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I need to create a picklist on an object, where i can select record types that are filtered by a lookup field.

Example:

  1. Accounts object has a lookup field for Custom_Object B
  2. Account also has a picklist where I can select "Custom_Object B" record types, that are filtered by the selection in the lookup field.

Any ideas?

1 Answer 1

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Till today, Salesforce OOTB functionality doesn't allow to select recordtypes based on filtered by a lookup field.

Currently, OOTB recordtypes are displayed based on profile permission.

You might need to think for custom development.

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