Record types allow you to offer different business processes, picklist values, and page layouts to different users.

learn more… | top users | synonyms

1
vote
1answer
43 views

Why is Apex Trigger being blocked by Validation Rule when Record Type ID has been specified

In each of my validation rules I have specified a list of Record Type IDs which the rule should apply to. AND( OR( RecordTypeId = '012700000005r08', RecordTypeId = '012700000005qzy', RecordTypeId ...
0
votes
1answer
46 views

Update Parent Object with Child Objects

I have 4 record types, 3 (Service, Access and Equipment orders) are child, and the parent is (customer Orders) When a date is updated in one of the child obejcts, I would like that date to be ...
0
votes
3answers
23 views

Compiler reports invalid assignment on RecordType Query in Apex Class

I have a very simple query in a fairly simple class that is called from a trigger. The compiler is complaining on this singular LOC in the class: String recordTypeName = [Select Name from ...
0
votes
0answers
17 views

opportunities not able to see

issue:user unable to see opportunities in salesforce whereas opportunity owner name updated wrongly through batch job I have observed opportunity owner is updating wrongly in opportunity detail page. ...
0
votes
0answers
18 views

Change Recordtype without Recordtype assigned to profile

Use Case We have RecordType ABC and RecordType DEF. RecordType ABC should be assigned to Profile A but Recordtype DEF should not. Like this, when a user assigned to Profile A creates a record, he/she ...
0
votes
2answers
27 views

When clicking Save&New, choose record type

I have a related list on my object. My Child object has two record types. The record type of the child depends on the record type of the parent, so my button does that correctly. My problem is this: ...
1
vote
0answers
25 views

Record Type selection not working with inlineedit Visualforce page

I have a Visualforce page with inlineedit enabled. I need to use this rather than the standard Salesforce edit page for reasons I won't go into here. <apex:page standardController="Contact"> ...
1
vote
1answer
39 views

Metadata Api: Unable to update to active values for picklist in record type

I am trying to update the record type to move the picklist values to the 'active values' . I am using the metadata api. Below is my code where Scope_Of_Services_Tasks__c is the name of object , ...
0
votes
1answer
35 views

Importing RecordType as test data with Test.loadData()

I am trying to import some test data before tests with a csv file and the Test.load() method. I am not being able to figure out how to declare the load method for the RecordTypes I have in a file. ...
0
votes
1answer
21 views

Test Method Failure: RecordTypeId doesn't appear to return properly

I've written a method to identify any lead inserted to 2 specific queues and set the record type accordingly - which is different than the expected API user's default. I've debugged line by line ...
0
votes
1answer
106 views

UI Field Access Certification Question

Was wondering if I can get some veteran developers to weigh-in on the answer to this question: A user can only see the fields A, B, and C on a record of Object X until the Stage field value on the ...
1
vote
1answer
28 views

How do I dynamically reference a Record Type ID in a Custom Setting?

I am building an application that I hope to sell on the AppExchange. On that application, I am building three custom "new record" buttons on a related list (parent and child objects are both custom ...
0
votes
2answers
58 views

Enabling Territory Reports in Territory Management 2.0

We have enabled Territory Management 2.0 in our Salesforce org. However, we cannot find the Territory Reports as described here: ...
1
vote
2answers
164 views

Apex Trigger to Update Record Type Based on Field Value

I have been working on building a trigger that would allow my users to use a single Intake Form which would then change the record type based on the values they provide on the Intake Form page layout. ...
-1
votes
1answer
40 views

Salesforce Picklist If Formula

I need some help. I need to create a formula to say If field “Type” = Email, then field Nature_of_Meeting__c is not required. If “Type” Is any other value then Nature of Meeting is required. Field ...
2
votes
1answer
16 views

