I have a question for you, one of my customers works purely in the B2C space so are only using person accounts within salesforce rather than accounts and contacts, so when logging a call, or setting a task, they are using the related to and name fields but don't want to see contacts listed on the name field, they only want to see leads.
Is there a way to do this? Or at least default to leads?
Thanks in advance
Tracy
4 answers
Hi Tracy,
The easiest way will be to remove Contact object access from the profiles who are using this. But if they need access to Contact object, then I am afraid there is no standard way to remove the dropdown.
Thanks
