How do assign an Account record type to old Account records? I only have like three records so I would like to do it manually. - Answers - Salesforce Trailblazer Community
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Gaby FriedmanGaby Friedman 

How do assign an Account record type to old Account records? I only have like three records so I would like to do it manually.

Best Answer chosen by Gaby Friedman
Benjamin BratcherBenjamin Bratcher
Hi Gaby,

If you are doing it manually, make sure the Account Record Type field is on the page layout. Then navigate to the first account and click on the circular arrows icon. It will then ask you to choose the record type and then you click save.

This article (https://help.salesforce.com/articleView?id=customize_recordtype_considerations.htm&type=5" target="_blank) might be helpful too. Hope this helps!

All Answers

Benjamin BratcherBenjamin Bratcher
Hi Gaby,

If you are doing it manually, make sure the Account Record Type field is on the page layout. Then navigate to the first account and click on the circular arrows icon. It will then ask you to choose the record type and then you click save.

This article (https://help.salesforce.com/articleView?id=customize_recordtype_considerations.htm&type=5" target="_blank) might be helpful too. Hope this helps!
This was selected as the best answer
Gaby FriedmanGaby Friedman
Awesome! Thank you. I was missing that field in the Account Layout.