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  1. Record Type: Used to store and manage data from Salesforce objects. It includes:

    • Single Record: Stores a single record of a specific object and can only be bound to the Form component.

    • Multi Record: Stores multiple records of a specified object and can only be bound to the Table or Repeater component.

Info

Reference: Record Type Model

  1. API Type: Used to integrate with external applications through REST APIs.

A significant advantage of using models is that you can create multiple models for separate objects, allowing you to connect with separate forms and retrieve data from multiple objects to display on a single layout.

Info

Reference: API Type Model

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For example, As a sales representative, gathering and analyzing information from multiple sources is essential for effectively engaging with leads. The Model feature allows you to create a layout that includes 4 Record Models for 4 different objects, all displayed on a single screen.

  • Lead Information Model: Captures all essential details of the lead, such as the lead’s name, company, status, and contact information.

  • Related Activities Model: Tracks and displays all activities associated with the lead, including emails, calls, meetings, and tasks.

  • Opportunity Information Model: Links the lead to potential sales opportunities, displaying relevant opportunity details such as deal size, stage, and close date.

  • Support Case History Model: Provides visibility into any support cases the lead’s company has opened, including case status and resolution history.

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