We have set up a process where when we can merge a prospect into an account, the prospect and account have different record types. However, when we do the merge, the record type doesn't update. Even when we try to manually flip it, it stays with the prospect record type.
What I've already tried:
- Updating record pages, lightning record pages, object settings to make sure that we have access to both record types.
- Making sure the edit button didn't have any VF code that would hinder the flip.
Here is some pictures of what I'm expierencing:
I flip the record type from prospect to default:
It shows up as default when the editor pops up:
But when I save...
It reverts to prospect?
Every time we try to merge as well, it reverts to prospect.
Any suggestions?
1 resposta
HI Angela,
It seems you have some automation doing this. You will need to check workflow rules, process builders, flows and apex trigger on the object and the related class(es).
You could also generate a debug log against your name, recreate the issue, and read the log to see if you can spot the change.
One other thing you could do is to track the record type field, to see if it registers the change.
