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How to make the Record type as default in Salesforce?
How to make the Record type as default in Salesforce?
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2 Replies
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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.
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