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  • Lauren Loughrey
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3 replies

ISSUE: Automatically Changing Record Types

Hello,
Our Org has a problem where the Account Record Type will switch from a Customer (or another type) to Prospect. This is causing users who can only see an Account in the Customer stage to not have access to their Accounts.

This has been happening about once a month since December. 500-1000 Accounts have been impacted by this change. There are no flows or automation rules that are impacting this. Field History Tracking is set up, but doesn't offer much detail except which Record Types changed.

I have logged a case with Salesforce and they were unable to find the cause and pointed to a Developer solution. If anyone has any insight please share!