How to Add Filter in the Lead Object allowing the Users to only select Record type (Staff ).

Question

Please help guys. The Record type is custom.

Chandramouli Ray · Accepted Answer

Hi  @Nothando Mthembu https://trailblazers.salesforce.com/profileView?u=0054S000001a15KQAQ ,    Please  Assign  Default  Record Types to Profiles or Permission set . you can check the details steps from this doc:  https://help.salesforce.com/s/articleView?id=sf.ls_assign_record_types_to_profiles.htm&type=5   This video will help you understand how to set record type :  https://www.youtube.com/watch?v=-r02qyyLyPI   Hope this helps.

Madhumitha Narasimhan · Answer

Hi  @Nothando Mthembu https://trailblazers.salesforce.com/profileView?u=0054S000001a15KQAQ  - you might need to look into assigning record types to profiles and all related permission sets. You have to choose Staff is the only available record type. The second link is applicable for assigning record types to both profile in enhanced view and also permission set. Adding just a default record type will not make it the only option to select. You need to remove create access for other record types.  https://help.salesforce.com/s/articleView?id=sf.admin_recordtype.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.users_profiles_record_types.htm&type=5

How to Add Filter in the Lead Object allowing the Users to only select Record type (Staff ).

CRM Configuration

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