In Salesforce Classic Go to Setup | Manage Users | Profile Select the specific profile. Go to ‘Record Type Settings’ related list Click Edit on the object which you can’t select a record type. Check if there’s other record type added in your profile, if none please add an existing record type or create a record type as needed.
Why can’t I select a record type in Salesforce?
Go to ‘Record Type Settings’ related list Click Edit on the object which you can’t select a record type. Check if there’s other record type added in your profile, if none please add an existing record type or create a record type as needed. In Lightning Experience
Can I change a chatter user to a Salesforce user licence?
Edit: The below answer is still mostly true, but there are exceptions. You can, for example, change a Chatter user to a Salesforce user licence, but you cannot later downgrade that user back to a Chatter user.
What is the default value for Salesforce classic and lightning override?
For Salesforce Classic Override, the value should be “No override (use default)” For Lightning Experience Override, the value should be “Use the Salesforce Classic override”
How do I change the profile of a user?
Navigate to Setup | Administration Setup | Manage Users | Users. 2. Find the User whose Profile you would like to customize. 3. Click the Edit link next to the Username. 4. In the right-hand column of User information, change the Profile to the new Profile.
Why can’t I change my profile Salesforce?
Note: Users are unable to edit their own User profiles and must get assistance from their System Admin to make changes. There may be times when Administrators need to edit their own User Profile and change it from System Administrator to Standard User. Click Setup | Administration Setup | Manage Users | Users.
How do I access profiles in Salesforce?
To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles. In the enhanced profile user interface, the profile overview page provides an entry point for all settings and permissions for a profile.
How do I edit my profile in Salesforce?
From Setup, enter Profiles in the Quick Find box, then select Profiles. Select the profile you want to change. On the profile detail page, click Edit.
How do I switch users in Salesforce?
From Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user’s name.Change the settings as needed.Click Save.
How do I edit access to my profile?
In the user’s Profile, Give Read and Edit permission for that Custom Object, if you need all user’s of that profile will have Edit access. Otherwise, for a specific user, if you want to give Edit permission then use permission set and assign permission set to that user. I tried sharing rule too.
Does permission set override profile?
Does permission set override profile? A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.
Can we edit standard profiles in Salesforce?
NO. We cannot modify “Standard Profiles”. The only way to achieve this is to “Clone” the standard profile, modify the permissions on the cloned profile and assign the cloned profile to the user.
How do I create a new profile in Salesforce?
Create ProfilesFrom Setup enter Profiles in the Quick Find box, and select Profiles.From the list of profiles, find Standard User.Click Clone.For Profile Name, enter HR Recruiter .Click Save.While still on the HR Recruiter profile page, then click Edit.More items…
Can we edit System Administrator profile in Salesforce?
You aren’t able to make changes to standard profiles, but what you can do is clone the profile, by clicking the ‘Clone’ button and then call it whatever you want. If you are the System Administrator, just change your profile to the new cloned system admin profile!
How do I assign a user profile?
0:080:53How to Assign a Profile in Salesforce Lightning #DF17 – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on setup find profiles in setup select profiles click the name of a profile click Edit to seeMoreClick on setup find profiles in setup select profiles click the name of a profile click Edit to see its settings. Set the most restrictive settings and permissions you want for this user.
How do I add users to my profile?
Add or update usersOpen your device’s Settings app.Tap System. Multiple users. If you can’t find this setting, try searching your Settings app for users .Tap Add user. OK. If you don’t find “Add user,” tap Add user or profile User. OK. If you don’t find either option, your device can’t add users.
How do I assign a custom user profile?
Once you are done with the profile setup, assign users to this new custom profile:Hence, navigate to Setup >> Administration setup >> Manage Users >> Users.Click on Edit next to the user.Go to Profile drop-down and select a new custom profile that you just created.Then, click on Save.More items…•