Unfortunately, that's not possible since, unlike other settings on permission sets, record types have a default setting and the profile is the only place where we can set that default. In addition, the 'Master' or 'null' record type simply means we won't set any record type when a record is created or edited.
Full Answer
What is permission set in Salesforce?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets.
How to enforce access to objects/Records in Salesforce?
If the user has access via API, VF, Apex, or any other way, they will have access to your record. You should enforce access to your objects/records using CRUD/FLS/Sharing.
How do I add a record type to a permission set?
Select a permission set, or create one. On the permission set overview page, click Object Settings, then click the object you want. Click Edit. Select the record types you want to assign to this permission set. Click Save. How Is Record Type Access Specified?
What is the difference between a profile and a permission set?
The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles. Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets.
Can we hide record types in Salesforce?
Unfortunately, it's not possible to hide those other 2 record types if access is already granted from the profile. I would suggest to remove the access to it from the profile and grant it via permission set so you have more control on people who need access to certain record type.
How do I restrict access to record types in Salesforce?
You can create a new record type and enable it for system admin profile only. Whenever you want to create a record that should be visible to admin only then choose this new record type. Other users will not be able to those records as they don't have access to that record type.
Can record types be enabled on permission sets?
On the permission set overview page, click Object Settings, then click the object you want. Click Edit. Select the record types you want to assign to this permission set. Click Save.
Can we assign record type with permission set in Salesforce?
You can't specify a default record type in permission sets. Master Record Types: In Profiles: You can assign the master record type in profiles, but you can't include custom record types in the profile. In Permission Sets:You can assign only custom record types in permission sets, not master record types.
How do I manage record types in Salesforce?
Create Record TypesFrom Setup, click Object Manager and select Account.Select Record Types, click New, and fill in the details. ... In the Make Available column header, deselect the checkbox.In the Make Available column, select these profiles. ... Click Next.More items...
How do I make a record read only in Salesforce?
We can Achieve this by using workflows rules. First create a new record type as a "Rean only", it has only read only permission to all profiles . next create workflow on status field. if "status" is changed to "Closed" we can update the record type field.
How do I remove record type from profile in Salesforce?
In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience); click into the standard System Administrator profile, scroll down to "Record Type Settings," and click the [Edit] link next to the object which includes the record type to deactivate/delete.
How do I add a record type to a permission set?
Create a new permission set and assign it to that Sales support. When you are in the Permission Set, select Object Settings, for the object (in this case is Accounts), you will see Account: Record Type Assignments and enable Not-normal record type.
How do I enable record types in Salesforce?
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. ... Select the data type to specify that you want to use the default record type whenever you create that type of record. ... Click Save.
How do I assign a record type to a user in Salesforce?
To specify record types and page layout assignments:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.In the Find Settings... ... Click Edit.In the Record Types and Page Layout Assignments section, make changes to the settings as needed. ... Click Save.
How can you tell what profiles are assigned to a record type?
the only way i know how to do this, is to go profile by profile and check the Record Type Settings and see if it's listed.
Can users view records assigned to a record type their profile does not have access to?
Users can view records of all record types so long as they have read access to the object and sharing (at least read) access to the record. The explicit record type settings on the profile controls on which RecordTypes can user create records for, if they have write access on the object.
How to use Apex Managed Sharing?
Using Apex Managed Sharing, you start by setting the object to private (no records are shared by default), then you use the apex code to share based on your logic (with triggers or apex controllers).
Does removing an object from a page enforce access control?
Note: Removing an object from the page layout does not enforce access control to the records/objects. If the user has access via API, VF, Apex, or any other way, they will have access to your record. You should enforce access to your objects/records using CRUD/FLS/Sharing.
Can you separate notes from main record in Apex?
And last, I don't think notes have a special sharing object to be used in Apex Managed Sharing, so you probably can't separate the sharing rules of the main record from it's notes. If you want to do this you will have to create a custom notes object and then use Apex Managed Sharing on it.
What is record type assignment?
The record type assignment simply specifies that the user can use that record type when creating or editing a record.
Can you select a master record type?
Users can’t select the Master record type. Users are prompted to select a record type. Users are prompted to select a record type. In their personal settings, users can set an option to use their default record type and not be prompted to choose a record type.
Can you specify a record type in a profile?
Users can view their default record type and edit record type selection in personal settings. You can’t specify a default record type in permission sets. In Profiles: You can assign the master record type in profiles, but you can’t include custom record types in the profile.
What is permission set?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
How to open permission set overview page?
A permission set's overview page provides an entry point for all of the permissions in a permission set. To open a permission set overview page, from Setup , enter Permission Sets in the Quick Find box, then select Permission Sets and select the permission set you want to view.
Can you have multiple Salesforce profiles?
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles.
