We assign page layouts by Record Type and Profile. We also discuss the setting and implications of the Default Record Type that is set for each Profile.
Record Type Access in Salesforce - Master Record Type Explained - https://youtu.be/GKu2J2Ij1NE
Mike Wheeler Media Youtube Channel - https://www.youtube.com/MikeWheelerMedia
How is record type access specified? - https://help.salesforce.com/articleView?id=permissions_record_type_access.htm&type=0
All right. So we've looked at the Sales Processes that tie into an opportunity and how that coordinates with the different Opportunity Record Types that you create. I also wanted to discuss further the Opportunity Record Type Profile Assignments and as well how that determines which page layout is presented to an end user.
So if I go and click the gear icon here and select Edit Object - that takes me to the Object Manager for the Opportunity object because that's what we were reviewing and we could look at under page layouts the different page layout assignments.
Now we've got four different page layouts here. And if we click on Page Layout assignment, you can see the different Record Types and then what Page Layout is assigned to each Profile.
We have the Profiles here on the left and then the Record Types across the top.
And so remember every Profile has to have every Record Type assigned to a specific Page Layout, whether they have access to that Page Layout or not.
And that's because if they were to be assigned that Record Type later, you would need to have that page layout assignment designated properly.
And so this can be kind of confusing for newer admins because there's a lot of different things that come into play.
Remember there's the Sales Process that ties into the Record Type which is here across these different columns and these can be assigned by Profile.
So if I click on my System Administrator profile for example, I could look at the object's settings for the Opportunity object by going into Object Settings and I'm just showing you different ways of getting to the same thing here at this point.
Selecting opportunities you see before I click on opportunities.
This is what is known as the C.R.U.D. rights on this object - C.R.U.D. is Create, Read, Update and Delete.
And for sake of political correctness nowadays we can't necessarily say KRudd right.
So I'm seeing more of a resurgence of C.R.E.D. rights where it's Create, Read, Edit and Delete.
So as a System Administrator I have full administrative rights - Create, Edit, Delete, View All, Modify All, as you can see you can do just about anything with Opportunities.
Now these other columns here varies by Record Type and Default On has to do with the Tab Setting and the Page Layouts, meaning that for the Opportunity object myself as a System Administrator the Page Layout varies based on the Record Type.
So I click on the Opportunities object you see the different settings around the Object Settings for my Profile on the Opportunity object you see that the Tab Settings Default on we see that I don't have the Master Record Type any longer.
I have assigned to my Profile all three of the Record Types we created and then as well the default Record Type for me is Installation.
Now if I were to edit this, I want to show you one thing to note and I go into this more in a YouTube video I created previously.
Let me show you that and I'll link to that in the resources of this lesson and this is on the Mike Wheeler Media YouTube Channel.
One of the videos that I did and this has been about a year ago is called Record Type Access and Salesforce Master Record Type Explained. I go into more depth about the record type of Master and what that means and what that entails.
And I also highlight as well the help article related to that. I'll link to that also. That explains what you can see or not see depending on if you have the Master Record Type or if you have a Custom Record Type. You can't have both. I wanted you to know that if I tried to select the Master Record Type, I cannot include Custom Record Types.
So I've got to select the Master Record by clicking OK if I want to just assign my profile just the Master Record Type and someone can't select that though because I want to have my custom Record Type created known as Hardware, Installation and Software.
Now you can change the Page Layout Assignments here on a Profile-by-Profile basis.
For example, by selecting them from the dropdown.
You can also change the Default Record Type designation and you can remove or add assigned Record Types at the Profile level also.
And so for example let's say that I did elect to just assign only the Hardware record type to my profile and so therefore I don't have Installation or Software assigned to me any longer.
Let me click Save and let me go back into that Site Install opportunity that had an Installation Record Type.
Even though it's not assigned to my Profile. Now here is this site install example if I refresh.
I should still be able to see the record just because it's not assigned to my Profile doesn't mean that I can therefore not see those actual records.
And this is also why the page layout designation is important is because I am able to view existing records that belong to Record Types that are not assigned to my Profile.
But what that means is I can't create a new opportunity with that Record Type.
So clicking New Opportunity automatically starts the process of me creating a new Hardware opportunity.
And that's because that is the only Record Type that I now have assigned to my profile.
We cancel out of that. I want to go back into my Profile and edit this and change this back now to where I have all three custom Record Types assigned and go back to Installation to be my default Record Type and click Save.
So now we've cover Sales Processes, Record Types and Page Layout Assignments by Profile.
We've even touched on the Master Record Type.
Remember to dive into this YouTube video for Record Type Access and Salesforce - https://youtu.be/GKu2J2Ij1NE
Check out my Youtube channel and subscribe to it for updates.
I am adding more more content and YouTube as well all the time and interviewing students success stories
Reach out to me if you have a success story you'd like to share.
And so now I want to talk more about this path here on the opportunity and how we can adjust or add
a path to an opportunity and we'll do that in the next lesson.