Assign Record Types and Page Layouts in the Enhanced Profile UserInterface
- From Setup, enter Profiles in the Quick Find box, then select Profiles.
- Select a profile.
- In the Find Settings... box, enter thename of the object you want and select it from the list.
- Click Edit.
- In the Record Types and Page Layout Assignments section, makechanges to the settings as needed.SettingDescriptionRecord TypesLists all existing record types for the object.--Master-- is a system-generated record type that's usedwhen a record has no custom record type associated with it. When --Master-- is assigned, users can't set a record typeto a record, such as during record creation. All other record typesare custom record types.Page Layout AssignmentThe page layout to use for each record type. The page layoutdetermines the buttons, fields, related lists, and other elementsthat users with this profile see when creating records with the associatedrecord type. Since all users can access all record types, every recordtype must have a page layout assignment, even if the record type isn'tspecified as an assigned record type in the profile.Assigned Record TypesRecord types that are checked in this column are availablewhen users with this profile create records for the object. If --Master-- is selected, you can't select any custom recordtypes; and if any custom record types are selected, you can't select --Master--.Default Record TypeThe default record type to use when users with this profilecreate records for the object.The Record Types and Page Layout Assignments settings havesome variations for the following objects or tabs.Object or TabVariationAccountsIf your organization uses person accounts, the accounts objectadditionally includes Business Account Default Record Type and Person Account Default Record Type settings,which specify the default record type to use when the profile's userscreate business or person account records from converted leads.CasesThe cases object additionally includes Case Close settings, which show the page layout assignments to use for eachrecord type on closed cases. That is, the same record type may havedifferent page layouts for open and closed cases. With this additionalsetting, when users close a case, the case may have a different pagelayout that exposes how it was closed.HomeYou can't specify custom record types for the home tab. Youcan only select a page layout assignment for the --Master-- recordtype.
- Click Save.