salesforce_security_impl_guide

Securing and Sharing Data
Assigning Page Layouts in the Original Profile User Interface
4. Select a record type from the Available Record Types list and add it to the Selected Record Types list to make it available to users
with that profile.
Master is a system-generated record type that's used when a record has no custom record type associated with it. When Master
is assigned, users can't set a record type to a record, such as during record creation. All other record types are custom record types.
5. From the Default drop-down list, choose a default record type.
If your organization uses person accounts, this setting also controls which account fields display in the Quick Create area of
the accounts home page.
6. If your organization uses person accounts, set additional options for the default record types for both person accounts and business
accounts. These settings are used when defaults are needed for both kinds of accounts, such as when converting leads.
• From the Business Account Default Record Type drop-down list, choose a default record type for business
accounts.
• From the Person Account Default Record Type , choose a default record type for person accounts.
7. Click Save.
Options in the Record Type Settings section are blank wherever no record types exist. For example, if you have two record types for
opportunities but no record types for accounts, the Edit link only displays for opportunities. In this example, the picklist values and
default value for the master are available in all accounts.
Note: If your organization uses person accounts, you can view the record type defaults for business accounts and person accounts
in the Account Record Type Settings section of the profile detail page. Also, clicking Edit in that section is an alternative way of
opening the page where you set record type defaults for accounts.
Assigning Page Layouts in the Original Profile User Interface
1. From Setup, click Manage Users > Profiles.
2. Select a profile.
3. Click View Assignment next to any tab name in the Page Layouts section.
4. Click Edit Assignment.
5. Use the table to specify the page layout for each profile. The table displays the page layout
assignments for each profile. If your organization uses record types, a matrix displays a page
layout selector for each profile and record type. Selected page layout assignments are
highlighted. Page layout assignments you change are italicized until you save your changes.
6. If necessary, select another page layout from the Page Layout To Use drop-down list
and repeat the previous step for the new page layout.
7. Click Save.
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To assign page layouts in
profiles:
• “Manage Profiles and
Permission Sets”
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