Hello,


Is there a way to determine the default record type for account objects when converting a lead to an Account & Opportunity? In the profiles, we have chosen a specific record type to be the default but im not too sure if this change carries over to the default value of accounts when converting.



Thanks,
MV

Hi All,

In our salesforce environment we can see "Opportunity Team Member" as an object in object manager.
However, we cannot see "Case Team Member"

Some things of note: we can query Case Team members using workbench, and flows can access Case Team Member

Process Builder, Object Manager, and Triggers do not show Case Team member as an option.

Is there an admin setting that must be set to see/use case team member outside of flow/workbench?

Thanks

Hello,


I was wondering if it is possible to prevent a user from creating a task object with a Related To field that is assigned to an account of a specific record type? Tried using validation rules but unfortunately there I cannot find a way to reference the record type of the object in order to create the conditions



Thanks
MV

Hello,


Is there a way to determine the default record type for account objects when converting a lead to an Account & Opportunity? In the profiles, we have chosen a specific record type to be the default but im not too sure if this change carries over to the default value of accounts when converting.



Thanks,
MV