Importing Salesforce Record Types
Administrators can import Salesforce Record Types into imported Salesforce objects to separate record data in Reports and control page layouts.
Requirements
To import Salesforce Record Types, users must be assigned a security role with the following permissions:
- Administrator System Role
To import Salesforce Record Types:
- In the Setup Home page, click Extend > Salesforce.
- Click the imported Salesforce object for which you want to import a Record Type.
- Select the Record Types Tab, then click Import.
- Select the Record Types to be imported and then click Import.
See also:
<< Managing Imported Salesforce Objects