I am on this step:
- From the App Launcher search for and select Service.
- Click the Cases tab.
- Click New.
- Select Billing and click Next
But Billing doesn't pop up when i select New?
#Trailhead Challenges #Salesforce Admin
Hi Lil - that 'pick a record type' screen on New only appears when your profile has 2+ Case record types assigned. So if 'Billing' doesn't show, it is almost always one of these:
1. The Billing record type was not actually created (or is inactive). Check Setup > Object Manager > Case > Record Types - confirm 'Billing' is there and Active. If an earlier step had you create it, that is the step to revisit.
2. It is created but not assigned to your profile. Go to Object Manager > Case > Record Types (Record Type Settings), OR Profile > Object Settings > Cases, and make sure 'Billing' is in the assigned record types for your profile (usually System Administrator).
Key point: the chooser only shows when 2+ record types are Active AND assigned to you. If Billing ends up being the only one assigned, Salesforce skips the picker and just uses it - so keep Billing plus at least one other (e.g. Master) available.
After changing the assignment, hard-refresh and retry the New button.
If this helps, please mark it as the Best Answer so it helps the next person 🙂
