How do you expose a new record type in the record type picklist?

For Salesforce Objects:

1. Go to the Setup Home page.

2. On the left, go to Extend > Salesforce.

3. Use the Search Bar to locate the Entity for which you want to add a new record type. Click on the Entity.

4. At the bottom, click on the Record Types related-list tab.

5. Click the Import button and select the Record Type(s) you wish to add.

For Magentrix Entities:

1. Go to Setup Home page.

2. On the left, go to Create > Entities.

3. Use the Search Bar to locate the Entity for which you want to add a new record type. Click on the Entity.

4. At the bottom, click on the Record Types related-list tab.

5. Click the New button to a create a Record Type.

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After importing/creating the Record Type, you must update Security Role permissions to make it visible in the Record Type Picklist.

You can control what Record Type different security roles have access to via Magentrix Security Roles:

1. Go to the Setup Home page.

2. On the left, go to Manage > Security Roles.

3. Click on the Role for which you want to expose this Record Type.

4. At the bottom, click on the Record Types tab.

5. Click Edit next to the Record Type and select the Record Type you just created.

6. Click Save.