Introduction to Record Types

23 Responses to “Introduction to Record Types”

  1. mattl October 9, 2017 at 11:32 am #

    Hi John,

    I followed the steps in “Creating a Record Type and Page Layout in Salesforce
    [Should / 9m / Alex Zarowny]”

    So my process has been:

    1.) Create sales process called “new opp process”
    2.) Create first record type called “new rec type”
    3.) Create second record type called “Rec type 2”
    4.) i then created a new page layout called “new record type layout”. I have 3 page layouts sales, marketing support).

    When trying to configure the page layout assignment no matter what layout I assign to a profile the only layout that appears when i creat a new opp is “new record type layout”,

    Secondly I do not have the dropdown box for the option of the different record types.

    How do I troubleshoot this?


    • mattl October 9, 2017 at 11:54 am #

      Resolved the first part – still am not able to select record type 2?

  2. shyam17 June 21, 2016 at 1:47 am #

    Hi John,
    In your video it is mentioned that administrators can’t control the default record type for users. But in profile we can change the default record type for any object under Profile – Record Type Settings ?

    • JohnCoppedge June 22, 2016 at 1:03 am #

      You can set the default record type, yes. There is a setting that only the user can control that will bypass record type selection (selecting the default record type).

  3. hayirina May 28, 2016 at 6:23 pm #

    Hi John,
    After creating a record type and new Opportunity I can’t see Opportunity Record Type field (on created record) with option to change record type.

  4. February 15, 2016 at 12:19 am #

    Hi john,
    in video for introduction to record type,
    @5:46 minute…you show that how user can make record type selection for his landing page, to by pass the selection…in my personal.
    Actually i m not able to find that option any ware , can you please guide me.
    Thank you

    • JohnCoppedge February 16, 2016 at 1:16 am #

      Under personal user preferences- e.g.

      • February 16, 2016 at 3:17 am #

        hi John,
        still i m on same page …didn’t find that personal setup …..!
        Can you give ma a path …is it in setup page or in My settings..can you also chk if you have same problem like mine …because i tried to chk all the way setup and even in my settings in my personal info…still not able to find it..

        • JohnCoppedge February 17, 2016 at 1:53 am #

          You need to have multiple record types enabled for the user on an object for this menu to show up, I believe.

          Setup –> My Personal INformation –> Record Type Selection

          • Ophilia April 1, 2016 at 4:30 pm #

            I see the option for set Defaukt Record type under
            under you name select My Settings –>Display and layout —>Set Default Record types.

  5. jsobrien November 26, 2015 at 8:27 pm #

    Just an FYI. If you change from record type A to record type B, record type A pick list values will be retained even if those values are not included with record type B pick list.

    Once you update the pick list values to a valid record type B selection, the record type A selections no longer appear on record type B.

    • JohnCoppedge December 1, 2015 at 1:54 am #

      Good point- updating the record type does not change the data itself. The same thing will happen if you load non-existent picklist values via the data loader.

  6. sampada.deshpande November 12, 2015 at 6:48 pm #

    Hi, I get an error when loading the video.

  7. hokiefez June 2, 2015 at 1:08 pm #

    It would have been helpful to get a primer on sales processes before this content.

  8. Saman Muhammad February 10, 2015 at 10:24 pm #

    The sound is missing!

  9. Lee Sauer February 9, 2015 at 11:01 pm #

    A couple of questions. First, if I change the record type of an existing record and the value in a picklist is valid only for the original record type, but not the new record type, what happens? Will I be able to save the record with the invalid picklist value, or will I be unable to save?

    Second, you indicated that Record Type will have no effect on my ability to see and modify data since that is entirely controlled by Profile and Permission Sets. However, if a record type has a given page layout associated with it, and I don’t have permissions for that layout, then I won’t be able to see and edit the data. Do I understand this correctly?

    • JohnCoppedge February 11, 2015 at 2:51 am #

      First, if I change the record type of an existing record and the value in a picklist is valid only for the original record type, but not the new record type, what happens? Will I be able to save the record with the invalid picklist value, or will I be unable to save?
      -Good question. I don’t know, would have to test it to validate.

      On the second point – mostly. You will always have a page layout assigned – if that page layout does not let the user modify the field then they cannot modify that field through the UI. They could still access/update the data through the API if they have API access.

  10. Harleen MANN November 22, 2014 at 6:12 pm #

    Hi Jeanne,

    Firstly, page layouts do not limit picklists. record type does!
    Secondly, yes it isnt enforced for a record type (unlike controlling fields)

    hope that helps

  11. Jeanne Busch October 22, 2014 at 7:28 pm #

    Question: am I correct in inferring that the page layouts limit picklists for convenience but that this is not enforced? Example: if you pick up one of those older records and select a service sales stage but then choose the product sales record type, they don’t match according to the business process but SF doesn’t care?

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