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Data Model

Configure Salesforce Record Types with AI

Record types control the entire UX per business process — which fields appear, which picklist values are available, which layout users see. Setting them up requires cross-referencing profiles, layouts, and picklists across multiple screens.

Manual
20-40 min per record type
With SF Agent
~3 min

The Manual Way

  1. 1Navigate to Object Manager → select object → Record Types → New
  2. 2Set label, API name, and description
  3. 3Select which picklist values are available per record type
  4. 4Assign page layouts per profile per record type
  5. 5Enable the record type for relevant profiles
  6. 6Test record creation with different profiles

With SF Agent

  1. 1Describe the record type and its picklist/layout differences
  2. 2SF Agent generates the record type metadata
  3. 3Picklist value assignments and layout mappings included
  4. 4Profile access configured automatically

Example

You type:

“Create two record types on Case: 'Internal Request' (no Priority field visible, simple layout) and 'Customer Issue' (all fields visible, detailed layout with related lists).”

SF Agent generates:
  • ✓Record Type: Internal_Request (Case)
  • ✓Record Type: Customer_Issue (Case)
  • ✓Page Layout: Case_Internal_Layout (simplified)
  • ✓Page Layout: Case_Customer_Layout (detailed + related lists)
  • ✓Profile Assignment: both available to all profiles

Stop clicking through Setup

Describe your salesforce record types in plain English. SF Agent handles the rest.

Start Free Trial — 30 Days, 15 Prompts

No credit card required for SF Agent. Bring your own API key.

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Configure Salesforce Record Types with AI | SF Agent