Customize Groups
- From Setup, enter Groups in the Quick Find box, then select Record Type.
- Click New.
- Choose an existing record type as the basis for the new group type.
- Choose a label and the name of the new record type. The label is what appears when users select a group type and the name is the unique API name.
- Enter a description, which is visible to users.
- SelectActive to activate the record type.
- Select Enable for Profile next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to enable it for all profiles.
- Click Next.
- Choose a page layout option to determine what page layout displays for records with this record type.
- Click Save.