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Topics#Sales And MarketingJeff Osborne의 질문
Jeff Osborne (Kepler) 님이 #Sales And Marketing에 질문했습니다
2017년 10월 4일 오후 12:49

Create multiple lead record types

I'm looking to create multiple Record Types for leads but unable to select the created Record Types in the app. I have done this already for Opportunities, so am aware of the process. My process was as follows: 

 

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. 

 

Create multiple lead record types
답변 5개
  1. Jeff May
    2017년 10월 4일 오후 12:59
    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.
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