Record Types

Record types offers us different business processes, pick list values, and page layouts with respect to different users.

Creating a Record Type

Records can be created for Standard and Custom Objects

Standard Object: Setup > Customize > Select Any Object > Record Types > New

Enter the details

Existing Record Type: Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose an existing record type to clone its picklist values.

Record Type Label: Premier Account

Record Type Name: Premier_Account (Auto Populates)

Description: Optional

Active: Check to make the record type active for use.

Select the profile for which you want to give record type access.

Next

Assign page layouts:

Assign page layout for this record type that will display for the users with respect to profiles.  

Apply one layout to all profiles: To apply a single page layout for all profiles

If Apply one layout to all profiles is selected

Apply a different layout for each profile: To apply different page layouts based on user profiles

If Apply a different layout for each profile is selected

Save

  

Record Type created with pick list values.

Custom Object: Setup > Create > Record Types > Continue > New Custom Report Type

In spring 15 release record types was added for Assets Object.