Detail List Button - need to define record type

I have two custom objects: **Cov__c** Risk__c: Picklist (Terr, Prop) **Add__c** Cov__c (Master Detail Lookup) I have created a detail button for Add__c, which I want to make visible on the ...
0
votes
1answer
54 views

picklist value filters in list view showing all values despite record type

I have set a support process with different values for a picklist field based on record type. RT x shows only values 'a', 'b' and 'c' for field__c and RT y shows only values 'aa', 'bb' and 'cc' for ...
0
votes
1answer
67 views

Choose record type based on picklist value

I have a custom object Cov__c and I have a picklist on that object Risks_c. I have another custom object Address__c, which is a child of Cov__c. I have two record types for Address__c because I need ...
0
votes
0answers
58 views

Salesforce 1 new event don't show the record type selection

When I set up record types for the event , I can choose my record types from the desktop , however when I test the salesforce 1 , after I click the new event button the app directly jump to the edit ...
1
vote
2answers
41 views

Different Page Layouts from picklist

I am trying to create 2 different Page Layouts depending on picklist. For example. 1.If One value from that picklist is selected Active or Active with Dev. Work Only Then the section Publisher ...
0
votes
0answers
29 views

How to Contact Record Type based on updated Campaign Member Status value?

We often need to access a different mix of fields for different steps our process -- steps we have reflected in the Campaign Member Status field. As a result, I'd like to trigger a record update in ...
1
vote
1answer
31 views

Which permission is required to edit Record Type field?

Which permission is required to edit Record Type field on a object?
4
votes
5answers
217 views

How do you use the developers Name instead of hard coding RecordTypeID? Thanks!

How do you use the developers Name instead of hard coding RecordTypeID? Thanks!
3
votes
1answer
134 views

Test Class not covering the execute method

This batch class is to set the recordtype when it is null. global class ContactBatch implements Database.Batchable<SObject> { global String query; global Database.QueryLocator ...
2
votes
0answers
48 views

Get Stages for Particular Opportunity Record Type via REST

So I need to get the Stages for a specific Opportunity Record Type (as defined by the associated Sales Process). Now I can get it by calling for the describe layout action on that record type and ...
0
votes
2answers
45 views

Batch class to set the recordtype

This batch class is created to set a recordtype to the records having NULL recordtypes. But it throws an error FATAL_ERROR System.NullPointerException: Attempt to de-reference a null object in line ...
1
vote
0answers
144 views

Cannot assign default record type ID to a new record

Using the SObjectDescribe mechanism to find record types I find that the Default Record Type ID for my SObject is the Master Record Type ID (012000000000000AAA). If I try to insert a row with this ...
4
votes
1answer
55 views

How do I distribute Record Type Assignments when packaging Permission Sets?

I'm trying to create a Managed Package that relies entirely on Permission Sets. No profiles! In my head, Profiles are really "owned" by each org administrator. One needs serious justification to ...
2
votes
0answers
22 views

Implementing WorkBadge History for Apex/VisualForce

What I would like to accomplish is create a visual force/apex page that show's how many times someone has received a specific work badge on salesforce, such as the "Thank You" badge. It's similar to ...
2
votes
1answer
43 views

What might be causing our opportunities to change record type?

We use several opportunity record types. Recently we have the system change a few of the record types from one to another, possibly as a result of a workflow field update (just guessing on that). ...
0
votes
1answer
122 views

By Pass RecordType selection when creating new Case

I create one link named Submit Case to bring the user to the new Case.The requirement is user do not want to go through RecordType selection, they want the link bring them to the new Case page with ...
0
votes
0answers
23 views

How is the affect for reports after data type change on a filed?

I changed some field's datatype from number to currency. But when I create a report it will shows both before converted fields and after converted fields using converted suffix. Please let me know how ...
0
votes
0answers
57 views

VF page that displays links to stored files

I would like to have an object hold files (pdf's, docs). I would like to have a VF page query this object for all records and display a link to download each of these files. I would like that same VF ...
0
votes
1answer
54 views

How can I get a metadata from APEX RESTful service?

