Salesforce Security Guide
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Assign Custom Record Types in Permission Sets
You can assign record types to users in permission sets.
| Available in: Salesforce Classic (not available in all orgs) and Lightning Experience |
| Record types available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To assign record types in permission sets: | Manage Profiles and Permission Sets |
- From Setup, in the Quick Find box, enter Permission Sets, and 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.