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Eric Fortenberry
Restricting Record Type of New Accounts
Is there any way to restrict the record type of new record options based on account role? i.e., Sales Team would only have the ability to create new prospect record type accounts.
As Chris said, I would setup custom profiles for the Sales Team and set New Prospect as their default record type for Accounts.
All Answers
Any reasons why you are not doing this via Profile?
As Chris said, I would setup custom profiles for the Sales Team and set New Prospect as their default record type for Accounts.