I have an Account RecordType = Business and a Person Account RecordType = Person.
When I click New Account the only option is Person Account.
What do I need to do to allow me to choose between Person and Business for new accounts?
답변 2개
Hi Michael,
You need to assign the record type to your profile.
Here's the link on how to do it.
https://help.salesforce.com/articleView?id=users_profiles_record_types.htm&type=5