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Sales: Record Types Assigned via Permission Sets Do Not Appear in Set Default Record Types

Udgivelsesdato: Jan 29, 2026
Beskrivelse

In Agentforce Sales (formerly Sales Cloud), users may notice that certain objects are missing from their Set Default Record Types menu in Personal Settings, even though Record Types have been assigned via Permission Sets.

This occurs when the user’s Profile is set to “--Master--” Record Type for that object. When this configuration is used, Salesforce assumes no selection is required and hides the object from the default record type settings.

To make the object appear, the Profile must have explicit Record Types assigned (other than Master).

Løsning

To resolve this issue, update the Profile to include multiple Record Types:

Step 1: Disable Enhanced Profile User Interface (Temporary)

  1. Go to Setup
  2. Navigate to User Management Settings
  3. Disable Enhanced Profile User Interface

Step 2: Assign Record Types to the Profile

  1. Go to Setup → Users → Profiles
  2. Select the affected Profile
  3. Scroll to Record Type Settings
  4. Click Edit next to the relevant object (for example, Case)
  5. Move desired Record Types from Available to Selected Record Types
    • Ensure more than one Record Type is selected
  6. Click Save

Result

  • The object will now appear in the user’s Set Default Record Types settings
  • Users can select their preferred default Record Type
Vidensartikelnummer

005299470

 
Indlæser
Salesforce Help | Article