Arkus, Inc.

Record Types in Salesforce Explained by Berkeley Baker — published Nov 22, 2019 — last modified Jul 23, 2021 04:55 PM — 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

Deep Diving Into Salesforce Record Types by Justin Edelstein — last modified May 11, 2019 02:35 PM — 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

Financial Services Cloud: Adding Custom Financial Accounts by Scott Searle — published Mar 08, 2019 — last modified Jun 05, 2019 01:25 PM — 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

Updating Latest Child Record on Parent Layout in Salesforce Lightning by Ashley Leifer — published Oct 02, 2018 — last modified Jun 11, 2019 11:07 AM — 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

Search results