The record-type tag has no wiki summary.
-1
votes
2answers
49 views
How do I get a given profile's default RecordType for Opportunity?
The use case is when a user goes Personal Setup > My Personal Information > Record Type selection and checks the box for the default to be selected automatically when a record is created.
In this ...
5
votes
3answers
97 views
Event record type selection is bypassed from Activities list view
I have two Event record types specified.
When I create an Event from the Home tab via the New Event button or when I create an Event directly on a record (e.g., an Opportunity) via the New Event ...
4
votes
1answer
72 views
Handling uninstall of Record Type components in a managed package
When uninstalling a managed package the process fails with the message:
Unable to uninstall package
Component Type: Record Type
Problem: This installed component is referenced by a locally ...
4
votes
2answers
46 views
Can I make a trigger that will only function on a certain layout?
Thank you for taking the time to read my question, I am new to Salesforce but have experience in Java, SQL and other languages.
I am creating a Trigger on Opportunity that will create a Contract, ...
2
votes
1answer
50 views
Is it possible to default a pricebook based on the recordtype?
Is it possible to set default pricebook based on recordtypes.
We have recordtypes like sales and sevice. So when an user selects sales recordtype we should have sales pricebook as default and service ...
0
votes
0answers
20 views
Finding the default value of a picklist per RecordType [duplicate]
Possible Duplicate:
REST API: How to retrieve active values for picklist?
Is there a way I can find the default value of a picklist per RecordType using APEX?
1
vote
1answer
110 views
A new tab for a record Type!
Hello Folks,
I have a question which might be more on the admin side of the force.com platform but involves development.
Question: If I create record types for an object, how can I ...
2
votes
1answer
286 views
Override 'New' button and redirect to VF page based on PageLayout assignment
I need to override the standard 'New' button with a VF page.
Based on the record type selection, I am able to redirect to different pages.
now my challenge is to decide the VF page redirection ...
0
votes
1answer
192 views
Showing Different values in multi pick list
I created VF page with a Multi - picklist field using <apex:inputField value="{!obj.Hobbies__c}" />
But the values in VF page Multi - picklist showing the different values compare with values ...
1
vote
1answer
123 views
How can I limit record type selection based on Parent record type?
I'd like to filter the available child record types a user can create based on the parent record type, any ideas?
4
votes
2answers
209 views
Finding if which users have a record type available to them using SOQL
I would like to be able to execute a SOQL query that will allow me to see which users have access to a certain record type for a certain object.
For example, if I have a case record type called Phone ...
3
votes
1answer
227 views
MetaData API - updating a RecordTypes Picklist
I have successfully been able to add a new value to the Picklist for Lead.LeadSource using the PHP Toolkit on the MetaData API using the following:
$sfm = new SforceMetadataClient(...)
$obj = new ...
2
votes
2answers
55 views
Does Record type prevent users from viewing records?
can you prevent users from seeing different record types? I want to lock down users from being able to view different record types but it seems that are able to do it in a report would i be able to ...
4
votes
3answers
135 views
Available Record Type by Profiles
I am trying to find out the available record types for each object for an entire profile.
Is this possible to do?
I would like to compare who has access to record types.
4
votes
2answers
219 views
Picklist values for Master record type
Our Salesforce org is largely vanilla, out of the box design. We use the Standard Object Contact with no modifications. Now we have an app that is going to use Contact in a slightly different way ...
2
votes
1answer
84 views
Revert RecordType back to Master (default)
I have a "single" RecordType on Opportunity called "Opportunity Locked", this RecordType is set automatically when an Opportunity is ClosedWon using a workflow rule. My profiles do not have access to ...
3
votes
1answer
262 views
Find out the default record type of any Object in Apex
I've to find out the default record type of an Object so that I can use in Apex to insert/update records.
Found out that it is at the user level(user profile based). Is there any other way which I ...
6
votes
1answer
136 views
Changing default record type for ALL profiles
I just spent 20 minutes changing a custom object's default record type for every profile that we have. For future reference, is there a way to change this across all profiles?
9
votes
5answers
1k views
Refer to Record Type ID in Formula without Hard-coding
I'm building a Custom List Button in a Dev Environment, and I'd like it to work with no changes when deployed to Production even though all IDs will change.
The list button (which will be displayed ...
1
vote
2answers
93 views
Unable to uninstall Beta Release managed package: recordtype being used
This package includes a Record Type on the Task object. I am able to uninstall if I do it right after installation, but if I enable the use of the packaged Record Type on the user profiles, I am no ...
3
votes
1answer
168 views
How do you change an Opportunity's Record Type in the web UI?
Originally our org only had one record type for opportunities but we've since added a second. I want to manually change a few opportunities to this new type. However, the Opportunity Record Type field ...
4
votes
1answer
106 views
Merging two organisations and using Divisions: Is there a catch?
I'm looking into merging two different SF organisations due to licensing restrictions with a third party application that can only integrate with a single org.
This orgs serve two different lines of ...
