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VidhiVidhi 

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

S ShawS Shaw

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.

VidhiVidhi

ya i have set. bt in picklist  just say it is showing A also.I dont want A

S ShawS Shaw

Do not allow A to Portal Profile.

VidhiVidhi

How can i do this .In profile i have give permission to B only.

S ShawS Shaw

And did you set B as Default as well for PP Profile ?

Raj.ax1558Raj.ax1558

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