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

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1answer
25 views

How to override the standard page only for specific record Type?

I have a new custom VF page for the button Log a call but I want to use this page only when user selects the General Inquiry for everything else it should go to standard page. How do I do this? ...
1
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1answer
23 views

Is Record Type not supported for some standard objects?

I can't create a record type (from Salesforce interface) for these standard objects: Attachment, OpportunityLineItem, Question and User). There is no link or button in the UI that allows it. Does ...
0
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1answer
23 views

Record Types and Workflow Rules

We just started using record types to divide our divisions in SF. I wanted to know when setting up Workflow rules do I need to now specify which record type to apply this to? How can I go back ...
0
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2answers
32 views

Locking fields on Opportunity Records if certain conditions are met

I need to lock an account name field, and remove a custom button if the close date is more than 6 weeks from today and the stage is closed won. I was thinking to use record type and page layout. I ...
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0answers
19 views

Reports & Record Types

We are just incorporating record types in our environment. We are using record types to divide the different divisions within the company. One user was a Record type 1 user but now is being moved to ...
0
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0answers
33 views

Trigger to update related Account record type when Contract status = Activated

I need to write a trigger so that when a new Contract (standard object) is created and activated e.g Contract.Status = Activated, the related Account record types update like this: Vendor Prospect -> ...
0
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1answer
23 views

Create Record Type without discplay on the Select Recordd Type Page

I want to create two record types but don't want to display them on the select record type page. Basically client requirement is to diplay the approval history Related list only if picklist value ...
-1
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1answer
62 views

Trigger to update related Account record type

I need to write a trigger so that when a new Contract (standard object) is created and activated e.g Contract.Status = Activated, the related Account record types update like this: Vendor Prospect -> ...
1
vote
1answer
78 views

Set Record Type using Change Link - Visualforce Page Overrides

I have currently overridden the Edit/View/New buttons for the Opportunity object. Everything is working awesome except when I click the "Change" button beside the Record Type. At this point, I am ...
0
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1answer
20 views

Changing page layouts with workflow rules does not work

once a campaign approval status has changed to "approved", the campaign pagelayout is supposed to change (so that the "submit for Apporval" button is hidden). I tried to solve this with a workflow ...
0
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1answer
45 views

How to assign a valid RecordType on Lead creation

I have a service that's creating Leads on a user's behalf using the Salesforce REST API calls. I have a new user whose account is having trouble because I guess I need to set a RecordType on Lead ...
0
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1answer
22 views

What could make this record type blank?

This custom object allows a user to select two possible record type to select from. There are few records that shows blank in the record type field. What could case it?
0
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0answers
27 views

Record type not mapping correctly

I am using salesforce to Salesforce to sync the case obj. for two diff. orgs. As we cannot map the Record Type while mapping the fields from one org to another. Here's the workaround I used- 1.Have ...
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0answers
18 views

Changesets with new record types / Errors in Validation

I am a solo admin as of today, Ha. I was trying to inbound some changes (New record types, profiles, layouts, custom fields, roles) from the Sandbox. I ran a validate first before deploying and ...
0
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0answers
19 views

Limit the ability to add records of a type to a related list

I need to be able to control creation of records when they are related to a specific record type. Here is the details: "Research Items" is a custom object with 5 record types. "Subscriptions" is a ...
3
votes
1answer
27 views

Impossible to deactivate a Record Type used by an Object

I'm deactivated a Record Type with Name="All". It return me the error: This record type All cannot be deactivated because it is used by the following Objects. Opportunity.Codice_Account_opp IF( ...
2
votes
1answer
28 views

Create Record type in Contact tab and How to upload Contacts using Data Loder?

I crate a Record type Sales Contact in "Contact" and assign a Sales Contact Layout And create a Record Type Enterprise in "Account" and assign a Enterprise Account Layout. When I upload contact in ...
3
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0answers
43 views

Profiles and Record Types

We have a custom object with 6 record types. I would like to know whether it is possible to determine what all profiles have access to a specific record type from this custom object . Any pointers ...
0
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1answer
34 views

Can I change Email Alert Additional Email recipients based on RecordType?

We are in the process of going multicompany in SF and separating company information by RecordType. Two of our companies have substantially similar business processes and the customizations we have in ...
1
vote
1answer
76 views

RecordType query with Soap API returns 0 results

Im currently trying to execute this query using a SOAP API connection: "SELECT Id, DeveloperName FROM RecordType WHERE SobjectType = 'Account' AND DeveloperName = 'Salon' ORDER BY Name" Edit: Ive ...
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0answers
83 views

Dependent Picklist not showing values

I have below requirement where on Custom Object Marketing_Information_HS__c, there is a custom picklist Title_HS__c whose values depend on Record Type of the object. Also there is Rep_Segment_HS__c ...
0
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1answer
68 views

Restrict picklist values to show based on recordtype

I have a custom object Marketting_Information__c. There I have a picklist field Title. Now I have an apex page where User selects a particular Record Type from Drop-down and based on that I have to ...
1
vote
2answers
100 views

Fetching picklist values based on record type

Is there any way to fetch picklist values based on a record type. I am wondering how salesforce does it. I am fetching list of record types via ForceTK, next i want to fetch picklist values based on a ...
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0answers
40 views

Update Record Type in Custom Button using Cancel URL

I have a custom button on an opportunity called 'Move to Stage 2'. When this is clicked it opens the opportunity in the Edit page and updates the record type to 'Stage 2' (which also updates the page ...
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0answers
22 views

Assign new Record Types on Managed Package object on upgrade?

