How to assign record types in advisee profile?
From Setup, search for and then select Profiles. Click the profile for the users responsible for creating Advisee Record Cases. 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 to assign event record types to profiles?
Assign Event Record Types to Profiles Record Types Page Layout Assignment Assigned Record Types Default Record Type Advising Event Advising Event Layout √ Advising Time Advising Time Layout √ Non-Advising Event Event Layout √ √
How to change field type in SAP SuccessFactors?
To change the field type to any other field type, click on the arrow then click ‘Change type’ as below. Step 6: A window opens where you can change the field type to any other data type. Select any data type and click ‘Change Type’ button.
How to assign record types in advising queue?
Click Object Settings, click the Cases object, and click Edit. Select Assigned Record Types for the Advising Queue record type. For advisors who create queuing cases, it’s a good idea to also set the Default Record Type to Advising Queue. If appropriate for the profile, select Default Record Type for the Advising Queue record type.
How are record types affect record level security?
NOTE: Record types do not influence record level security. Meaning, if a user does not have permission to view/edit an object (or field within that object) in their profile settings they will not have the ability to view/edit that object even if a record type is made available to their user profile.
Can a profile have more than one record type?
Profiles can be associated with one or more record types. This can be done when creating the record type, or later when editing a specified profile. When more than one record type is available you must choose a default for each profile.
When to choose a default record type in Salesforce?
This can be done when creating the record type, or later when editing a specified profile. When more than one record type is available you must choose a default for each profile. The default record type should be the one which is used most often, and will therefore be the primary selection for users.