I'd like to auto-populate the required "Contact" field in Opportunities>Related>Accounts.  https://www.screencast.com/t/sEV76Cmx  I found some hacks but not sure if that's the best course of action.  This article had an alternative solution but I can't seem to make it work with need parameters.  I wonder if I could set a predefined Field Value to autofill the contact field?

Ideally, the Opportunities>Related tab>Affiliated Accounts>Contact name field would remain blank if a contact is not selected from the list. Alternatively, a default entry of "unknown" would work also.  I need a step by step—this is unfamiliar ground to me....

Hi All,

 

I have created a Record Type for Opportunities. I have decided against using a Record Type so I now want to delete it.

I clicked Del and it lists the profiles that are using the RT. I have edited each profile, resetting the Record Type back to Master.

 

This works except for Standard Platform User. This profile does not have an option to set the RT for the Opportunities object. Opportunities is not listed at all for this profile.

 

I am now stuck with an unwanted RT. I can't delete it as SF says the profile is using it as the default.

 

Any ideas?

 

Thanks.

 

 

- Andy