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Hi Trailblazers,

I'm working in a Trailhead Playground to complete the "Customize a Sales Path" module. I've already done the following:

✅ Created a custom Sales Process  ✅ Created a B2B Opportunities record type based on that sales process  ✅ Enabled the record type for my custom profile  ✅ Assigned the page layout for the record type  ✅ Created a Path with Success Guidance and Celebrations  ✅ Verified I have full CRUD permissions on the Opportunity object  ✅ Using Lightning Experience, Sales App, and viewing an existing Opportunity

Issue:  When I open an Opportunity and click the down arrow next to the Edit/Clone/Delete buttons, I don’t see the "Change Record Type" option.

I’ve even created a new opportunity, ensured the layout is assigned, confirmed the record type is active and available for the profile, and still the button does not appear.

Any ideas on what I might be missing?

Thanks in advance!   —Noelia    

2 answers
  1. Jul 17, 2025, 2:36 PM

    Can you go to setup and confirm that you have the button added to the page layout you are using?  

     

    If it is there, confirm there are no filter conditions hiding it.

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