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Why would you create different record types in Salesforce?
According to Salesforce documentation: “Record types let you offer different business processes, picklist values, and page layouts to different users. Having these two types of accounts as different record types makes it possible for different fields to be tracked on each.
How do I assign a record type to all profiles in Salesforce?
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 record types in Salesforce?
After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. Users can view records of any record type, even if the record type is not associated with their profile.
How to create a Salesforce.com Developer profile?
1 From Setup, enter Profiles in the Quick Find box, then select Profiles. 2 Select a profile. 3 Click Edit next to the appropriate type of record. 4 Select a record type from the Available Record Types list and add it to the Selected Record Types list. 5 From Default, choose a default record type.
How to assign record types and page layouts?
In the Find Settings… box, enter the name of the object you want and select it from the list. Click Edit. In the Record Types and Page Layout Assignments section, make changes to the settings as needed. Lists all existing record types for the object.
How do I change picklist values in Salesforce?
If you use record types, select any record types that you want to include the new values. Click Reorder to change the sequence of picklist values. Click Replace to change the values of picklist fields in existing records. Click Printable View to open an easy-to-print list of your picklist values.