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Wednesday, October 26, 2022

Salesforce: Record Type on Creation

Background: a user does not see the Record Type prompt when creating a new record.

This is probably caused by:

1. The user profile is not enabled for certain record types of an object

To check this, go to the user profile, not to the object.

Looks for Record Type Settings



If you have Enhanced Profile User Interface enabled, look for Objects Settings, then Record Types and Page Layout Assignments


Additionally, you also can enable record type for certain users with permission set, see this blog.

Note: even if a user can't create a record with a specific record type, because it is not enabled, the user will be still able to access the record, as that is controlled by record visibility.

This scenario (no record type prompt) only happened when there is only 1 record type enabled for the user.

2. The user sets Default Record Type

Go to User Setting, and looks for Set Default Record Type under Display & Layout.

Note: this is not Advanced User Details and is not configurable by the admin, so the admin needs to log in as the user to check.




Reference:

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