In this lesson, we introduce Record Types to the Asset object. We create Record Types for Medical Equipment and Office Equipment. We discuss how Record Types are leveraged to associate Page Layouts by Profile, as well as Picklist Values that are available. In addition, we discuss how Record Types can be assigned on the Profile and a Default Record Type designated.
But we don’t stop there. We look at assigning Record Types by Permission sets. I then share a help article that contrasts the ins and outs of what happens if a user either has the Master Record Type or a Custom Record Type on their Profile and the various combinations of Record Types assigned via Permission Sets.
Resources:
Record Type Assignment via Permission set - https://help.salesforce.com/articleView?id=permissions_record_type_access.htm&type=5
Record Type Access in Salesforce- Master Record Type Explained. - https://www.youtube.com/watch?v=GKu2J2Ij1NE&feature=youtu.be
In this lesson, we explore the use cases and functionality of Delegated Administration. Use delegated administration to assign limited admin privileges to users in your org who aren’t administrators. For example, let’s say you want the Customer Support team manager to manage users in the Support ...
In this lesson, we explore the territory hierarchy and its single dimensional, additional hierarchy. Which can be structured by business units or any kind of segmentation in a hierarchical structure.
In this lesson, we go over how to enable territory management.
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