Published at: 2026-09-17

Create record types

Create and assign Record Types so roles can use different Business Process values and forms in one object.

Overview

In Setup, you can enable multiple Record Types for a Custom Object or Standard Object. Each type has its own field set, required rules, and page layouts.

Before you begin

Requirement	Description
Target object	Create and configure the target object
Business Category plan	Define categories such as Account Complaint, inquiry, and return
Role mapping	Identify which roles use each category
Layout plan	Plan field sets when types need different layouts

Procedure

Step 1: Open Record Type settings

Sign in to Setup as an administrator.
Go to Object Management, and select the target object.
In the left navigation, select Record Type.

[!TIP] The system initially shows one Default Record Type. You can rename this Default Type, but you cannot delete it.

Step 2: Create a Record Type

On the Record Type list, click Create.
Enter the following information:

Setting	Description	Required
Record Type Name	Enter a name, such as Account Complaint	Yes
Role Scope	Select the roles that can use this type	Yes

Click Save.
Repeat these steps for all types.

[!NOTE] Create all Record Types before assigning roles and layouts. This keeps the overall configuration consistent.

Step 3: Configure role assignments and the default type

Verify the available Record Types for each role.
Set the Default Record Type used when a user does not select one.
Verify the fallback behavior:
- A role with no assigned type receives the Default Record Type.
- If all custom types are disabled, every role receives the Default Record Type.

[!WARNING] Disabling a Record Type does not delete existing data. Roles can no longer create records with that type.

Step 4: Match detail Record Types (optional)

For a detail object in a Master-Detail relationship:

This configuration defines the Match Type between primary and detail records.

Open Record Type on the detail object.
Click Match Primary Object Record Types.
Select a primary Record Type and its allowed detail types.
Click Save.

On a combined Form Page, users see only the matching detail types.

Expected results

Check	Action	Expected result
Role restriction	Create a record with an after-sales test role	Only assigned types, such as Account Complaint, appear
Field differences	Select a Record Type	Only fields for that type appear
Master-detail matching	Select primary type A	Detail records offer only types B, C, and D
Default fallback	Remove all custom assignments from a role	The system assigns the Default Record Type