I followed the steps in “Creating a Record Type and Page Layout in Salesforce
[Should / 9m / Alex Zarowny]”
So my process has been:
1.) Create sales process called “new opp process”
2.) Create first record type called “new rec type”
3.) Create second record type called “Rec type 2”
4.) i then created a new page layout called “new record type layout”. I have 3 page layouts sales, marketing support).
When trying to configure the page layout assignment no matter what layout I assign to a profile the only layout that appears when i creat a new opp is “new record type layout”,
Secondly I do not have the dropdown box for the option of the different record types.
How do I troubleshoot this?
Resolved the first part – still am not able to select record type 2?
In your video it is mentioned that administrators can’t control the default record type for users. But in profile we can change the default record type for any object under Profile – Record Type Settings ?
You can set the default record type, yes. There is a setting that only the user can control that will bypass record type selection (selecting the default record type).
Thank you !
After creating a record type and new Opportunity I can’t see Opportunity Record Type field (on created record) with option to change record type.
Did you add the record type field to the page layout?
in video for introduction to record type,
@5:46 minute…you show that how user can make record type selection for his landing page, to by pass the selection…in my personal.
Actually i m not able to find that option any ware , can you please guide me.
Under personal user preferences- e.g. https://success.salesforce.com/answers?id=90630000000gtQIAAY
still i m on same page …didn’t find that personal setup …..!
Can you give ma a path …is it in setup page or in My settings..can you also chk if you have same problem like mine …because i tried to chk all the way ..in setup and even in my settings in my personal info…still not able to find it..
You need to have multiple record types enabled for the user on an object for this menu to show up, I believe.
Setup –> My Personal INformation –> Record Type Selection
I see the option for set Defaukt Record type under
under you name select My Settings –>Display and layout —>Set Default Record types.
Just an FYI. If you change from record type A to record type B, record type A pick list values will be retained even if those values are not included with record type B pick list.
Once you update the pick list values to a valid record type B selection, the record type A selections no longer appear on record type B.
Good point- updating the record type does not change the data itself. The same thing will happen if you load non-existent picklist values via the data loader.
Hi, I get an error when loading the video.
Which video? Will double check the section
It would have been helpful to get a primer on sales processes before this content.
The sound is missing!
Sound is working for me…
A couple of questions. First, if I change the record type of an existing record and the value in a picklist is valid only for the original record type, but not the new record type, what happens? Will I be able to save the record with the invalid picklist value, or will I be unable to save?
Second, you indicated that Record Type will have no effect on my ability to see and modify data since that is entirely controlled by Profile and Permission Sets. However, if a record type has a given page layout associated with it, and I don’t have permissions for that layout, then I won’t be able to see and edit the data. Do I understand this correctly?
First, if I change the record type of an existing record and the value in a picklist is valid only for the original record type, but not the new record type, what happens? Will I be able to save the record with the invalid picklist value, or will I be unable to save?
-Good question. I don’t know, would have to test it to validate.
On the second point – mostly. You will always have a page layout assigned – if that page layout does not let the user modify the field then they cannot modify that field through the UI. They could still access/update the data through the API if they have API access.
Firstly, page layouts do not limit picklists. record type does!
Secondly, yes it isnt enforced for a record type (unlike controlling fields)
hope that helps
Question: am I correct in inferring that the page layouts limit picklists for convenience but that this is not enforced? Example: if you pick up one of those older records and select a service sales stage but then choose the product sales record type, they don’t match according to the business process but SF doesn’t care?
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