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SandrineSandrine 

Steps to take for creation of new record type in an exisitingorg

Hello,

What are the stpeps tofollow, tocreate a new record typein an exsiting org for 2 years.

Thank you for suggestion !
Best Answer chosen by Sandrine
Khan AnasKhan Anas (Salesforce Developers) 
Hi,

Greetings to you!

Please refer to below link for Considerations for Creating Record Types:

https://help.salesforce.com/articleView?id=customize_recordtype_considerations.htm&type=5

To Create Record Types you can follow the below steps:

1. From the management settings for the appropriate object, go to Record Types.
2. Click New.
3. Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose an existing record type to clone its picklist values.
4. Enter a Record Type Label that's unique within the object.
5. 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.
6. For opportunity, case, lead, and solution record types, select a business process to associate with the record type.
7. Enter a description.
8. Select Active to activate the record type.
9. 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.
10. For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles.
11. Click Next.
12. 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.
13. Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New to create another record type.

Reference: https://help.salesforce.com/articleView?id=creating_record_types.htm&type=5

I hope it helps you.

Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.

Thanks and Regards,
Khan Anas

All Answers

Khan AnasKhan Anas (Salesforce Developers) 
Hi,

Greetings to you!

Please refer to below link for Considerations for Creating Record Types:

https://help.salesforce.com/articleView?id=customize_recordtype_considerations.htm&type=5

To Create Record Types you can follow the below steps:

1. From the management settings for the appropriate object, go to Record Types.
2. Click New.
3. Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose an existing record type to clone its picklist values.
4. Enter a Record Type Label that's unique within the object.
5. 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.
6. For opportunity, case, lead, and solution record types, select a business process to associate with the record type.
7. Enter a description.
8. Select Active to activate the record type.
9. 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.
10. For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles.
11. Click Next.
12. 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.
13. Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New to create another record type.

Reference: https://help.salesforce.com/articleView?id=creating_record_types.htm&type=5

I hope it helps you.

Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.

Thanks and Regards,
Khan Anas
This was selected as the best answer
SandrineSandrine
Hello,
Thank you for reply.
How can i change the exisitng records
Khan AnasKhan Anas (Salesforce Developers) 
Please refer to below link and check sfdxfox answer:

https://developer.salesforce.com/forums/?id=906F00000008moiIAA

Regards,
Khan Anas