Activity Forums Salesforce® Discussions How to make the Record type as default in Salesforce?

  • Anjali

    Member
    September 16, 2020 at 6:53 AM

    By using profiles.
    Go to the particular profile and by using Record Type Settings we can make the Record types as default.

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  • Ratnesh

    Member
    September 17, 2020 at 8:07 AM

    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.

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