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

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2
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1answer
35 views

How do I get the record types that are available to a user

I'd like to retrieve the record types available for an object. Is the recommended way to do this to use the recordTypeInfos collection returned on the object's metadata?
1
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0answers
17 views

Global Rollout - Record Types Design

We are going building a template for global roll-outs in the near future. It's a service cloud implementation with 3-4 different support processes. Currently we only have 6 different record types ...
2
votes
1answer
19 views

How to remove a picklist from a record type?

I have 10 Picklists Available for Editing for Record Type 1. So how do I remove Picklist X from Record Type 1. I have added a screenshot. I can't find the option to remove a picklist from a record ...
0
votes
1answer
34 views

Salesforce1 looses the information about the parent Id

I have a custom object with some Record Types. This custom object has an overwritten New page. This Visualforce page works fine on desktop but it don't work within Salesforce1. The problem is that ...
3
votes
2answers
78 views

How to find current record's RecordType name

I have a requirement where I have to write some logic in an Opportunity Trigger. Requiremnt is , I have find out current opportunity's record type and have to check whether that recordtype name ...
1
vote
1answer
28 views

Determine which layout to render for objects having no recordTypeInfo

In a previous question, I had asked how to determine which layout was correct to render for a user, based on the organization's security and the user's profile. The answer was to use record types to ...
5
votes
1answer
55 views

How to determine which layout to render

Question: How should I determine which layout to render for an object? From my research, I think this can be done by looking at the RecordTypeId for an object, and then querying the layouts to find ...
1
vote
1answer
26 views

What happens when viewing an object that has a record type you don't have access to

I have a custom object named Assessment that has a RecordType field. What happens in Salesforce if I create an Assessment with a RecordType that others do not have access to (based on their profile). ...
1
vote
1answer
25 views

Tracking different Contacts

This is one of the requirements and I’m confused with the use of RecordTypes – I have a Contact and I want to track and report on the type of Contacts (Subscriber, Volunteer and Donor). So I decided ...
0
votes
2answers
165 views

Custom 'Save & New'- Button with redirect to record type selection page

My custom object has different record types and an overwritten edit page. I want to implement a 'Save & New'- Button on this VF page which redirects my users to the record type selection page. ...
2
votes
2answers
105 views

To Record Type or Not to Record Type

Here's my issue: We have a customer object that we sell. we call it "License". There are 2 types of these licenses: Network and Single. Each of these, have it's own record type today. (that's 2 ...
2
votes
1answer
52 views

URLFOR statement in outputLink to direct to object creation page [duplicate]

So I want to put a button on a visualforce page that when pushed it will redirect the user to a new custom object page. However, this custom object has 4 various Record Types. I can construct the ...
2
votes
1answer
52 views

SObject row was retrieved via SOQL > without querying the requested field

I am working on a trigger that creates one custom object record (Recipe Sheet) for each Opportunity Line Item associated to an Opportunity. Everything is working correctly except I need to set the ...
1
vote
0answers
33 views

Record Type Not Changing

While logged in as the System Administrator and editing a contact, I see the option to change the contact's record type. I click the change link and a new screen is displayed allowing me to choose a ...
4
votes
1answer
106 views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
0
votes
2answers
27 views

Is it possible to make Account Page Specific to any Application

Here is my scenario I have Account Object and I have entirely two different Application. Now i want to make Page Layout specific to the application which I select for the same profile users. I can ...
1
vote
3answers
371 views

Autopopulate Lookup Field with Account ID using an Apex Trigger

We have a custom object called Internal_Submission__c with a lookup field called Company__c, I need to have this lookup field autopopulate via an an Apex trigger which would take the AccountID from ...
5
votes
1answer
83 views

Accessing case information in a sidebar within Service Console

We are using Service Console with multiple case recordtypes, profiles, and roles. Within a page layout we are using the 'Custom Console Components' and linking to a simple visualforce page that will ...
1
vote
1answer
130 views

Invalid record type error with Dataloader

I am getting an 'invalid record type' error when trying to update a record type for some contacts. Currently, the contacts are of a a contact record type created by an installed package. We are ...
0
votes
0answers
16 views

How do I disable Lead Conversion address mapping for a certain Account record type?

Our Salesforce org has an account record type called Retail Store that represents are retail locations across the US. We have a custom Visualforce page w/ button that is being used to convert leads ...
1
vote
1answer
475 views

SOQL - Obtaining Record Type Name

We have several record types in our Case implementation. I am able to get the record typeid only with the following. SELECT Id,RecordTypeId FROM Case If I try this, it is giving me an error. ...
0
votes
1answer
27 views

How to auto populate records from another Record Type?

I have two Record Types in Opportunities where one is a child of the other. The fields are exact same in both, and the child can be created from within the Parent Opportunity only. When creating the ...
1
vote
2answers
405 views

Dynamically display picklist values based on Record type in vf page

I am having two record type "Record Type 1" and "Record Type 2" on case object. In this two record type we are a having a picklist field call state__c. In Record Type 1 State__c values are "A,B,D" In ...
4
votes
1answer
82 views

Getting Page Layout associated to a Profile/RecordType

Is there an object we can query to know which page layout is associated to a particular Profile/RecordType match?
3
votes
1answer
114 views

issue with workflows creating tasks using default context user setting

I have two workflows in theory, one that creates a task under certain conditions for a user in Department Finance and another that creates in certain conditions a task for a user in department Sales. ...
2
votes
1answer
48 views

workflow rules use old page layout

I have created a workflow that creates a task (activity). The task is assigned to a user. I have two diffferent task record types for task. I have a page layout for each record type. If the worklfow ...
1
vote
1answer
95 views

panel not showing in service console for a particular record type

I have a specific Record type for case object. When I see the record of this type in service console, there is Suggested Articles panel which is not populated, while this is populated for all other ...
2
votes
2answers
471 views

Defining record type in Trigger

I need some help, I have the following trigger, however I get the following error message “Error: Compile Error: expecting a right parentheses, found 'Integer' at line 5 column 8” What I am trying to ...
8
votes
3answers
200 views

Lead Converted Status

I have some problem, and I hope someone will be able to advice me with that. Organisation have multiple recordTypes, BusinessProcess and Converted statuses for Lead. Did anyone know is it possible to ...
3
votes
1answer
78 views

API call to return picklist values based on RecordType instead of Layout?

