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            Create and Configure Custom Record Types for Individuals and Groups in Financial Services Cloud

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            Create and Configure Custom Record Types for Individuals and Groups in Financial Services Cloud

            If your users have individuals or groups that don’t fit the default record type, you can create and configure a custom record type.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create or edit custom metadata types: Customize Application

            See Also

            Create and Configure Custom Record Types for Individuals

            First, create custom account record types. Next, configure the record type mapping for the custom account record types. Then assign the record types to the user profiles that need them.

            1. Create a custom individual record type.
              1. From Setup, open Object Manager, and click Account.
              2. Open Record Types, and click New.
              3. For Existing Record Type, select Individual, give your new record type a label, add a description, and set it as active.
              4. Enable the record type for the proper profiles, assign to one or more layouts, and then save your changes.
            2. Configure the record type mapping for a custom record type.
              1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
              2. Click Individual Record Type Mapper and then click Manage Individual Record Type Mappers.
              3. Click New.
              4. Enter Person Account as the label for the mapping record.
                Note
                Note If your org already has a mapper called Person Account, you don't have to create another one. You can name additional mapping records as you like. The Person Account mapper is used by Financial Services Cloud to create records.
              5. Don’t change the automatically set Individual Record Type Mapper Name.
              6. For Account Record Type, enter the name of a valid person account record type to use in this mapping. You can use the default person account record type or one that you’ve created.
              7. (Optional) If you’re using a Developer Edition org, enter the org namespace for your org (not the package namespace) in the Record Type Namespace (Account) field.
                Note
                Note If you aren’t using a Developer Edition org, ensure that the Record Type Namespace (Account) field is blank.
              8. Leave the Contact Record Type field blank. Person accounts don’t use the contact record type.
              1. Leave the Record Type Namespace (Contact) field blank.
              2. Save your changes.

            Configure Custom Record Types for Groups

            First, create custom account record types. Next, configure the record type mapping for the custom group record types. Then assign the record types to the user profiles that need them.

            1. Create a custom record type.
              1. From Setup, open Object Manager, and click Account.
              2. Open Record Types, and click New.
              3. For Existing Record Type, select Household, give your new record type a label, add a description, and set it as active.
              4. Enable the record type for the proper profiles, assign to one or more layouts, and then save your changes.
            2. Configure the record type mapping for a custom group record type.
              1. From Setup, in the Quick Find box, enter Custom Metadata Types, and then select Custom Metadata Types.
              2. Click Group Record Type Mapper, and then click Manage Group Record Type Mappers.
              3. Click New.
              4. Enter the label of the record type that you created in step 1c.
              5. Don’t change the automatically set Group Record Type Mapper Name.
              6. For Account Record Type, enter your custom account record type name.
              7. Enter the account namespace for your custom record type’s org.
              8. Save your changes.
            3. Verify that the new record type is assigned to the required profiles.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Click the profile to which you want to assign the new record type.
              3. Click Object Settings.
              4. Click Accounts.
              5. Click Edit.
              6. In the Account: Record Types and Page Layout Assignments section, verify that the record type is assigned to the profile.
              7. Set the new record type as the default if necessary.
              8. Save your changes.
             
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