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            Assign Record Types and Page Layouts in Profiles

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            Assign Record Types and Page Layouts in Profiles

            Configure the record type and page layout assignment mappings that are used when users view records.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Record types available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To assign record types and page layouts in profiles: Manage Profiles and Permission Sets

            The steps for configuring record types and page layouts depend on whether you’re using the enhanced profile user interface or the original profile user interface.

            Assign Record Types and Page Layouts in the Enhanced Profile User Interface

            In the enhanced profile user interface, you can configure record type and page layout settings in each individual object’s settings.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Select a profile.
            3. In the Find Settings... box, enter the name of the object you want, select it, and then click Edit.
            4. In the Record Types and Page Layout Assignments section, make changes to the settings as needed.
              • Record Types: Lists all existing record types for the object.

                --Master-- is a system-generated record type that's used when a record has no custom record type associated with it. When --Master-- is assigned, users can't set a record type to a record, such as during record creation. All other record types are custom record types.

              • Page Layout Assignment: The page layout to use for each record type. The page layout determines the buttons, fields, related lists, and other elements that users with this profile see when creating records with the associated record type. Since all users can access all record types, every record type must have a page layout assignment, even if the record type isn't specified as an assigned record type in the profile.
              • Assigned Record Types: Record types that are checked in this column are available when users with this profile create records for the object. If --Master-- is selected, you can't select any custom record types; and if any custom record types are selected, you can't select --Master--.
              • Default Record Type: The default record type to use when users with this profile create records for the object.

              The Record Types and Page Layout Assignments settings have some variations for the following objects or tabs.

              Object or Tab Variation
              Accounts If your organization uses person accounts, the accounts object additionally includes Business Account Default Record Type and Person Account Default Record Type settings, which specify the default record type to use when the profile's users create business or person account records from converted leads.
              Cases The cases object additionally includes Case Close settings, which show the page layout assignments to use for each record type on closed cases. That is, the same record type may have different page layouts for open and closed cases. With this additional setting, when users close a case, the case may have a different page layout that exposes how it was closed.
              Home You can't specify custom record types for the home tab. You can only select a page layout assignment for the --Master-- record type.
            5. Click Save.

            Assign Record Types to Profiles in the Original Profile User Interface

            After you create record types and include picklist values in them, add record types to user profiles.

            Note
            Note Users can view records of any record type, even if the record type isn’t associated with their profile.

            You can associate several record types with a profile. For example, a user needs to create hardware and software sales opportunities. In this case, you can create and add both ”Hardware” and “Software” record types to the user’s profile.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Select a profile. The record types available for that profile are listed in the Record Type Settings section.
            3. Click Edit next to the appropriate type of record.
            4. Select a record type from the Available Record Types list and add it to the Selected Record Types list.

              Master is a system-generated record type that's used when a record has no custom record type associated with it. When you assign Master, users can't set a record type to a record, such as during record creation. All other record types are custom record types.

            5. From Default, choose a default record type.

              If your organization uses person accounts, this setting also controls which account fields display in the Quick Create area of the accounts home page.

            6. If your organization uses person accounts, set default record type options for both person accounts and business accounts. From the Business Account Default Record Type and then the Person Account Default Record Type drop-down list, choose a default record type.
              These settings are used when defaults are needed for both kinds of accounts, such as when converting leads.
            7. Click Save.

            Options in the Record Type Settings section are blank wherever no record types exist. For example, if you have two record types for opportunities but no record types for accounts, the Edit link only displays for opportunities. In this example, the picklist values and default value for the master are available in all accounts.

            Note
            Note If your organization uses person accounts, you can view the record type defaults for business accounts and person accounts. Go to Account Record Type Settings in the profile detail page. Clicking Edit in the Account Record Type Settings is another way to begin setting record type defaults for accounts.

            Assign Page Layouts in the Original Profile User Interface

            In the original profile user interface, you can access, view, and edit all page layout assignments easily in one location.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Select a profile.
            3. Click View Assignment next to any tab name in the Page Layouts section.
            4. Click Edit Assignment.
            5. Use the table to specify the page layout for each profile. If your organization uses record types, a matrix displays a page layout selector for each profile and record type.
              Selected page layout assignments are highlighted. Page layout assignments you change are italicized until you save your changes.
            6. If necessary, select another page layout from the Page Layout To Use drop-down list and repeat the previous step for the new page layout.
            7. Click Save.

            See Also

             
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