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Georgia2Georgia2 

How do I make a pick list field a certain value based on a record type?

I have two lead record types (Lead and Partner Application) and I want to make to have a pick list field (Lead Type) auto-populate based on what type of record the lead is.

 

 For example, if the record type = Lead, then Lead Type would equal End-User

               and if the record type = Partner application, then Lead Type would equal Channel

 

Ideas for the validation rule?

 

Thanks

flewellsflewells

You can control which picklist values are available for a given record type within each record type's settings.  You also specify the default value for each field for a record type. 

 

For lead record types, go to Setup | Customize | Leads | Record Types.  Click the name of your "Lead" record type, then click Edit for your Lead Type field.  Now you can add the available values for this record type and also set the default value.