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I made a new case record type named at risk. I also made a new page layout named at risk. I assigned the new at risk page layout to the new at risk record type. When I log in with my tech support app in lightning I see the old page layout when I select the At risk record type when making a new case, but when I log into the sales app I do see the new page layout when making a new at risk case. How do i get the new at risk page layout to show up when you create a new at risk case from the tech support app in Salesforce

 

 

#Record Types #Sales Cloud

2 answers
  1. Feb 22, 2024, 8:21 PM

    When I am in the sales app and I click new to create a new case and I select the at risk record type I see the new at risk page layout. When I'm in the Technical Support app and I click new to create a new case and I select the at risk record type I see the layout assigned to the TS page layout.

    How do I fix this so that when I'm in the Technical Support app and I click the new button to create a new case and I select the at risk record type I see the at risk page layout?

    I can see the Technical Support app but I dont see where to include the new At risk things.

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