This helps in providing different business processes, picklist values, and page layouts to different users.
If you want to set up some page layouts, but first you need to create record types. Record types determine the business processes, page layouts, and picklist values users have access to.
Scenario:
Create a new account record type called 'Customer Account' and make this available for certain profiles, assign a new layout, allow certain picklist values of Industry field
Steps:
- Setup | click Object Manager and select Account | Select Record Types, click New, and fill in the detail
- Existing Record Type - Master
- Record Type Label - Customer Account
- Description - something...
- Active - Check this to make this record type available
- Select Make Available to give users assigned to this profile the ability to create and clone records of this record type, or assign this record type to existing records. To make the new record type the default for a profile, select Make Default. Users assigned to this record type can still view and edit records associated with record types not available for their profiles.
- Make it available for some profiles like Sales User, System Administrator
- Next
- Select the page layout that users with this profile see for records with this record type. After saving, choose the picklist values that are available with this record type.
- Ensure that the Apply one layout to all profiles radio button is selected | From the Select Page Layout list - select Account Layout| Save.
Suppose you don't want to make certain picklist values of Industry field to this new record type
In the Action column |click Edit next to the Industry field | In the Selected Values list, hold down Ctrl/Command and select Consulting and Education |Click the Remove arrow | Click Save.
Visual: https://www.youtube.com/watch?v=qfpb9U1BkdQ
Resource(s):https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object
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