1) Create multiple Lead Processes in Setup->Feature Settings->Marketing->Lead Processes
2) Create a second Lead Record Type in Setup->Object Manager->Lead->Record Types
3) Added the Record Type to the page layout in Setup->Object Manger->Lead->Page Layours
4) Double checked that the Record Types are available for all user accounts in Setup->Object Manager -> Lead -> Record Types -> Page Layout Assignment
In the application, when I go to change the Lead Record Type I cannot see the multiple Record Types I created, only the default. I've included an image below, there should be multiple Record Types in addition to "Customers" shown below.
5 Antworten
Each user can only select Record Types that they are granted access to in their Profile or Permission Sets. Look at the Profile and/or Permission Sets for the user and make sure the correct set of Record Types are set as 'available' to that Profile or Permission Set.
