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.