How do I assign a specific record type in Salesforce?
To specify record types and page layout assignments:
- From Setup, enter Profiles in the Quick Find box, then select Profiles.
- Select a profile.
- In the Find Settings…
- Click Edit.
- In the Record Types and Page Layout Assignments section, make changes to the settings as needed.
- Click Save.
How do I change the default record type for a profile?
How to Change a User’s Default Record Type or Record Types
- Navigate to Setup > Users > Manage Users and select the user.
- On the user’s detail page click on the profile.
- In the profile, locate the record type settings and edit them to set the default as desired.
How do I change the record type permissions in Salesforce?
- From Setup, in the Quick Find box, enter Permission Sets , and then select Permission Sets.
- Select a permission set, or create one.
- On the permission set overview page, click Object Settings, then click the object you want.
- Click Edit.
- Select the record types you want to assign to this permission set.
- Click Save.
How do I change the default record type in Salesforce?
In the user’s personal settings area, click Record Type Selection. Check the appropriate box to automatically use the default record type when creating a new record of that type. All unchecked boxes in this list indicate that you prefer to select a record type. Click Save.
How do I create a new record type in Salesforce Lightning?
For example, for creating account record type is lightning From Setup, click Object Manager and select Account. Select Record Types, click New, and fill in the details. Page layouts control the layout and organization of buttons, fields, Visualforce, custom links, and related lists on object record pages.
What are record types in Salesforce?
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What is master in Salesforce?
Master is a system-generated record type that’s used when a record has no custom record type associated with it. When you assign Master, users can’t set a record type to a record, such as during record creation.