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Before proceeding to the next step, it's important to understand what a Model is. |
Steps to create a Model:
Start by creating a layout.
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For example, we have created Record Layout specifying Account as object. Thus, we can see account as Model. |
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Start by knowing a record type model.
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Before proceeding to the next step, it's important to understand what a Record Type Model is. |
Click on
+button, to open new model creation screen.
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Fill the details for the layout:
Type
Object
Label
Name
Record Count
Is Shared?
Offset
Limit
Order By
Do Not Auto Query.
As well as, if you need to specify 7. Specify fields to be considered while creation of model, it can be done from Fields tab and if you need selected fields will be shown below.
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Specify filter criteria on the basis of which model will reflect records
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, by clicking on
+button.
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Note: Specifying Fields and specifying Criteria is optional.
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Click on the Save button.