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In this section, we will guide you through how to create a model.

Before proceeding to the next step, it's important to understand what a Model is.
Reference: What is Model?

Steps to create a Record type Model:

  1. Start by creating a layout.

Reference: How to create a layout?

  1. Open created layout, and select Models from building blocks at left side.

Note: If you have created Record Layout, you will have a predefined model, specific to that object, which will be immutable in nature.

For example, we have created Record Layout specifying Account as object. Thus, we can see account as Model.

image-20240919-072825.png

  1. Start by knowing a record type model.

Reference: What is Record Type Model?

  1. Click on + button, to open new model creation screen.

image-20240919-073022.png

  1. Fill the details for the layout:

  • Type

  • Object

  • Label

  • Name

  • Record Count

  • Is Shared?

  • Offset

  • Limit

  • Order By

  • Do Not Auto Query.

  1. Specify fields to be considered while creation of model, selected fields will be shown below.

image-20240920-124001.png

  1. Specify UI fields which will display value in it on basis of values entered in other fields.

image-20240920-125859.png

  1. Specify filter criteria by clicking on + button.

image-20240920-124605.png

Note: Specifying Fields, UI Fields and specifying Criteria is optional.

  1. Click on the Save button.

  2. After saving, you can view your created model in Models.

For example, we have created an opportunity model for a Record type layout, as shown in fig:

image-20240920-130323.png
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