How do you make a record type default?

How do you make a record type default?

For example, click System Administrator. Click Object Settings, click the Cases object, then click Edit. Select Assigned Record Types and Default Record Type for the Advisee Record record type. Save your changes.

How do I give access to record types in Salesforce?

1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
2. Select a permission set, or create one.
3. On the permission set overview page, click Object Settings, then click the object you want.
4. Click Edit.
5. Select the record types you want to assign to this permission set.
6. Click Save.

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. In Permission Sets:You can assign only custom record types in permission sets, not master record types.

How to add record types to a profile?

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.

How are record types specified in permission sets?

In Permission Sets:You can assign only custom record types in permission sets, not master record types. This chart includes examples of what happens when users create records with different combinations of record type assignments. The new record is associated with the custom record type.

How is record type specified in Salesforce security?

Lead conversion default record types are specified in a user’s profile for the converted records. Record type assignment on a user’s profile or permission set (or permission set group) doesn’t determine whether a user can view a record with that record type.