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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.
How to create rule for all users in group?
The “All users” rule is constructed using single expression using the -ne operator and the null value. This rule adds B2B guest users as well as member users to the group. If you want your group to exclude guest users and include only members of your organization, you can use the following syntax:
How do I assign a user to a role?
In the Users assigned to role pane, click Manually assign / exclude users to open the Assign users to or exclude users from role form. Select the users who you want to add to the role. To select multiple users, hold down the CTRL key, and then click each user that you want to add. Click Assign to role to add the users to the role.
How to assign a profile to a device?
You create a profile, and it includes all the settings you entered. The next step is to deploy or “assign” the profile to your user or device groups. When it’s assigned, the users and devices receive your profile, and the settings you entered are applied.
How are record types assigned in enhanced profile?
–Master– is a system-generated record type that’s used when a record has no custom record type associated with it. When –Master– is assigned, users can’t set a record type to a record, such as during record creation. All other record types are custom record types. The page layout to use for each record type.
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 do you assign record types in Salesforce?
After you create record types and include picklist values in them, add record types to user profiles. If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. Users can view records of any record type, even if the record type is not associated with their profile.