I'm a front-end developer and my knowledge is little bit in Salesforce. I'm developing single-page application in AngularJS to Visual Salesforce and faced a problem with an error: ...
1
vote
0answers
62 views

PHP Toolkit: Query to fetch RecordTypeID along with Custom Object

I've a custom object for which I want the RecordTypeIDs returned along with a simple SELECT query. Example: $q1 = "SELECT Id, Name, RecordTypeID FROM Custom_Object__c"; Obviously this doesn't ...
2
votes
1answer
417 views

Show record type values as radio buttons on visualforce page

I have two record types on a custom object and I have to show them as radio buttons on the visualforce page and render pageblock tables accordingly.I am unable to fetch record type name and display ...
1
vote
1answer
627 views

How to change record type by workflow?

"By changing the pick list field value, trigger the workflow to change the record type id accordingly " how can we achieve this. please help
5
votes
2answers
120 views

Comparing arguments - wrong types

I have a custom object with a number of record types. Now, in my controller, I want to write an if statement to check whether the current record is a certain record type. I wrote: if ...
0
votes
1answer
36 views

Able to view records, but unable to create particular RT

Just a quick question We have approx. 10 RT on the tasks, not every RT is assigned to a profile. Now I know how to assign record types by profile, however my question is, the users would like to see ...
3
votes
2answers
71 views

Programmatically Create Record Type

Is it possible to programmatically create a record type in Apex to be used in a test?
0
votes
0answers
55 views

Take updated field's value from last sibling record

I have a custom object Finance__c which is a child of Contact with fields: Amount__c (Number type), Type__c (Picklist), Balance__c( Formula), and few other formula fields When I create a new ...
1
vote
4answers
139 views

Basic Validation Rule not working

I want to create a validation rule where only users with the role “UK: Institutional Team” are able to create cases record type called “Benchmark Change”. My Validation rule is; AND( ISNEW(), ...
0
votes
1answer
97 views

Using multiple currency picklist in record type or field dependencies

I have multiple currency feature turned on. And I've added about 5 currencies. Now I'm thinking to limit the currency picklist values in record type of Account object for example. But the picklist ...
1
vote
3answers
162 views

Process and record types

We have process in salesforce. 1. Sales Process - Opportunity 2. Support Process - Case 3. Solution Process - Solution 4. Lead Process - Lead Now we have record types and each record type must be ...
1
vote
1answer
176 views

Retrieving records filtered by RecordType in SOQL

I've got a custom object Show__c that has three different RecordTypes, including one named 'Regular Show'. Using an answer found in What would be the best approach to get the recordtype id, I'm ...
3
votes
1answer
282 views

Record type change through Javascript

{!REQUIRESCRIPT("/soap/ajax/25.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/10.0/apex.js")} var orderObj = new sforce.SObject("Order__c"); var recType = sforce.connection.query("SELECT name,Id ...
2
votes
2answers
337 views

Remove Record Type from Chatter Profiles

I want to remove the Record Type applied to a Custom Object. There will be no record types at all. I cannot remove one of the record types because its set to the default for several profiles (in fact ...
2
votes
0answers
80 views

Deployment error: You are not allowed to modify record types on Idea

I've got an errors during deployment an existing project which has been developed in dev. org to a fresh dev. org: (Idea.InternalIdeasIdeaRecordType) -- Error: You are not allowed to modify ...
0
votes
0answers
51 views

Custom object doesn't have a RecordTypeId field, but has available record types

I have a custom object that doesn't have a RecordTypeId field. I expected the object to have a RecordTypeId field, especially since it has an available record type ("Master"). Am I wrong from for ...
0
votes
1answer
121 views

Restrict on creating new Record by Record Type

I am having a Custom object "Service_Type__c". There are 3 record Types : Author, Consultant, Publish I want when record type is "Author", user of a perticular profile can't create a record. It will ...