Who Sees What: Record Types

Who Sees What: Record Types

Who Sees What: Record Types

This video in the "Who Sees What" series explains how to organize and gather data for the same object, in different ways, using record types. In our example we'll create a record type for Internal cases, and one for External cases, but you could use record types for different types of opportunities, solutions, or any other standard or custom salesforce object. Please share and leave a comment!

By Vocalcom

Are You Getting the Most Out of Your Company's Website?

Imagine that one of your customers is surfing his or her favorite social network in search of a certain product. The customer is following a well-known retailer to see if there’s a deal on that sweater or is scouring a Facebook fan page to see if there’s a sale for followers only. Now imagine helping this customer by simply entering...
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