Is there any way we can view the default record type for all the objects custom/standar for a particular profile rather than going on each object and checking its default record type because there are more than 700 objects in our org and it will take forever to do this . Any leads,workaround will be helpful Thanks
2 Answers
You can go to
Setup -> Profile -> System Administrator (can be any profile; Click on this name)
Look under the Record Type Settings section, it will show all the available record type for the object and the default selection for the profile you are viewing.
Edit: I just created 2 record types for Account to demonstrate what I meant. This is for System Administrator profile. If I have more record types for the other objects, it will show there and the default record type will have (default) labelled beside the record type name.
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Hi Prem I am aware of this but is there any way we can see the default record type of all the objects for a particular profile rather than opening one object at a time because there are more than 700 objects . Commented Nov 17, 2023 at 14:58
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1You don’t have to open each object to see the default recordType. If you do the steps above, it will show you the default recordType of the object for the profile your are viewing. For example, let’s say you have 2 recordTypes in Account object called Rt_A and Rt_B and assume Rt_B is the default recordType for System Administrator profile. Now if you, view the profile under Record Type Settings, under Account you can see something like; Account: Rt_A, Rt_B (default). I have edited my answer above to show what I mean in an image form :)– prem22Commented Nov 17, 2023 at 15:49
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Wohoo thanks a ton you saved me from spending lot of hours :) Commented Nov 17, 2023 at 16:16
This article will help if you can't see the custom object on the Profile you are trying to change the record type on. It's rather detailed so for ease of reference I've just included the link.
https://help.salesforce.com/s/articleView?id=000385230&type=1
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1Whilst this may theoretically answer the question, it would be preferable to include the essential parts of the answer here, and provide the link for reference. Commented Aug 27 at 18:09