September 3, 2021

Record Type assigned via Permission Set not working in Salesforce

Default Record Types: 
A user’s default record type is specified in the user’s profile. Users can view their default record type and edit record type selection in personal settings. You can’t specify a default record type in permission sets.
 
Master Record Types:
In Profiles: You can assign the master record type in profiles, but you can’t include custom record types in the profile.
In Permission Sets:You can assign only custom record types in permission sets, not master record types.
 
 
Record Types:


Permission Set: 


Setup 1:
 
Profile:
 
Output:
Execute the below code in Anonymous Window.
insert new Contact( LastName = 'Testing' );


Record Type is Master since the Default as per profile is Master record type.

Setup 2:
Profile:


Output:
Execute the below code in Anonymous Window.
insert new Contact( LastName = 'Testing' );
 

No comments:

Post a Comment