Business Process and Record Types for Lightning Experience Administrators
Question
You can then associate each business process with one / more record types and make it available to users based on their:
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Explanations
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In Salesforce, a Record Type is a way to group and customize fields, page layouts, and picklist values for specific types of records. By associating a Business Process with a Record Type, you can define the stages of the process and the values that are available for each stage.
In order to make the Business Process and associated Record Type available to users, you can control access based on their Profile, Role, License Type, and Salesforce Edition.
A Profile is a collection of settings and permissions that define what a user can do within Salesforce. By assigning a Record Type to a Profile, you can control which users with that Profile can access records associated with that Record Type.
A Role is a way to organize users into a hierarchy that reflects the company's structure. By assigning a Record Type to a Role, you can control which users in that Role can access records associated with that Record Type.
License Type refers to the type of license a user has in Salesforce, such as Salesforce Platform, Salesforce Sales Cloud, or Salesforce Service Cloud. By assigning a Record Type to a License Type, you can control which users with that License Type can access records associated with that Record Type.
Salesforce Edition refers to the version of Salesforce being used, such as Salesforce Professional, Salesforce Enterprise, or Salesforce Unlimited. By assigning a Record Type to a Salesforce Edition, you can control which users with that Edition can access records associated with that Record Type.
Overall, by using a combination of Profile, Role, License Type, and Salesforce Edition, you can control which users have access to Business Processes and associated Record Types in Salesforce.
