Creating a Record Type

Record types allow you to offer different business processes, picklist values, and page layouts to different users. After saving the new record type, you will be able to customize the picklist values.

To create a standard record type, refer to the standard Salesforce Help.


User Permissions Needed
To create record types for custom objects	Customize Application

Creating an Agreement Record Type

Agreement records type setup allows support for creating and maintaining multiple types of agreements.

To create agreement record types

Go to Setup > Create > Objects.
Click Agreement under the Label column to edit the custom Agreement object. The custom object definition details are displayed.
Scroll down to the Record Types objects. To create a new record type, click New.
Select Master from the Existing Record Type drop-down list to copy all available picklist values, or select an existing record type to clone its picklist values.
Enter a unique Record Type Label.
Enter a Record Type Name. The Record Type Name refers to the component when using the Web services API and prevents naming conflicts on package installation in managed packages.
Enter a description.
Select Active 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 check box in the header row to enable it for all profiles. If each profile is associated with a single record type, you will not be prompted to select a record type when creating new records.
For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the check box in the header row to make it the default for all profiles.
Click Next.
Choose a page layout option to determine what page layout displays for records with this record type:
- To apply a single page layout for all profiles, select Apply one layout to all profiles and choose the page layout from the drop-down list.
- To apply different page layouts based on user profiles, select Apply a different layout for each profile and choose a page layout for each profile.
Click Save to edit the values of the standard and custom picklists available for the record type. Optionally, click Save & New to create another record type.

A new record type is created and a layout is assigned to profiles.

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Creating a Record Type

Creating an Agreement Record Type

Footer Section

Explore