How do I change the default record type for a profile?

How to Change a User’s Default Record Type or Record Types

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 change the record type in Salesforce?

Select the Profile that is assigned to the Salesforce User connected to ScheduleOnce. From the Record Type Settings section, click Edit next to the Object that you want to modify. From the Record Type Settings Edit for the Object, select the Record Type that you want to make available in ScheduleOnce.

What can a record type control in Salesforce?

Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

How can you deploy record types in permission sets?

From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
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.

Can you set a default record type 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. If the Record Type Selection option isn’t available, your org isn’t using record types or multiple record types aren’t available.

Where is record type settings in Salesforce?

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.

Why can’t I change record type salesforce?

Select the specific profile. Go to ‘Record Type Settings’ related list. Click Edit on the object which you can’t select a record type. Check if there’s other record type added in your profile, if none please add an existing record type or create a record type as needed.

How do I record type in Salesforce?

Where is record type settings in Salesforce 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 you assign a record type to a user?

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 to set default record type in Salesforce?

From the Business Account Default Record Type and then the Person Account Default Record Type drop-down list, choose a default record type. These settings are used when defaults are needed for both kinds of accounts, such as when converting leads. Click Save. Options in the Record Type Settings section are blank wherever no record types exist.

How to set account record type defaults?

Go to Account Record Type Settings in the profile detail page. Clicking Edit in the Account Record Type Settings is another way to begin setting record type defaults for accounts.

How to add record types to a profile?

How to assign record types and page layouts?

You can only select a page layout assignment for the –Master– record type. Click Save. 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.