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            Assign Record Types to Profiles

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            Assign Record Types to Profiles

            Assign record types to profiles that have the corresponding roles. For example, you can assign the Territory Manager Status record type to the bank manager Adam who is assigned the role of a territory manager.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Select a profile.
              For example, if you want to assign a territory manager status record type, select a profile with the role of territory manager assigned to it.
            3. Under Record Type Settings, for Shifts, click Edit.
              The record types available for that profile are listed in the Record Type Settings section.
            4. From the Available Record Types list, select a record type. To move the selected record type to the Selected Record Types list, click Add.
            5. If you select multiple records types, then under Default Record Type, select the default record type for the profile.
            6. Save your changes.
             
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