Using Custom Account Record Types with the New Record Type Wizard

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To streamline user workflows for commonly-created record types, admins can enable users to create new account records using custom record types in the New Record Type Wizard. Similar to the Parent Account Wizard, a user can create an account and copy one or several addresses to the new account from a list of the active addresses for the initiating account record. As part of the account creation process, a parent-child relationship and affiliation are established between the selected accounts.

For example, Sarah Jones needs to create a call for Dr. Ackerman, who works at Newton Memorial Hospital, but he does not have an account record. To create an account for Dr. Ackerman using the Professional record type, she selects the New Professional button on the Newton Memorial Hospital account page. This enables Sarah to quickly create the new account record and ensure she captures all information required for the record type.

Using Custom Account Record Types with the New Record Type Wizard

Ensure initial configuration is complete before enabling this functionality.

To configure custom account record type buttons using the New Record Type Wizard:

  1. Clone the New_Any_vod S-Control.
  2. Change the queryparam string in the S-Control’s HTML body to replace actype=Any_vod with actype=Record Type Label of custom account record type. For example, actype=Mental_Institution
  3. Create a button on the Account object.
  4. Set the API name of the button to the developer name of the desired record type appended with _New. The name cannot include spaces.

    The _New suffix must have a capital N. Otherwise, the button does not work.

  5. Select the S-Control you created in step 1 as the Content Source for the new button.
  6. Place the button on the appropriate Account page layouts.
  7. Grant the user profile access to the custom Account record type.

Ensure the Label and Name values on the record type match, and ensure there are no spaces in either value. To display a label different from the API name, use the Translation Workbench to change the label displayed in the UI.

Veeva CRM Lightning Ready does not support S-controls. Admins for Lightning Ready orgs should instead configure the NewAccountWithRecordTypeLgtnVod Visualforce page.

Creating Account Records Using Custom Account Record Types

To create an account record of a custom record type using the New Record Type Wizard:

  1. Navigate to the appropriate account’s Account Detail Screen.
  2. Select the New [Custom Account Record Type] button.

  3. Complete the appropriate fields and select Save. For more information on using the New Record Type Wizard, see New Record Type Wizard.