-
How to make the Record type as default in Salesforce?
How to make the Record type as default in Salesforce?
-
2 Replies
-
By using profiles.
Go to the particular profile and by using Record Type Settings we can make the Record types as default. -
From your personal settings, enter Record Type in the Quick Find box, then select Set Default Record Types or Record Type Selection—whichever one appears. ...
Select the data type to specify that you want to use the default record type whenever you create that type of record. ...
Click Save.
Log In to reply.
Popular Salesforce Blogs
Why Need Salesforce Consulting Services For Your Business
Salesforce Consulting Services: Empowering Companies for Success during the Electronic Age In the present rapidly evolving enterprise landscape, harnessing the strength of technological know-how is…
How to use Amazon AppFlow to transfer data between Salesforce and AWS
Managing the flow of data between AWS and Software-as-a-Service SaaS applications like Salesforce can be difficult, time-consuming, and expensive. Developers can often spend months writing…
Troubleshooting and Debugging Salesforce orgs in The Welkin Suite
Even though Salesforce has always been an innovative platform, just a couple years ago our troubleshooting options seemed as they were much more closer to…
Popular Salesforce Videos
What's Up with What'sApp? | Explained by Salesforce
With over 2 billion users, WhatsApp is the world’s most popular messaging app. WhatsApp channels are supported by Digital Engagement for Service Cloud. You can…
Salesforce Platform Developer 1 Certification Training | Salesforce Training Video
This Salesforce Training Video will give an overview of Salesforce Certification Training by explaining what is Salesforce, Why we need Salesforce, Salesforce Career opportunities and…
Salesforce Certification Training | Salesforce Training Videos for Beginners
This Salesforce Administrator & App Builder certification Training course is designed to ensure that you learn & master the concepts of Salesforce Administrator & App…