DescribeLayout() will give you infomation about the layout and related values, including picklist values. (eg PicklistForRecordType). However, I just want to get the picklist values based on ...
2
votes
2answers
146 views

How to assign different record types to different users of the same profile

I have a scenario: There are two groups of users in the same profile, Group A and Group B. I have two Record Types on a custom object, say R1 and R2. The Record Type R1 is the record type assigned to ...
1
vote
0answers
69 views

Creating a new lead with Zapier, not setting Record Type correctly

I'm using Zapier to create a new lead in Salesforce with data from a Fluidsurveys form. It all works fine except the Record Type is not being set correctly and I can't figure out why. Checking the ...
1
vote
2answers
109 views

get data according to recordTypeId

I have two Objects, Account and FavoriteAccounts__c with a relationship (master-detailed) , Account has many RecordTypes (New,Prof,..) I want to get All favorite accounts according to Account record ...
1
vote
2answers
538 views

It is possible to hide/show a custom button?

I have created a custom button for creating a contract from an opportunity. I would like to hide this button unless the opportunity stage is equal to Closed/Won. Is that possible? How can I implement ...
2
votes
1answer
51 views

Triggers on CustomSettings/RecordTypes

Is it possible to create a work flow or trigger on changes in a custom setting or a record type? The problem I'd like to address is that I have a custom setting that maps some Account record types to ...
0
votes
3answers
332 views

problem changing recordtype

I have the requirement that when a Lead is set to "Closed-not converted", the annual revenue field should be set to read-only. I tried creating 2 page layouts and 2 record types and written a ...
5
votes
1answer
65 views

How to find via REST if user has chosen to use the default record type for an object or whether to be prompted to choose record type when creating

A user's profile shows which record types are available to that user when creating or editing an object. One of these record types is marked as default. I'm able to get at that info via sobject ...
2
votes
1answer
136 views

Removing Picklist items from multiple record types

Is there a way of removing picklist items from multiple record types in one go, just as there is a way of adding picklist values to an object with multiple record types. For example I have ObjectA__c ...
4
votes
2answers
2k views

Referencing a particular value of a select list

I have a visualforce list page that lists opportunity products and some of their fields. One of these fields is a lookup to a custom object. On each row in the visualforce page, the user is given the ...
4
votes
1answer
219 views

RecordType Label Error: Duplicate Values Not Allowed

I deployed a new RecordType to an Opportunity (where other RecordTypes/Sales Processes already existed). I notice that my RecordType, when selected on a new Opportunity, returns bad data for my Stage ...
2
votes
1answer
90 views

Creating a new record with giving record type

I want to create a new record on click of button by giving its record type. please find the code below public pageReference Test() { RecordType rt =[SELECT ID, name FROM RecordType WHERE ...
7
votes
1answer
514 views

Is it possible to deploy workflow rules and field update actions which reference PersonAccount record types?

I am performing a deployment from one sandbox to another using ant. The sandboxes both have PersonAccount functionality enabled. The source org has a PersonAccount record type with the name of HCP and ...
9
votes
2answers
421 views

How can I change an objects record type after a certain time period? Workflow, Apex, other?

I am working on implementing a timed RecordType change in salesforce. I have an object that when created needs to change its RecordType after a certain number of days. The only catch is that if a ...
4
votes
1answer
133 views

picklistsForRecordType in REST API

Version 29.0 of the REST API includes an attribute for picklistsForRecordType in the response to /sobjects/<object>/describe/layouts, but it appears to always be an empty array. Is there a way ...
1
vote
1answer
197 views

Attempt to de-reference a null object error .. when inerting new object with recordtype

public pageReference OpenNewCustomerAccount() { application.RecordType.Name = 'New Customer Application'; application.Client__c = account.Id; insert (application); return ...
4
votes
3answers
120 views

Record Type change

Can we change the record type of a record once assigned. Using standard functionality. If i click on editing a record i am not able to edit the record type to which it is assigned.
2
votes
1answer
63 views

Record Type in column

I want to display record type of each record in a pageblock table. I have an object application with 3 record type A pageblock table displaying all application. A column to display record type of ...
1
vote
2answers
911 views

Trigger based on record type to show the result as

Here I want to show if we select the status as 'offer letter' then triggered out 'hired' in record type or else 'not hired'. trigger trg_update_recordstatus on positions__c (before insert,before ...
3
votes
1answer
193 views

which record types can see a picklist value?

Aside from going through each record type through the UI and clicking over to the field to see if a RT can see a picklist value is there a faster way? maybe by using the .object file?
7
votes
1answer
282 views

Updating Profile for Record Types: using Metadata API

So far I'm able to create the Record Type for an object using Java. For the object requiring only 1 Record Type using Java: (the upserts are going fine) - If I'm to create only one record Type per ...