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            Create Record Types

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            Create Record Types

            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.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create or change record types: Customize Application
            1. From the management settings for the appropriate object, go to Record Types.
            2. Click New.
            3. Select Master from the Existing Record Type dropdown list to copy all available picklist values, or choose an existing record type to clone its picklist values.
              Note
              Note When you create a 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.
            4. Enter a Record Type Label that's unique within the object.
              Important
              Important Don’t name your record type Master because it’s reserved for record types.
            5. Enter a Record Type Name. The Record Type Name refers to the component when using Metadata API and prevents naming conflicts on package installation in managed packages.
            6. For opportunity, case, lead, and solution record types, select a business process to associate with the record type.
            7. Enter a description.
            8. Select Active to activate the record type.
            9. Select Make Available next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to make it available for all profiles.
              Tip
              Tip If each profile is associated with a single record type, users will never be prompted to select a record type when creating records. Users assigned to a record type can still view and edit records associated with record types not enabled for their profiles.
            10. For selected profiles, select Make Default next to a profile to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles.
            11. Click Next.
            12. Choose a page layout option to determine what page layout displays for records with this record type:
              • To apply a single page layout for all profiles, select Apply one layout to all profiles and choose the page layout from the dropdown list.
              • To apply different page layouts based on user profiles, select Apply a different layout for each profile and choose a page layout for each profile.
            13. Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New to create another record type.

            See Also

             
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