Creating New Record Types

Record Types is a tool provided by Salesforce which helps you to configure different business processes, page layouts, and picklist values. 

Property Record Types available in Rethink are Office, Industrial, Land, Multifamily, Portfolio, and Retail. You also have the ability to create new, custom Record Types. 

 

 

Go to Setup 

 

 

Click on Object Manager 

 

 

Select Property

 

 

Go to Record Type on the left, then click New

 

 

Enter a name for this new Record Type

 

 

At a minimum, fill out the required fields (Existing Record Type, Record Type Label, and Record Type Name). When creating a new Record Type, select Master

 

 

Select Active, then select the profile types this Record Type will be visible to.  Click Next when done.

 

 

Select Property Layout and click Save

 

 

Click on Record Types again on the left and click the Page Layout Assignment button

 

 

Click Edit Assignment and select the appropriate profiles types for the new Record Type by clicking on "Not Assigned" to assign, then click Save

 

 

 

Next, click on Page Layouts on the left and click on the newly added Record Type under Page Layout Name

 

 

Here is where you will add all the fields you want to include in the Record Type.  Simply drag and drop the fields onto the sections below, then click Save.

 

 

 

To ensure it is available for all users or selected profiles, go to Profile Settings in Setup.  

Under the Custom Objects Layout section in each profile type, select Property

 

 

You will see the new Record Type.  Click add to move it to the Selected Record Types to be available for that specific user profile 

 

 

 

Once it has been added, click Save. You have now successfully created and added a new property Record Type. 

 

 

 

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about creating new record types.