Considerations for Creating and Updating Record Types and Picklists | Salesforce
Considerations for Creating and Updating Record Types and Picklists
Keep these considerations in mind when working with record types and business process picklists.
Available in: both Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Before creating record types, include all of the possible record type values in your master list of picklists. The master picklist is a complete list of picklist values that can be used in any record type.
The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types. If you remove a picklist value from the master, it is no longer available when creating new records, but records assigned to that value are unchanged.
When you create a new record type without cloning an existing one, the new record type automatically includes the master picklist values for both standard and custom picklists. You can then customize the picklist values for the record type.
A user can be associated with several record types. For example, a user who creates marketing campaigns for both U.S. and European divisions can have both U.S. and European campaign record types available when creating new campaigns.
When creating and editing record types for accounts, opportunities, cases, contacts, or custom objects, check for criteria-based sharing rules that use existing record types as criteria. A record type change may affect the number of records that the rule shares. For example, let's say you have a record type named “Service,” and you created a criteria-based sharing rule that shares all Service record types with your service team. If you create another record type named “Support” and you want these records shared with your service team, update the sharing rule to include Support record types in the criteria.
Renaming a record type doesn’t change the list of values included in it.
Deactivating a record type doesn’t remove it from any user profiles or permission sets.
Deleting a record type also deletes the related sales path.
Deleting campaign member record types updates the Campaign Member Type field on campaign and campaign member records.
Person accounts are account records to which a special kind of record type has been assigned. These record types are called person account record types. Person account record types allow contact fields to be available on the account and allow the account to be used as if it were a contact. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your org. You can change the name of this record type, and you can create additional person account record types.
When users convert, clone, or create records, these special considerations apply.
When a user converts a lead, the new account, contact, and opportunity records automatically use the default record type for the owner of the new records.
When a user clones a record, the new record has the record type of the cloned record. If the user’s profile doesn’t have access to the record type of the cloned record, the new record adopts the user’s default record type.
When a user creates a case or lead and applies assignment rules, the new record can keep the creator’s default record type or take the record type of the assignee, depending on the case and lead settings specified by the administrator.