Customize a Salesforce Object: Create Record Types

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Study for the Administrator Certification Exam > Object Manager and Lightning App Builder (15%) > Customize a Salesforce Object > Create Record Types

The Rundown

Record types determine the business processes, page layouts, and picklist values users have access to.

Create Record Types

Customer Account라는 Record Type을 만들고, Consulting과 Educaiton은 picklist 목록에서 제외

  1. Setup > Object Manager > Account > Record Types New
    • Existing Record Type: Master
    • Record Type Label: Customer Account
    • Record Type Name: Customer_Account
    • Description: For customers and prospects
    • Active: ✅ (selected)
    • Deselect 🔲 Make Available (Deselect all)
      • Sales User ✅ Make Available
      • System Administrator ✅ Make Available
  2. Next
    • ✅ Apply one layout to all profiles: Account Layout
  3. Save
  4. Industry > Edit
    • Remove Consulting and Education from Selected Values
    • Available Values:
      • Consulting
      • Educaiton
  5. Save

Create a new account record type called Partner Account.

  1. Setup > Object Manager > Account > Record Types New
    • Existing Record Type: Master
    • Record Type Label: Partner Account
    • Record Type Name: Partner_Account
    • Description: For consulting partners.
    • Active: ✅ (selected)
    • Deselect 🔲 Make Available (Deselect all)
      • Partner App Subscription User ✅ Make Available
      • Partner Community Login User ✅ Make Available
      • Partner Community User ✅ Make Available
  2. Next
    • ✅ Apply one layout to all profiles: Account Layout
  3. Save
  4. Industry > Edit
    • Remove all items from Selected Values except:
      • Consulting
      • Educaiton
  5. Save
  6. Type > Edit
    • Remove from Selected Values:
      • Prospect
      • Customer – Direct
      • Customer – Channel.