Organizing finances and assigning a number to each record type

How do you assign record type to all profiles?

Assign Event Record Types to Profiles

1. From Setup, search for and then select Profiles.
2. Click your support staff profile.
3. Click Object Settings, click the Events object, and click Edit.
4. Assign the Support Event, Support Time, and Non-Support Event record types as shown in the table. …
5. Save your changes.

Which record type is assigned to which profile?

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record.

How do you assign a compact layout to a record type?

Each record type can have only one compact layout assigned to it.

1. From the management settings for the object that you want to edit, go to Compact Layouts. …
2. Click Compact Layout Assignment.
3. Select a compact layout to use as the primary compact layout for this object.

When should an org consider using record types?

Record types allow you to associate different business processes and subset of pick list value to different users based on their user profile. They are used to drive which page layouts users see when viewing records, based on their user profile.

What is the master record type?

The master record type is a placeholder record type when the system is set up out of the box. As the master record type is a place holder it does not have a record type id. If there are no other record types then you will need to assign the page layout you would like your profiles to use to the master record type.

Can we assign different Pagelayout of the same record type?

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. You can’t specify custom record types for the home tab.

What are record types in Salesforce?

“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

What must an administrator do when creating a record type in Salesforce?

When creating a new record type admins must activate the record type, assign the record type to profiles, and assign page layout(s) to the record type.

How many record types is too many?

Salesforce recommends that you do not use too many record type objects. It limits the ideal number of record types to 200.

How do you assign a support process to a record type?

Click Fields & Relationships, then click Type. In the Case Type Picklist Values section, click New. Enter these values, each on a new line.



Now create a product support process.

1. From Setup, enter Support Processes in the Quick Find box and select Support Processes.
2. Click New and complete the field details. …
3. Click Save.

What is a record type in records management?

Any papers, books, photographs, magnetic tapes, machine readable materials, microfilm, or other materials which document official actions, decisions, policies or procedures.

How do I assign a record type to all profiles in Salesforce?

To specify record types and page layout assignments:

1. From Setup, enter Profiles in the Quick Find box, then select Profiles.
2. Select a profile.
3. In the Find Settings… …
4. Click Edit.
5. In the Record Types and Page Layout Assignments section, make changes to the settings as needed. …
6. Click Save.

How do I change the default record type for all profiles in Salesforce?

1 Answer

1. Download all of the profiles. This is easy since the wildcard operator works with Profiles.
2. Open each file (they’re XML), find the entry, and update it. It will look like this: true MyObject.NewDefaultType …
3. Upload the new metadata.

How do I change the default record type for Chatter profile?

Go to sysadmin profile. Scroll down to record type settings and click on the edit link for changing the record type of the object concerned. This will open the record type edit page for the object, for sysadmin profile.

How do you deploy record types in Salesforce using package XML?

How to move record types using Apache ANT tool in Salesforce?

1. Execute the below Query in https://workbench.developerforce.com. …
2. Copy the result in an excel file.
3. Use Concatenate excel function to create like below. …
4. Copy all the concatenated SobjectName.DeveloperName in the package.xml like below. …
5. Retrieve and then deploy.

How do I remove record type access from chatter profile?

3) To remove references from Profile, go to Profile > Search for ‘Record Type Setting’ > Edit and Update default record Type. Issue comes when we are trying to remove references from Chatter Free User Profile, Chatter External User Profile, Chatter Moderate User Profile.

What happens when you deactivate a record type in Salesforce?

Deactivating a record type doesn’t remove it from any user profiles or permission sets. Deactivating a record type means that no new records can be created with the record type. However, any records that were previously created with the record type are still associated with it and with its associated page layout.

What happens when you delete a record type in Salesforce?

Quote: Once we try to delete it we can see that we can only delete it if it's an inactive. Record type so we get back to our record type.

Can we delete record types in Salesforce?

In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience); click into the standard System Administrator profile, scroll down to “Record Type Settings,” and click the [Edit] link next to the object which includes the record type to deactivate/delete.

Can a record type have more than one page layout?

Each with different sales stages and Page Layouts. This means that with Record Types you can now apply multiple Page Layouts per object, per user profile.

What are record types in Salesforce?

“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

Can you delete record types?

Click the standard System Administrator profile, scroll down to “Record Type Settings,” and click the [Edit] link next to the object that includes the record type to deactivate or delete.

How do I change a contact record type in Salesforce?

To start, open any Individual Contact. With the Individual Contact record open, click the drop down arrow in the actions menu. Then select ‘Change Record Type’.

How do I delete a record in Salesforce?

Delete Records

1. Find and open the record you want to delete.
2. Click Delete.

How do I delete a record page in Salesforce?

To delete a page or page variation:

1. In Experience Builder, open the Pages menu.
2. To access the Page Actions menu, click .
3. To delete a page, click Delete Page. …
4. To delete page variations (if available), open the Page Actions menu and click Page Settings.
5. Open the Page Variations tab.

What is the difference between page layout and lightning record page?

Lightning page layouts are specific to Lightning Experience, while standard page layouts are more “classic” oriented, however, will display in LEX. You will find that Lightning page layouts do not support the same elements as the ones in classic page layouts, for example: Expanded lookups.

What are Lightning record pages in Salesforce?

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page.