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Salesforce2015 Record Type Help
Hi Experts,
Our organization having custom object Job.
Organization having below data.
Two record types 1. Direct, 2. Indirect on Job object.
Two profiles 1. Direct, 2. Indirect
As of now Direct profile users accessing only Direct recordtype, and Indirect profile users accessing only Indirect recordtype.
Now I created new profile name as Direct & Indirect. I want to give both record type access to this profile user.
Please anyone help me out.
Thanks in advance.
Thanks,
Manu
Our organization having custom object Job.
Organization having below data.
Two record types 1. Direct, 2. Indirect on Job object.
Two profiles 1. Direct, 2. Indirect
As of now Direct profile users accessing only Direct recordtype, and Indirect profile users accessing only Indirect recordtype.
Now I created new profile name as Direct & Indirect. I want to give both record type access to this profile user.
Please anyone help me out.
Thanks in advance.
Thanks,
Manu
Hi Experts,
Under the profile, click Edit next to the Record Types for the Job object
All Answers
Go to that specific profile, then go to that object and provide both recordtypes..
Thanks
Sandeep
Thanks for quick response.
Please tell me how to check both record types for one profile.
Go To recordtype and then go to pagelayout assignment then add all values for that profile..
Thanks
My requiremwnt like below.
I need to select add two record types for new record.
You can select only one Record Type at a time for a single record. If you want to have a combined feature of Direct & Indirect record types of Job for that profile, create a new record type that has the fields combination of both Direct & Indirect.
Thats what I was telling...go to that object and then go to recordtype and then click pagelayout assignment and provide all profiles..
Hi Experts,
Under the profile, click Edit next to the Record Types for the Job object