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BPOOR
How to set a default opportunity record type for a profile?
Hi,
Can some one tell me how to set a default record type for a custom profile? It should be very easy, however, I am not able to do that in our production org. I opened up the profile and went into Object Settings and I found that Opportunity object is not listed there. I went under the Customize ==> Opportunities ==> Record Types and Customize ==> Opportunities ==> Sales Process and I could not find a way to set a default record type for a profile.
Can someone help?
Can some one tell me how to set a default record type for a custom profile? It should be very easy, however, I am not able to do that in our production org. I opened up the profile and went into Object Settings and I found that Opportunity object is not listed there. I went under the Customize ==> Opportunities ==> Record Types and Customize ==> Opportunities ==> Sales Process and I could not find a way to set a default record type for a profile.
Can someone help?
Greetings!
Can you please follow the steps given in the below documentation:
https://help.salesforce.com/articleView?id=admin_recordtype.htm&type=5
Since the Opportunity is the Standard Object it should be available in every profile which you have created.
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri