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How to Add Fields to Record Type in Salesforce

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Here is a step-by-step tutorial on how to add record type in Salesforce:

  1. Navigate to Setup > Object Manager.
  2. Select the object where you want the field to be available (the one associated with your record types). (Example: Account)
  3. Click on Fields & Relationships in the left pane.
  4. Click on New to create a new field.
  5. Select the Data type and hit Next.
  6. Define the field properties like data type, label, and other relevant settings.
  7. Click Save.

Control Field Visibility on Page Layouts:

  1. Go to Setup > Object Manager.
  2. Select the object again.
  3. Click on Page Layouts.
  4. Edit the page layout(s) associated with your record types.
  5. Locate the newly created field and drag it onto the desired section of the layout for the relevant record type. You can also choose to hide the field on specific record types if needed.
  6. Click Save for each page layout.

Choose the approach that best suits your specific needs for managing data associated with different record types in Salesforce.

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