Question:

Is it possible to set a default picklist value for a specific record type in CRM? How do I do this?

Answer:

Yes, it is possible to set a default picklist value for a specific record type.  It's also possible to select available and unavailable values in a picklist for a specific record type.  This can be accomplished with the following instructions:

1. Log into the CRM org as an administrator.
2. Navigate to Setup --> Object Manager.
3. Drill into the object in question.
4. Choose Record Types in the left page
5. Drill into the record type in question.
6. Click Edit next to the desired picklist in the Picklists Available for Editing related list.
7. Move the desired picklist values for this record type to Selected Values while leaving the undesirable picklist values in Available Values.
8. Set the Default picklist value at the bottom of the page.
9. Click Save.
10. Clear the Veeva Cache.

Related Documentation:

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