 Hello friends. I'm Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. In this video, I'm going to demonstrate how you can create lead process. So if you want to follow Salesforce training videos, you can search my name Sanjay Gupta on YouTube and you can follow my YouTube channel. So first of all, I'm opening app launcher so that I can open sales application. So in sales application, you will see a tab that is related to leads. So here you will see all available leads. So I'm opening one lead. On detail page, you will see lead status, pick list value. So here it is. So in lead status, pick list value, you can see five values are available open not contracted. Sorry, open not contacted working contacted working in discussion close converted and close not converted. Right. Now, suppose you want to create record types for lead object. So whenever you want to create record types, you have a facility to control pick list values, but unfortunately this lead status pick list, we cannot control with record type. So by creating record type. First, we need to create lead process, then you can easily create record types for lead object. So now we are going to learn how we can accomplish this. So let me first open lead object. Then I will try to create a record type so you will see a warning message that we need lead process first. I'm moving lead object moving to record type creation. Clicking on new. So here you can see a message. A lead record type must be associated with the lead process. You currently do not have any active lead processes. You must create a lead process before creating the lead record type. Right. So now to create lead process, you have two options. Either you can click on this link, click here, or you can go to home. And here you can type the process. Right. So whenever you want to create lead process, you can search lead process and open this. Now I'm going to create two lead processes. So first will be demo one. This is demo one process. Clicking on save. So you will see it is showing lead status pick list. So we can control it. So from here, I'm removing this value. So I'm selecting only four and I removed working in discussion and I'm clicking on save. I'm creating one more lead process that is demo two. This is the process. So this way I created two and in this I'm picking all available values. So for demo one, only four values will be available and for demo two, all five values will be available. So now we can easily create record types for lead object. So normally to control pick list values, we can directly create record types. But for creating record types on lead object, we first need to create lead process so that we can control lead status pick list and then we can easily create record types. So now you can see it is not showing any warning. So now I'm creating lead demo one record type. Here it is showing lead process. I'm selecting demo one. So this is demo one record type. It is active. I'm enabling it for all the profiles. So you can do these changes as per your requirement. I'm selecting lead layout for all the profiles. If you want different layouts, so you can select second option and choose different layouts as well. And here you can see we only control lead status pick list through lead process. But rest of the pick list you can control through record type directly. No need to create any lead process for these pick list values. Right. Now I'm creating one more record type. It is lead demo two. For this I'm selecting demo two. This is demo two record type. Right. So lead process is demo two for this record type. It will be active. And I'm enabling this also for all the profiles. Clicking on next. Selecting the page layout. For all the profiles, same page layout will be available. Then again, similar to record type one for record type two. You are having pick list for editing only status we control with lead process and rest you can control with record types. So now we have two record types lead demo one and lead demo two. And both are using different process lead process. So now I'm moving to lead tab doing a refresh. And now I'm going to create new leads. So I'm clicking new button. So you will see two record types lead demo one and lead demo two. I'm clicking on next. So here we will see status. So it is available here. Lead status. So default values open not contacted. So if you remember for record type one, we selected demo one sales process. Sorry demo one lead process. And here four values are available. So let me open that. So I'm opening lead process demo one. So here you can see only four values are available working in discussion is not available. So here also you can see working in discussion is not showing. Right. So now I'm canceling it again, clicking on new. Selecting lead demo to click him on next. So this time you will see all four or five for five values are available. Because for lead process demo to be selected all five. Right. So this way this lead status pick list where pick list field we control with the help of lead process. So I hope you understood how we can create lead process and before creating record types for lead object, you need to create these lead processes and only lead status pick list field you can control with lead process other fields or other fields. You can control directly with the record types. So I hope you understood whatever I demonstrated in this video. If you want to watch more Salesforce training videos, you can search my name Sanjay Bukta on YouTube and you can follow my YouTube channel. Thank you for watching this video.