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Vidhi
Record type of partner portal
Hello Friends,
I am having partner portal.In sales force i have created two lead layout. just say A and B. A is for salesforce crm and B is for partner portal.When i am creating the lead from salesforce it is auto matically taking lead record type A. But when i am creating the lead from partner portal i have to select record type from the picklist.
I dont want the record type picklist or just default value B(not editable) .
How can i do the same????????
Thanks
You can set the Default RecordType for Lead in your Partner Portal Profile. This will allow the Portal Users to access only the "B" Record type.
ya i have set. bt in picklist just say it is showing A also.I dont want A
Do not allow A to Portal Profile.
How can i do this .In profile i have give permission to B only.
And did you set B as Default as well for PP Profile ?
Using profile secruity you can achive this -
go to profile that is used for partner portal...
Then click on edit in front of Lead in a Record type section
then select B record type as Select record type.
Now only B record type is accessable on partner portal. Please select right profile for this.
Note: please mark as solution for other user help in a same query.
Thank You,
Raj Jha