Overview
A Record Type in Salesforce is a flexible feature that allows you to customize how data is captured and displayed for a specific object (such as Contacts, Leads, or Accounts). Record Types let you:
Define different business processes.
Set custom page layouts to control what fields and sections users see.
Specify unique picklist values tailored to each process or user group.
This means you can create distinct experiences for different teams or workflows, all within the same object. Record Types are typically assigned to user profiles, ensuring that each user interacts with the data in a way that best suits their role.
Who uses a Record Type?
It varies according to company regulations. Many organizations require every Salesforce Contact or Lead to be associated with a specific Record Type for tracking and reporting purposes.
To make your integration with Salesforce smoother, Lusha allows you to set a default Record Type for any contacts or leads you save directly from Lusha to Salesforce, streamlining the process and ensuring consistency.
How it works
💡 Note: To activate this configuration, you’ll need admin permissions.
1. Log in to your Salesforce account.
2. Go to Salesforce integration on the integration menu on your Lusha dashboard.
3. Press 'Manage'.
4. Under Settings, Click the toggle button to activate the Record Type option.
That’s it! You’re done 🚀
You can now head over to your Lusha Lists, the Lusha extension, or the Prospecting Platform to export more leads and accurate data directly to Salesforce in one click.
⚒️ FAQs
Q: Do I need to set up new Record Types in Salesforce before enabling this
in Lusha?
A: No. Your Salesforce environment already contains ‘Standard’ record type values which are pre-mapped within Lusha. But, any new Record Types must first be created in Salesforce before you can select one as the default in Lusha.
Q: What happens if I don't set a Record Type in Lusha?
A: Lusha will use Salesforce’s default behavior—meaning the system assigns the default Record Type for that user profile in Salesforce (or the Master Record Type, if no others are set up).
Q: Can I set different Record Types for different Lusha users or teams?
A: Currently, the default Record Type setting in Lusha is global. If you need team-specific configurations, you may need to manage that outside of Lusha, through Salesforce user profiles and workflows.
Q: Can I change the Record Type later in Salesforce after exporting from
Lusha?
A: Yes. You can manually change the Record Type of a Lead or Contact after it’s created in Salesforce, as long as you have the correct permissions.
Q: Can I test this setup before rolling it out to my whole team?
A: Yes! You can:
Create a ‘test’ Record Type in Salesforce.
Enable the toggle in Lusha and assign the test Record Type.
Export a sample record and verify the behavior in your Salesforce sandbox or dev org.
Q: Who should I talk to if I’m unsure which Record Type to use?
A: Reach out to your Salesforce administrator or CRM owner—they’ll know which Record Types are used by your teams and which one fits your needs.