How to Create Record Type in Salesforce

Think about How to Create a Record Type in Salesforce?  Read the complete blog on How to create a record type in salesforce and I will also explain, how to create a new opportunity record type in salesforce. Also, we will cover these topics.

• What is the record type in Salesforce
• How to create record type in salesforce
• How to create record type in salesforce lightning
• How to create record type in salesforce classic
• How to create a new opportunity record type in salesforce
• How to create a new campaign record type in salesforce

What is the record type in Salesforce

The record type in salesforce is a data type that is used to handle some different bits of data as one unit and these units are known as a variable of the record type. A data value or variable for a record type is known as a record.

Before moving forward if you are thinking about What is the record type in salesforce? In this section, we have explained What is record type in the salesforce.

Record type in salesforce is defined as in which the user can describe the several sets to customize the picklist. It can be generated for all objects such as Standard objects and custom objects.

Every record type will use several business processes. It will involve the picklist values used for the field on the object.

Some important use cases of record type:

• The record type shows the different page layouts for objects based on user requirements.
• It also displays the various picklist value based on the requirement.

So, with this, we understand What is the record type in salesforce.

Read How to a Create Custom Field in Salesforce

How to create record type in salesforce

Record type in salesforce permits us to advise option list values, and page layout to different users. For the same object, the report type gives a separate UI and permits the multiple-page layout.

Here we are creating the record type under the expense object of the Furniture shop that is based in the State of USA, NewYork, 42381-4689.

Do you want to know how to create a record type in the salesforce? Follow these steps:-

Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.

Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object.

Step 3: After selecting the Expense object, click on the Record Types that are present in the left sidebar.

Step 4: After clicking on the Record Types option, Go to the New button and click on it.

Step 5: After clicking on the New button the New Record Type Page is open, Here we are entering the Record Type label and Record Type Name and then click on the check box Make available after that click Next.

Step 6: After clicking on the Next, the Record Type Furniture Page is open and you can see that the Furniture record type is created and below the Picklists are available, you can also edit this picklist.

Step 7: After creating the record type click on the save button and our record type is saved.

This is how we understand How to create record type in salesforce.

Read How to Create a Campaign in Salesforce

How to create record type in salesforce lightning

Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a broad variety of options.

Here we are creating the record type under the expense object of the Stationary shop that is based in the USA states.

Wondering how to create a record type in salesforce lightning? Follow these steps:

Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.

Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object.

Step 3: After selecting the Expense object, click on the Record Types that are present in the left sidebar.

Step 4: After clicking on the Record Types option, Go to the New button and click on it.

Step 5: After clicking on the New button the New Record Type Page is open, Here we are entering the Record Type label and Record Type Name and then click on the check box Make available after that click Next.

Step 6: After clicking on the Next, the Record Type Stationary Page is open and you can see that the Stationary record type is created and below the Picklists are available, you can also edit this picklist.

Step 7: Here we are editing the Seller Detail, click on the edit option you can see that the Record Type Edit Seller Detail page is open.

And you select an item from the Available values and add it to the Selected values list to include it as a picklist value for this record type after editing the detail click on the save option.

So with this, we understand how to create record type in salesforce lightning.

Read How to Create Records in Salesforce

How to create record type in salesforce classic

Salesforce classic is the traditional user experience of Salesforce and it has a simplified interface that is easy to use. Before the Salesforce lightning, the Salesforce classic was the only experience that was introduced.

Here we are creating the record type under the expense object of the Electronics shop that is based in the USA states.

Do you want to know how to create records in salesforce classic? Follow these steps:-

Step 1: Go to the setup, then click on create dropdown option. Under the create option there is an object, click on the Objects.

Step 2: After clicking on the objects option, click on the Expense object that we have already created.

Step 3: After clicking on the custom object, Go to Record Types and click on the New button.

Step 4: After clicking on the New button, the New Record Type Page is open, Here we are entering the Record Type label and Record Type Name and then click on the check box Make available after that click Next.

Step 5: After clicking on the Next, the Record Type Electronics Page is open and you can see that the Electronics record type is created and below the Picklists are available, you can also edit this picklist.

Step 6: Here we are editing the Item Name, click on the edit option you can see that the Record Type Edit Item Name page is open.

And you select an item from the Available values and add it to the Selected values list to include it as a picklist value for this record type after editing the detail click on the save option.

This is how we understand how to create a record type in salesforce classic.

Read How to Export Contacts from Salesforce

How to create a new opportunity record type in salesforce

Here we are creating a new opportunity record type of Miscellaneous shop that is based in the State of United Kingdom.

Do you want to know how to create a new opportunity record type in the salesforce? Follow these steps:-

Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.

Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object.

Step 3: After clicking the opportunity, go to Report Types which are present in the left sidebar.

Step 4: After clicking on the record type, the record type window is open. Under the Record Types window there is a New icon, click on the New icon.

Step 5: After clicking on the New icon, the detail page of the New Record Types is open, Enter the given details and then click on Next.

Step 6: After Entering the Records, click on Next, Next, and then save. After saving the record, you can see that the details that we filled in are shown on the page.

This is how to create a new opportunity record type in salesforce.

Read How to Create Document in Salesforce

How to create a new campaign record type in salesforce

Campaign in the set of activities to aware the target audience of a new or improved version of your products or services. 

Here we are creating the record type under the expense object of the Travel agency that is based in the USA state, of California, 03635-4264.

Do you want to know how to create a new campaign record type in the salesforce? Follow these steps:-

Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.

Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object.

Step 3: After selecting the Campaign, click on the Record Types that are present in the left sidebar.

Step 4: After clicking on the Record Types option, Go to the New button and click on it.

Step 5: After clicking on the New button the New Record Type Page is open, Here we are entering the Record Type label and Record Type Name and then click on the check box Make available after that click Next.

Step 6: After Entering the Records, click on Next, you can see that the New Record Type Campaign Page is open where we can select the page layout that users with this profile see for records with this record type.

Here we are selecting Apply one Layout to all profile checkboxes and clicking on the save button.

Step 7: After clicking on the save button, the Record Type Travel Page is open and you can see that the travel record type is created and below the Picklists are available, you can also edit this picklist.

So, with this, we understand how to create a new campaign record type in salesforce.

Read: How to create Lead Record Type in Salesforce

Conclusion:

In this tutorial, we have learned how to create a record type in salesforce, and also we have covered how to create a new campaign record type in salesforce. This can be performed on both salesforce lightning and salesforce classic.

Also, we have covered these topics:

• What is the record type in Salesforce
• How to create record type in salesforce
• Create record type in salesforce lightning
• How to create record type in salesforce classic
• How to create a new opportunity record type in salesforce
• Create a new campaign record type in salesforce

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