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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. In the Find Settings... box, enter the name of the object you want and select it from the list. Click Edit.

What is page layout and record types?

Page Layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. ... Record Types let you offer different business processes, picklist values, and page layouts to different users.

How do you set page layout in lightning?

From the Object Manager, click Page Layouts. Click Page Layout Assignment. ... Click Edit Assignment. Select the Custom: Sales Profile row. From the Page Layout To Use field, select Energy Audit Sales Layout. Select the System Administrator row.

What is a master record type in Salesforce?

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.

What is a record type 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 is default record type in Salesforce?

All Answers Nallapati. You need to edit all the profiles to change the Default Record Type for that custom object as the record types are already created. Salesforce gives the option to make the record type to default for all profiles in a single page, Only at the time of creation of record type.

How do I create a record type in Salesforce?

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. Select a record type from the Available Record Types list and add it to the Selected Record Types list.

What is record type and page layout in Salesforce?

Page Layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. ... Record Types let you offer different business processes, picklist values, and page layouts to different users.

How do I set the default record type in Salesforce?

From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selectionwhichever one appears. ... Select the data type to specify that you want to use the default record type whenever you create that type of record. ... Click Save.

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