4 items matching your search terms.
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Record Types in Salesforce Explained
by Berkeley Baker
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published
Nov 22, 2019
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last modified
Jul 23, 2021 04:55 PM
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filed under:
Blog,
Salesforce,
Record Types,
Objects
Record Types are an extremely powerful function of Salesforce. Here’s a brief look at how to properly use them.
Located in
Archive
/
2019
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Deep Diving Into Salesforce Record Types
by Justin Edelstein
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last modified
May 11, 2019 02:35 PM
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filed under:
Blog,
Record Types,
Salesforce.com,
Admin
One of the more popular uses of Salesforce.com is to manage business processes. Aside from just capturing Contact information and the activities associated ...
Located in
Archive
/
2013
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Updating Latest Child Record on Parent Layout in Salesforce Lightning
by Ashley Leifer
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published
Oct 02, 2018
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last modified
Jun 11, 2019 11:07 AM
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filed under:
Blog,
Lightning Experience,
Record Types,
How-To
How to update the latest child record on a parent layout in Salesforce Lightning Record Pages.
Located in
Archive
/
2018
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Financial Services Cloud: Adding Custom Financial Accounts
by Scott Searle
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published
Mar 08, 2019
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last modified
Jun 05, 2019 01:25 PM
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filed under:
Blog,
Record Types,
Admin Tips,
Financial Services Cloud
The Financial Services Cloud comes with several standard record types for tracking financial accounts, but adding custom record types and displaying them on ...
Located in
Archive
/
2019
