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Tammy Luckett 3
How do I make custom record types visible to all users?
I have created my first custom record type under leads (and the same new record type under accounts and contacts). While our sales people can see that new type when creating a new lead, that lead is then invisible to them. How do I make it so they can see the new record? I created a new view in leads to show the new record type - only those of us with admin privileges can see anything in that view. In every profile, it shows the new record type under "record type settings", but the problem continues. What am I missing?
Please verify if the OWD for Lead object is set to private,then records will be only visible (and editable) to users who own the record, assuming they have access to read and/or edit via profile or permission sets.
All Answers
You should guide the users to create their own list view, or create a list view which is visible to all.
Check the OWD for Lead object in your org and the objecft level permissions granted to that users profile.
Please verify if the OWD for Lead object is set to private,then records will be only visible (and editable) to users who own the record, assuming they have access to read and/or edit via profile or permission sets.