A Guide to Record Types in Salesforce: Should You Use Them?

2023-04-26T16:35:22+00:00

A Guide to Record Types in Salesforce: Should You Use Them? Are you taking full advantage of Salesforce resources, such as record types? We’ll examine record types in Salesforce, namely, what they are, when to use them, and factors to consider when operating with them. Understanding record types in Salesforce is vital for gaining the most benefit from the customer relationship management (CRM) platform. Companies across all industries see an increase in sales revenue when properly using