Best Practices for System Admins

Configuring Picklist Defaults with Record Types

When using record types and specifying a picklist default at the record type level, make sure to always include that field on the layout. If it's not on the layout, the default will not be set for that picklist field on that locally created record. However, after Pulsar transmits the object create and downloads the record, the server will set it if was not already set.

This is because the metadata that Pulsar queries only contains defaults at the schema and the layout level. The defaults set on a record type are not currently downloaded as the permissions required for this query typically exceed that of a standard user.Â