I have created a new custom picklist for an activity type in the Activity Object. This custom field will appear when clicking the "Log A Call" button under the Activity History related list. However, I only want this picklist to appear on the Lead object. I do not want it to show under Account, Opportunities, etc. Is this feasible? 

Side note: I've created record types under Tasks and have a different page layout for each; one layout has the new custom picklist field and the other one does not. 

When log a call is selected (On any object) it will take you to the page to select a record type and then to the respective page layout. I do not want to expose this screen to my end users so I am looking to see if there is a way to define a default record type based on the object, not on the user profile. 


@Dennis I think Salesforce doesn't allow us to set a default record type on the object level. Like you mentioned its set at the profile level.

Record types let you offer different business processes, picklist values, and page layouts to different users. Create record types for various reasons, like for:

  • Opportunities to differentiate your regular sales deals from your professional services engagements and offer different picklist values for each.
  • Cases to display different page layouts for your customer support cases versus your billing cases.

Create Record Types

1) https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_record_types.htm&language=en

  1. From the management settings for the appropriate object, go to Record Types.
  2. Click New.
  3. Choose Master from the Existing Record Type drop-down list to copy all available picklist values, or choose an existing record type to clone its picklist values.
  4. Enter a Record Type Label that's unique within the object.
  5. Enter a Record Type Name. The Record Type Name refers to the component when using the Web services API and prevents naming conflicts on package installation in managed packages.
  6. For opportunity, case, lead, and solution record types, select a business process to associate with the record type.
  7. Enter a description.
  8. Select Active to activate the record type.
  9. Select Enable for Profile next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to enable it for all profiles.
  10. For enabled profiles, select Make Default to make it the default record type for users of that profile. Select the checkbox in the header row to make it the default for all profiles.
  11. Click Next.
  12. Choose a page layout option to determine what page layout displays for records with this record type:
  13. Click Save to edit the values of the standard and custom picklists available for the record type, or click Save and New to create another record type.
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  • Thanks. I'm still trying to figure out how to have a different set of Activity values based on which object it is on. i.e. Activity list on Opportunities (Call, Email, Text, etc) will vary from the ones on Account (Follow Up, Support, Implementation, etc) – Dennis Aug 27 '18 at 16:27

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