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.

Find the entire series in the Lightning Experience at sforce.co/whoseeswhatlightning.
To view the Classic UI, follow this link: sforce.co/whoseeswhat. Please share and leave a comment!