Hello friends. I am Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. In this video, I am going to demonstrate you how you can create record types and what are the benefits of record types. If you want to follow Salesforce training videos, you can search my name Sanjay Gupta on YouTube and you can follow my YouTube channel. So we are now logged in to Salesforce Lightning. So first of all, I'm going to search the object on which we are going to create record types. So I'm going to create record type on book. So from here we can create record types. So right now you can see there is no record type. Let me open my university app as well. So that we can understand the requirement of creating record type. So I'm opening books tab. So here you can see various records are available. So I opened one of the record. Now I'm going to click on category to edit it so that we can see the values. So it is a pick list feed. And here you can see various pick list values are available, which are computer English, IT, maths, networking, history, geography and cloud computing. So some are technical and some are non-technical. So all these values are under category pick list. So now if you want to create a book record that relates to a technical category and you want to display only technical pick list values like computer, IT, networking and cloud computing. And whenever you are creating entry for a non-technical book, you want to show maths, English, history and geography. So this way if you want to show different pick list values while entering a particular book detail. So this you can do with the help of record types. So now we are going to create record types so that we can control values of pick list while entering values for a particular book. So this is first use of record type. So now let me create this thing first. Then I will tell you the second use of record types. So now I need to provide label for record types. So I am putting technical. So by default it is active because if you are creating record types, so this record type should be available and this will be available for all the profile. If you want this record type should not be available for certain profiles. So you can uncheck this enable for profile checkbox and then you can select particular profiles. Right now I'm selecting all because I don't want to select this record type for particular profiles. That's why and at right hand side you can see make default is by default selected because this is first record type. So it will be default when you create second record type, then there will be option that which one will be default record type. So I'm clicking on next. So now it is asking for to select a particular layout for profile. So you can select one layout for all the profiles or you can select different layouts for different profiles. So this is another option. Now I'm clicking on save. So after saving you can see record type technical is created. It is by default active and here available pick list are showing. So these pick list are available for editing. So on book object total four pick list are available. So now for demonstration I'm going to edit category pick list. So for technical you can see all the values are selected. So I am deselecting these non-technical values. So right now only four values are selected and you can see here default option is available. So if you want to choose a particular value as default. So I'm choosing computer as default and clicking on save. So this way I created one record type that that that is technical and I control only one pick list. Right now I'm going to create one more record type. So this record type name will be non-technical. Now I'm clicking on active so that it will be available. I'm selecting enable for all the profiles. So it should be available for all the profile. If you want this default so you can click on this checkbox. So right now you can see record type currently available that is technical default. If you click on this so it will be default and technical will not be default record type. So right now I'm deselecting this option so that technical will be default and non-technical will be the other option. I'm clicking on next. Again the option for layout so you can choose different layouts for different profiles or you can choose one layout for different sorry one layout for all the profiles. So right now we have only one layout so I'm selecting book layout for all the profiles. So for both the report type we have only one page layout. So after demonstrating this pick list value control I will also demonstrate you how you can create two different layouts for two different record types. So again I'm clicking on category pick list so that I can edit it. So right now I'm removing these technical values. So these four values are available and for this I'm not picking any value as default. None will be default value. So this record type is all also created. So now you can see two record types are available. So now moving to bookstab. So I'm making a refresh. Now I'm clicking on new. So here you can see it is showing select a record type option. So by default technically selected and second record type is non-technical. Right now if I click on next and if I scroll down so you will see category pick list and by default computer is selected because we set this value and you can see only four values are available. Computer IT, networking and cloud computing. Right if I click on new and if I select non-technical click on next. Now if I scroll down you can see none is default and English maths history and geography are the values. So which we selected for non-technical. So this way you can see we are able to control pick list values with the help of record types. If there is no record type then all pick list values will be available for record creation. But if you want to provide selected values then you can control those pick list values with the help of record type. Now another use of record type is to control page layout. So here you can see book number owner book name list of contents about book available in technical category available in which country then category student. So these fields are available author name author category about author price and discount. If I open non category record type then also you will see same fields are available. So it means we are able to control pick list but for both record type technical and non technical we are using same page layout. So now I'm going to create one more page layout. So we have book layout already created. I'm going to create new one so that we can provide separate page layouts for different record types. So here you can see existing page layout I'm selecting book. So it is asking for layout name. So I'm selecting technical book layout and I'm clicking on save. So this way you can see it is available in edit mode. So from technical layout I'm removing author name about author country and I'm also removing this section. So author information will not be available on technical page layout right now I'm going to create one more page layout for non technical. So I'm choosing existing page layout as book layout and here not technical book layout and clicking on save. So here you can see author information is available right. So I'm leaving it as it is so on technical page layout author information will not be available but a non technical author information will be available. So now I created two new page layouts. So to map these page layouts with record type we have this option. So here we need to map page layouts with record types. So here you can see first it is showing record types. So master is the default one that was available earlier to play out. Then we created two more non technical and technical record types. And here you can see for master book layout is available for non technical book layout is available for technical also having book layout. So now we need to change. So I'm clicking on edit layout. I'm clicking on non technical record type and choosing non technical book layout. Then I'm choosing technical record type and then technical book layout. So you can see for non technical record type book layout is non technical for technical record type book layout is technical and then I'm clicking on save. So now you can notice the changes for non technical record type book layout is non technical for technical record type book layout is technical and at left hand side you can see various profiles are also available. So right now we have these two layouts, technical and non-technical, if you want different layouts for profiles also, like record type is non-technical and for various profiles you want to associate different pace layouts, so that is also possible. So right now we are having one layout for all the profiles for one record type, right? So now this is done. So I need to do a refresh. Now if I click on book tab, click on new and try to create technical book. So if I scroll down you will see author information section is not available here and category is showing technical options only, right? Now if I click on non-technical record type, here you will see author information section is available so you can fill author information as well as price and book information. So now I hope you understood how we can show different layouts for different record types. So in this video I demonstrated you two uses of record type, one to control the pick list values and second to have different pace layouts for different record types. So I hope you understood what is the importance of record type in Salesforce Lightning and how we can control pick list values and manage pace layouts with the help of record types. If you want to watch more Salesforce trading videos you can search my name Sanjay Gupta on YouTube and you can watch our videos here. Thank you for watching this video.