Skip to main content
Calley Jastrow (NYCRUNS) 님이 #Sales Cloud에 질문했습니다

I have 5 record types for the opportunity object. I know when you first create a record type, you can select which profiles have visibility. I am trying to go back and edit the visibility so not all profiles have visibility on all record types but only the ones they need to see. How do I do this? When I click "edit" the visibility checklist does not appear.

 

#Sales Cloud  #Record Types

답변 2개
  1. 2024년 2월 15일 오후 3:48

    You check each Profile for their Record Type access within each Object's settings.

0/9000