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            Set Record Type Preferences

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            Set Record Type Preferences

            Set an option to automatically insert your default record type when you create records. If you use this setting, you’re no longer prompted to select a particular record type.

            Required Editions

            Available in: Salesforce Classic
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            1. From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears.
              If the Record Type Selection option isn’t available, your org isn’t using record types or multiple record types aren’t available.
            2. Select the data type to specify that you want to use the default record type whenever you create that type of record. Otherwise, leave the box unchecked.

              If your org uses person accounts and you check the Account box, you automatically select the default record type for all account types. You can’t set separate default record type for business accounts and person accounts. If you work with both accounts types, leave the box blank.

              To appear in the available record types list, a custom object must have a custom tab created for it.

            3. Click Save.
             
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