Salesforce App Builder Practice Exam

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What is a record type in Salesforce?

A classification method for distinguishing different versions of data

A feature that allows the separation of different business processes

A record type in Salesforce is a feature that allows the separation of different business processes within the same object. This means that it enables users to create multiple variations of the same object type, tailored to the needs of various business scenarios. Each record type can have its own set of picklist values, page layouts, and business processes, allowing organizations to customize user experience based on the type of record they are working with.

For example, if a company has different sales processes for different products, record types can be used to represent these variations. Users can be assigned specific record types based on their role, ensuring that they see only the relevant fields and values necessary for their tasks.

This customization greatly enhances the efficiency and clarity of data management, allowing teams to work more effectively while adhering to distinct business processes geared towards their unique operational requirements.

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A method of storing custom fields

A specific type of object for handling account information

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