The scenario is, I have my Contact Object and have 3 main record types (Client, Relative, Employee). Under the Employee record type, I want to associate another 2 record types (Full-Time, Part-Time).
So when creating a Contact record, when I select either Client or Relative record type, it will direct me straight to a page layout. However, if I select the Employee record type, another pop-up selection / page will display the selection of either Full-Time or Part-Time record types.
Is this possible with the standard features and functions of salesforce setup? Or do I need to create Visualforce pages and the like to achieve this?
4 answers
Hi Danilo,
Not unless you could do it in Flow. Why do you have essentially a Record Type hierarchy? Record Types are supposed to be standard alone functions, so is it necessary to have an Employee specific record type instead of just having 4 record types of Client, Relative, Full Time Employee, and Part Time Employee? It seems like a stand alone Employee record type is kind of redundant if you have 2 other RTs that have different page layouts representing specific types of employees.
