Select an Event Record Type in Event Builder

If your org uses Salesforce Record Types on the Event object — for example to separate Conferences, Galas, and Webinars, each with their own page layouts, picklist values, and defaults — you can now choose the record type right inside Event Builder, the same way you already can in the Event Wizard.

How it works

On the first step of Event Builder's create/edit flow (Create Event), a Record Type dropdown appears. Pick the record type before you fill in the rest of the details:

1. Open Event Builder and start creating (or edit) an event.
2. On the Create Event step, choose a value from the Record Type dropdown.
3. Fill in the rest of the event details and save.

The record type you pick is saved to the event, and its record-type-specific default field values load for the new event as you build it — so the event starts out with the right defaults for that type.

Good to know

• The dropdown only appears when Event record types exist. If your org hasn't defined any record types on the Event object (beyond the built-in Master), there's nothing to choose and the dropdown is hidden — that's expected.
• All active record types are listed. The dropdown shows every active, non-Master Event record type. It isn't filtered to the record types assigned to your profile, so you may see types your profile doesn't normally use; your org's record-type access still applies when the event is saved.
• Same behavior as the Event Wizard. Event Builder and the Event Wizard share the same underlying step, so the record-type experience is identical across both.

For Salesforce admins — technical reference

• Where it writes: the standard RecordTypeId field on the Event object (conference360__Event__c). No new custom field is involved.
• Control: a dropdown (Lightning combobox) labeled Record Type, on the Create Event step of Event Builder.
• List source: all active record types defined on the Event object except Master. The list is not filtered by the running user's profile assignments — profile-level record-type access is enforced when the record is saved, not in the picker.
• Defaults: selecting a record type loads that type's default field values for a new event.
• Visibility: the dropdown renders only when at least one non-Master record type exists on the Event object.
• Parity: it's the same shared Event Wizard component that Event Builder embeds, so behavior matches the standalone Event Wizard exactly.