What must an administrator do when creating a record type?

When creating a record type, it is essential for an administrator to assign the record type to the appropriate profiles. This step ensures that the designated user profiles can access and utilize the new record type, which is crucial for maintaining the workflow and functionality of the application.

Assigning the record type to profiles determines who within the organization can see and work with this record type, enabling tailored experiences for different user roles. For instance, in a financial services context, different teams such as loan officers or account managers might need distinct record types that align with their specific functionalities or processes.

While creating a new page layout for the record type helps customize how data is displayed, and setting field-level security ensures the right users have access to specific fields, these actions are secondary to ensuring that users are appropriately granted access to the record type itself through profile assignment. Similarly, adding the record type to user records is a necessary step, but it inherently relies on the prior assignment to profiles to take effect properly.

Thus, assigning the record type to the appropriate profiles is a primary and critical action that unlocks the functionality of the newly created record type within the system.