Record Types (Salesforce Only)

Salesforce Setting: Record Types

This article explains the function and impact of the Salesforce setting, Record Types. 

Note: This setting only applies to users integrated with Salesforce.

What it Does

This feature allows LeadIQ Admins to assign different record types to different users depending on the object (account, contact, or lead) being imported. Admins to control how data captured in LeadIQ is imported into the CRM by assigning record types to different users or groups of users.  

Why it is Important 

Record types are very important in Salesforce, and this setting supports broader CRM hygiene by leveraging record types to maintain the system of record for downstream business processes. By assigning record types to users at the point of capture, admins can require fields to be populated or values to be chosen upon import- ensuring that objects aren't missing vital information and that imported data stays consistent. 

How it Works

Admins control the workflows of different users or user groups when it comes to creating and updating records in Salesforce. 

• • Example 1: An Admin may want EMEA users to import records with different fields or values than APAC users. In this case, they could set a specific list of fields specific to each regional user group. 
  • Example 2: An Admin may want different populated fields or values associated with records created by different sales teams, depending on the company size or persona each sales team is targeting. In this case, they could create user groups for each sales team with specific record type parameters.