How to create record type in salesforce

In this blog post, we see how to create a record type in the Salesforce lightning CRM.

Record types in Salesforce allow us to have different page layouts, picklist values, and different business processes to different users based on the profile.

Steps

Log in to Salesforce instance > Go to Setup

Go to Object Manager > Select Account object > Click Record Types in the left column navigation items and Click New

Fill in all the details required for the new record type

Make Available – Select this checkbox to make the new record type available for the respective profile

Make Default – Select this checkbox to make the new record type as a default record type for the respective profile. 

(When a user with any profile that has default record type as Customer Account logs into the Salesforce and clicks New button in the Account list view to create a new record, by default Customer Account record type is selected as shown below)

Click Next 

Assign different page layouts for different record types as per your business requirement. 

(If you haven’t yet created multiple page layouts, you can do it later and assign different page layouts to different record types from the page layout assignment button. Setup > Object Manager > Account > Page Layouts > Click Page Layout Assignment button)

Click Save to create the new record type configuration.

Well, the new record type is ready! And you will be navigated to the below-mentioned screen. You can configure the list of picklist values required for the new record type from this screen.

Important considerations

• When you add new picklist values for any picklist field in the object having multiple record types, during the deployment via CI/CD process, in addition to the field element you must include the record type elements as well in the object XML file.
• We can create record types for both standard and custom objects in Salesforce.

Wrap up

We have seen simple steps to create a record type in the Salesforce lightning CRM. Post your comments or queries in the comments section below.

We will discuss how to send an email alert from the lightning flow in the next article.  

Until then…