You can assign record types to users in their profile or permission sets, or a combination of both. Record type assignment behaves differently in profiles and permission sets.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
- A user’s default record type is specified in the user’s personal settings. You can’t specify a default record type in permission sets.
- You can assign the --Master-- record type in profiles. In permission sets, you can assign only custom record types. The behavior for record creation depends on which record types are assigned in profiles and permission sets.
|--Master--||None||The new record is associated with the Master record type|
|--Master--||One||The new record is associated with the custom record type. Users can’t select the Master record type.|
|--Master--||Multiple||Users are prompted to select a record type.|
|Custom||One or more||Users are prompted to select a record type. In their personal settings, users can set an option to use their default record type and not be prompted to choose a record type.|
- Page layout assignments are specified in profiles only—they’re not available in permission sets. When a permission set specifies a custom record type, users with that permission set get the page layout assignment that’s specified for that record type in their profile. (In profiles, page layout assignments are specified for every record type, even when record types aren’t assigned.)
- For lead conversion, the default record type specified in a user’s profile is used for the converted records.
- Users can view records assigned to any record type. As a result, a page layout is assigned to every record type on a user's profile. A record type assignment on a user’s profile or permission set doesn’t determine whether a user can view a record with that record type. The record type assignment simply specifies that the user can use that record type when creating or editing a record.
- Record types in permission sets aren’t supported in packages and change sets. As a result, any record type assignments in permission sets in a sandbox organization must be manually reproduced in a production organization.