How do I find record type access for a profile in Salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select a profile. The record types available for that profile are listed in the Record Type Settings section. Click Edit next to the appropriate type of record.
Where is record type settings in Salesforce profile?
To specify record types and page layout assignments:
- From Setup, enter Profiles in the Quick Find box, then select Profiles.
- Select a profile.
- In the Find Settings…
- Click Edit.
- In the Record Types and Page Layout Assignments section, make changes to the settings as needed.
- Click Save.
How to find if users have a record type available to them?
For example, say that you have 2 Case Record Types, ‘Phone Team’ and ‘Web Team’, with both available to your Profile. Let’s make ‘Phone Team’ unavailable to test. Go into your Profile, and scroll down to the Record Types area, and click on Case, and then remove ‘Phone Team’ from the list of available Record Types.
How to assign different record types to different users of the same profile?
The requirement is as: Group A must have only R1 record type and Group B must have only R2 record type assigned to it. It means that while creating a new record, Group A users must be able to create a record of type R1 only and Group B users must be able to create a record of type R2 only.
Can a default record type be specified in a profile?
You can’t specify a default record type in permission sets. In Profiles: You can assign the master record type in profiles, but you can’t include custom record types in the profile.
How to find which login / user has modified the record?
Even in such a case, if the users can directly connect to SQL Server using sql login, then the UpdatedBy column will not be populated securely. Then you should search from Server events who connected from which client to SQL Server computer, then check the UpdatedDate if you have any, etc and that will not give you a certain username at the end.