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Admin Request: Record Types

Knowledge Article Number 000152655
Description When submitting an admin request to Salesforce for creating Record Types in your Org, please provide the information listed in this article.
Resolution
Please provide the following information when submitting a request to create or modify record types.
 
Create Record Type
  • Production org or sandbox? Please specify sandbox name or Org ID.
  • Would you like us to contact you before proceeding with work, even if all the requirements are clear? 
We will always contact you if something needs further explanation.
  • Which object?
  • What should the record type be named?
  • Which existing record type should it be copied from, if any?
  • Which picklist values should be included for the record type?
  • If on Lead, which Lead Process should be associated?
  • If on Opportunity, which Sales Process should be associated?
  • If on Case, which Support Process should be associated?
  • Activate the new record type?
  • What should the Description read, if any?
  • Enable for which profiles?
  • Make the default record type on this object for which profiles?
  • Which page layouts should the record type be mapped to and for which profiles?


Modify Record Type
  • Production org or sandbox? Please specify sandbox name or Org ID.
  • What object is the record type on?
  • What is the name or URL of the record type being modified?
  • What are the changes that need to be made? (for example page layout mapping, picklist values, record type name, profile assignments or defaults, etc.)

NOTE: All of our Configuration Case Templates can be accessed on our Premier Success Plans Tool kit.
Scroll down to the section “Customize Salesforce for your Business” | Find the tile “Configuration Case Templates” | Click "Download"
 
Or, click directly to the Configuration Case Templates.​




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