how to set a default record type in salesforce

To assign a default record type

1. Go to Setup.
2. On Quick Find box, enter Profile.
3. Open the profile of the user that receives the error.
4. Go to Object Settings.
5. Open "Task" object.
6. Click Edit.
7. Mark the radio button beside the record type you want to set as default.
8. Click Save.

Full Answer

When to use record types in Salesforce?

Used to organize UI pages for your users:

• Which fields, related lists, and Custom links a user’s sees.
• Field properties – visible, read-only and required.
• Page section customizations.

What are the record types in Salesforce?

Record Types in Salesforce . Salesforce Record Types allow us to specify a category of records that display different picklist values and page layouts.. Administrators can associate record types with profiles so that different types of users should see different picklist values and page layouts in the record’s detail page.

How to create record types in Salesforce accounts?

Create a Custom Object. Go to Setup → Object Manager → Create → Click on Custom Object. Give the Object a Label such as Essential Document and a Plural Label such as Essential Documents. The Object Name will fill in automatically. The Data Type should be Text. Later you will be able to use the text for this field to input the name of the ...

How to deploy Salesforce record types?

To summarize:

• Add the object [Component Type: Custom Metadata Type]
• Add the fields [Component Type: Custom Fields]
• Add the data [Component Type: Actual “custom metadata type” Name]

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How do I find the default record type in Salesforce?

Navigate to Setup > Users > Manage Users and select the user. On the user's detail page click on the profile. In the profile, locate the record type settings and edit them to set the default as desired.

How do I assign a default record type to a profile?

From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record.

How do I change the default record type to master in Salesforce?

Kindly follow below steps.From Setup, enter profiles in the quick find box, select Profiles.In profiles, select System administrator profile.Drag down then you will find Record Type Setting section.In that you can see Accounts with edit option.More items...•

How do I assign a record type 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 do I change the Lead record type in Salesforce?

Click Manage Records next to Individual Record Type Mapper. Click Edit next to Individual. Complete the Lead Record Type and Record Type Namespace (Lead) fields with the record type you're mapping to. Note Leave this field blank to use any record type.

How do I change a contact record type in Salesforce?

In Salesforce ClassicGo to Setup | Manage Users | Profile.Select the specific profile.Go to 'Record Type Settings' related list.Click Edit on the object which you can't select a record type.More items...

How do I remove record type as default from all Profiles in Salesforce?

In Salesforce Classic, go to Setup | Manage Users | Profiles (or Setup | Users | Profiles in Lightning Experience). Click the standard System Administrator profile, scroll down to "Record Type Settings," and click the [Edit] link next to the object that includes the record type to deactivate or delete.

How do you assign a record type to a lightning page?

Click an Object from the list. Click on Lightning Record Pages from the left hand panel. Click on the View Page Assignments button in the top right corner. In the Look Up an Assignment box select a value for each of the the available App, Record Type, and Profile picklists.

What is the master record type?

The master record type is a placeholder record type when the system is set up out of the box. As the master record type is a place holder it does not have a record type id. If there are no other record types then you will need to assign the page layout you would like your profiles to use to the master 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.

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What happens after you create record types?

After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit.

What is a master record?

Master is a system-generated record type that's used when a record has no custom record type associated with it. When you assign Master, users can't set a record type to a record, such as during record creation. All other record types are custom record types. From Default, choose a default record type.

Can you view records of any record type?

Users can view records of any record type, even if the record type is not associated with their profile. You can associate several record types with a profile. For example, a user needs to create hardware and software sales opportunities.

Steps to update the record type assigned for the listed profiles

Note: These steps are best done in Salesforce Classic due to URL changes when working in Lightning Experience

Steps to locate Object ID

In Salesforce Classic: Setup | Objects | (Name of the object) | On the URL bar, locate the 15-Digit ID