processes, record types can be used for most objects. Record types define different picklist values and page layouts for the same object.
Access to record types can be defined on the profile level. Users can therefore have access to multiple record types of the same object.
When creating a record of that object, the user will need to choose the record type. This selection will drive the applicable business process, picklist values, and page layouts.
Business processes can be created to track different sales, support, lead and solution lifecycles. Similarly to record types, they can be defined to offer different picklist values and page layouts to users, depending on their profile. Business processes are supported by the standard objects Opportunity, Lead, Case, and Solution.
|Sales Process||Opportunity||Defines which picklist values of the Opportunity Stage field are relevant and available for the process.|
|Lead Process||Lead||Defines which picklist values of the Lead Status field are relevant and available for the process.|
|Support Process||Case||Defines which picklist values of the Case Status field are relevant and available for the process.|
|Solution Process||Solution||Defines which picklist values of the Solution Status field are relevant and available for the process.|
To make business processes available to users, they must have access to the object record type associated with the process. The record type can be used to define which user profiles have access to the business process.