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Topics#Sales CloudBrandy Bland's Question
Brandy Bland (Independent) asked in #Sales Cloud
Nov 6, 2020, 8:59 PM

Trouble getting through Change Record Type in the Customize Opportunity Stages

I get through to the very end where I need to change Opportunity Record Type to B2B Business and I get a pop up stating: " You don’t have access to any other Opportunity record types. Contact your Salesforce administrator for help.

 

Existing picklists aren’t updated when record types change. You’ll need to change picklist values manually." 

 

I am so confused, wasn't that what we set up in the beginning of the project?  Any ideas?  

 

Thanks in advance
16 answers
  1. Michael Jung (Malleus Group)
    Nov 6, 2020, 11:26 PM
    Hi Brandy,

     

    Have you checked that you've enabled the 'B2B Business' Record Type for the Standard User and System Administrator profiles? 

     

    Go to Setup>Profiles and then check both profiles. You'll have to scroll down a bit, but you should see which record types are available for the respective profile.
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