-
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
Becoming a Salesforce Expert - Part 1
It is safe to say that you are pondering over whether a future in Salesforce is the correct move for you or not. Perhaps you…
Ensure Growth with Salesforce Implementation Partners
Salesforce is the world’s #1 CRM platform, offering a powerful ecosystem that significantly improves business productivity. It is loaded with exceptional features like lead management, opportunity management, and…
Customer Portal Basics: Solving the Essential Challenges
When you start focusing on the big things it means you are running an enterprise company. You think about the number of customers you have,…
Popular Salesforce Videos
How To: Build A Salesforce Career with This Tool!
Timecodes 0:00 - Intro & Overview 0:57 - Talent Stacker 3:00 - Career Progression 10:08 - Flow is the Future 13:36 - Learn More/Outro If…
Sankey Diagram in Salesforce
A Sankey diagram is a visualization used to depict a flow from one set of values to another. The things being connected are called nodes…
Salesforce Marketing Cloud - Introduction
Watch this video and learn about Salesforce Marketing Cloud. This is an introduction video. If you have any questions or doubts, please let us know…
