Record Types Overview
Record types allow you to offer different business processes, picklist values, and page layouts to different users. Record types can be used in various ways, for example:
Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.
Create record types for cases to display different page layouts for your customer support cases versus your billing cases.
Record Type Considerations
Keep the following considerations in mind when creating or changing a record type:
Before creating record types, include all of the possible record type values in your master list of picklists. The master picklist is a complete list of picklist values that can be used in any record type.
The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types. If you remove a picklist value from the master, it is no longer available when creating new records, but records assigned to that value are unchanged.
The following special picklist fields are not available for record types because they are used exclusively for sales processes, lead processes, support processes, and solution processes:
Opportunity Stage
Case Status
Solution Status
Lead Status
You can use these fields to provide different picklist values for different record types by assigning a different process to each record type.
Renaming a record type doesn’t change the list of values included in it.
Person accounts are account records to which a special kind of record type has been assigned. These record types are called person account record types. Person account record types allow contact fields to be available on the account and allow the account to be used in many situations as if it were a contact. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. You can change the name of this record type, and you can create additional person account record types.
You cannot delete all the record types for an object if the object is referenced in Apex.
You cannot deactivate a record type if it is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case.
To create record types for campaign members, from Setup, click Customize | Campaigns | Campaign Members | Record Types.
Record types can only be assigned to campaign members using the Campaign Member Type field on new or existing campaigns. To assign record types to campaign members, add the Campaign Member Type field to the campaign page layout. You must have the Marketing User user permission to change the campaign member type. You can also add a read-only Campaign Member Type field to the campaign members page layout.
The following campaign member picklists are not available for record types:
Status
Salutation
Lead Source
Salesforce recommends creating no more than 200 record types. While there is no limit, organizations may have difficulty managing their record types if they exceed 200.
Deleting a record type also deletes the related sales path.
When users convert, clone, or create records, the following special considerations apply.
When a user converts a lead, the new account, contact, and opportunity records automatically use the default record type for the owner of the new records.
When a user clones a record, the new record has the record type of the cloned record. If the record type of the cloned record isn’t available in the user’s profile, the new record adopts the user’s default record type.
When a user creates a new case or lead and applies assignment rules, the new record can keep the creator’s default record type or take the record type of the assignee, depending on the case and lead settings specified by the administrator.
Record types allow you to offer different business processes, picklist values, and page layouts to different users. Record types can be used in various ways, for example:
Create record types for opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.
Create record types for cases to display different page layouts for your customer support cases versus your billing cases.
Record Type Considerations
Keep the following considerations in mind when creating or changing a record type:
Before creating record types, include all of the possible record type values in your master list of picklists. The master picklist is a complete list of picklist values that can be used in any record type.
The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types. If you remove a picklist value from the master, it is no longer available when creating new records, but records assigned to that value are unchanged.
The following special picklist fields are not available for record types because they are used exclusively for sales processes, lead processes, support processes, and solution processes:
Opportunity Stage
Case Status
Solution Status
Lead Status
You can use these fields to provide different picklist values for different record types by assigning a different process to each record type.
Renaming a record type doesn’t change the list of values included in it.
Person accounts are account records to which a special kind of record type has been assigned. These record types are called person account record types. Person account record types allow contact fields to be available on the account and allow the account to be used in many situations as if it were a contact. A default person account record type named “Person Account” is automatically created when person accounts are enabled for your organization. You can change the name of this record type, and you can create additional person account record types.
You cannot delete all the record types for an object if the object is referenced in Apex.
You cannot deactivate a record type if it is in use by an email routing address for Email-to-Case or On-Demand Email-to-Case.
To create record types for campaign members, from Setup, click Customize | Campaigns | Campaign Members | Record Types.
Record types can only be assigned to campaign members using the Campaign Member Type field on new or existing campaigns. To assign record types to campaign members, add the Campaign Member Type field to the campaign page layout. You must have the Marketing User user permission to change the campaign member type. You can also add a read-only Campaign Member Type field to the campaign members page layout.
The following campaign member picklists are not available for record types:
Status
Salutation
Lead Source
Salesforce recommends creating no more than 200 record types. While there is no limit, organizations may have difficulty managing their record types if they exceed 200.
Deleting a record type also deletes the related sales path.
When users convert, clone, or create records, the following special considerations apply.
When a user converts a lead, the new account, contact, and opportunity records automatically use the default record type for the owner of the new records.
When a user clones a record, the new record has the record type of the cloned record. If the record type of the cloned record isn’t available in the user’s profile, the new record adopts the user’s default record type.
When a user creates a new case or lead and applies assignment rules, the new record can keep the creator’s default record type or take the record type of the assignee, depending on the case and lead settings specified by the administrator.
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