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Fabi
Unable to change record type
Hello, I am stuck on something and it's driving me crazy. Would appreciate our help. we have a few Account record types and everytime I create a record, it keeps reverting to the default record type. I check all associated workflows, triggers, page layouts, permisisons.
Thank you!
Thank you!
Setup>Customize>Accounts>Record Types>>This screen will show all Record Types Associated to Accounts and if theyre Active or not
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From Classic after you select 'Record Type B' check the the URL for the Record Type ID to see if it matches the record type Id for 'Record Type B'. For example in my org I select Prospect/Client as the record type then click Continue and the URL will look like this: my.salesforce.com/001/e?retURL=%2F001%2Fo&RecordType=012410000006bPi&ent=Account
After "RecordType=" in the URL it displays the Id, make sure this Id matches whatever you selected. Also, lower on my add new Account page it does confirm my Record Type as Prospect/Client.
One more thing to try if the above replaces that Record Type Id with the one you don't want is to grab the Id of the Record Type you do want and insert it in the URL, press enter, see what happens!
To obtain the Record Type Id go to the Record Types under Account and select the one you need. Look in the URL for the Id, it will say "id=0124......"