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Zhenyu LiuZhenyu Liu 

Change Record type with two different page layout

Hi team,

My organization has two different record type for account. One is personal, another is business, and they have different page layout. Is that possible to change them record type after they are created? Also could I merge duplicate in both of them?

Thanks
Best Answer chosen by Zhenyu Liu
William TranWilliam Tran
You can use Data Loader to do that.

Here's a good instructional guide:

https://help.salesforce.com/apex/HTViewSolution?id=000005123&language=en_US

Thx

All Answers

Andy BoettcherAndy Boettcher
You can absolutely change the Record Type after record creation either manually or through an automated means such as Workflow, Process Builder, or Apex code.
Zhenyu LiuZhenyu Liu
Thanks Andy, I got what you are saying. But the problem is those two record types are in different page layout. When I click on change, there's no such option for another one.  Do you have any idea on that?
Andy BoettcherAndy Boettcher
You can only assign one Page Layout per Record Type per Profile.  If you want to remove that button - you can clone the existing Page Layout and assign that one to the Profiles you don't want to be able to use it.
William TranWilliam Tran
You can use Data Loader to do that.

Here's a good instructional guide:

https://help.salesforce.com/apex/HTViewSolution?id=000005123&language=en_US

Thx
This was selected as the best answer