We have an object in a managed package, that in previous versions had no record types. In the next version, it has two. On install of test versions of the package, all profiles are assigned Master ...
0
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1answer
85 views

How to show Record Type in section Header?

I have 10 record types. I want to display selected record type name as section header in VF page? how can i show that?
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0answers
23 views

Leads with specific record type are not created

I created app with SalesForce toolkit for .net to save leads. And it works fine only with one leadrecordtypeid or if I don't specify leadrecordtypeid. Because toolkit doesn't give much of explanation ...
2
votes
1answer
52 views

How to check if an object has recordtypes specified or not?

I want to find a way how can I check if a type of object, has any record types specified or not. I tried, with the describe methods, by acquiring a List, according to the SObjectType, but this ...
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2answers
46 views

How to show different pagelayouts for different recordtypes?

I have 10 record types, I want to display different page layouts for different recordTypes. In standard we can do this but i am using vf page. How can i show diff layouts for diff pages..?
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0answers
7 views

Partition Case Management

I have two groups that do not share case management questions, users and processes. They both need access to case management. How do I partition them so each side only sees their cases in search, ...
0
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0answers
28 views

Contact layout sections displaying in newly created page layout

We have created a record type(Customer Groups) and a page layout(Customer Groups). And assigned the new page layout to the "Customer Group" record type in Pagelayout Assignment. However, when we ...
1
vote
1answer
61 views

How to deploy <RecordTypes> metadata?

I am trying to deploy RecordTypes from one sandbox to another. Here's my XML <types> <members>My_Opportunity</members> <name>RecordTypes</name> </types> ...
0
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1answer
42 views

Custom Button to update Record Type and open in Edit mode

I have two record types on Opportunity. Stage 1 and Stage 2. I would like to use a custom button to update an opportunity Record Type from Stage 1 to Stage 2 and open the current opportunity in edit ...
1
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1answer
26 views

Finding the current RecordType name selected by user

Updated code to give you more context of what I'm doing. trigger vendorTrigger on vendor__c (after insert, after update) { vendorController vencont = new vendorController(); ...
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0answers
240 views

Get Record Type Developer Name without SOQL Query

I want to get Developer Name of record Type without using SOQL query. With the below code, I'm able to get the "Name", but I want the DeveloperName. Let me know. string recordTypeName = ...
2
votes
1answer
40 views

Update Opportunity Page Layouts per each Opportunity Stage

I have two Opportunity Stages. Stage A and Stage B. When I move from Stage A to Stage B, I want certain fields on the page to appear and certain fields to be made required (that were not originally ...
0
votes
2answers
45 views

Control Picklist value for a profile with out record type

How can I restrict a picklist value to be shown for a profile without record type controlling?
1
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0answers
43 views

How do I update a RecordType's Name or IsActive status in Apex?

I currently have RecordTypes for a particular object (Obj__c) in a production org. I'm effectively trying to eliminate these as RecordTypes and planning a migration of that data into a picklist ...
2
votes
4answers
150 views

RecordType Security Settings

I have four record types as follows: Master Owner Contractor Partner Master record type is for creating parent accounts. So the requirement is the users should only be able to read the Master ...
1
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3answers
93 views

How to set the default record type for Content Version in the Enhanced Profile User Interface

In the original Profile User Interface this is obvious: Go to the desired Profile Find the section called ‘Standard Record Type Settings’ Look for the label ‘Content Versions’ Click [Edit] and ...
1
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0answers
38 views

SF Duplicate Management: Only want to search for duplicates across one record type

I'm toying around with the new duplicate management functionality and am coming across something that seems counter-intuitive. We have two record types for contact and I set up a duplicate rule so ...
0
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0answers
60 views

Custom Object Picklist to create a record on a different custom object

I have a Custom Object called Property (Property__c) that has a Sales Status picklist and another custom object called Proposal (Proposal__c) (I have more objects but we'll focus on one). There is a ...
1
vote
1answer
132 views

Partner Community Users cannot create record - Insufficient Privileges

I have set up Partner Communities in my Salesforce org. I have my new 'communities user' profile which I have granted access to a community partner user to Create /Edit Leads. I have also granted ...
0
votes
1answer
31 views

Picklist value monitor

I have a custom object X where I have lookup of Y. Now in Y there are three values(Y1,Y2,Y3). For Y1, a picklist values in X would come up as X1,X2. For Y2, picklist values in X would come up as ...
1
vote
3answers
41 views

Field access based on profile and record type

I searched for a while on Google and in here, but couldn't find an answer to my issue. I'm making an app just for testing, but I need to have a "General Employee" profile and a "Director" profile. ...
0
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0answers
24 views

Custom S-Control Saving record when cancelling

Morning All We curently have a custom s-control (which i know is no longer supported and should be changed to visual force) however given the current time constraints i dont have time to explore ...
1
vote
3answers
49 views

Amount change in opportunity

I'm trying to create trigger where if record type is Revenue Risk then amount should be saved in negative value, Here's my code in which I'm having error. I tried it two ways, second is in comments.. ...
3
votes
2answers
187 views

Ids in Salesforce - Same across environments?

Can anyone please confirm this. 1) Lets say, I have a recordType for an object in Production. Assuming RecordTypeId is a12345678. Now if I "refresh" a sandbox (Not a full copy sandbox), the ...
0
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1answer
43 views

Access on Record Type

I am currently not getting access to a particular Record Type ID though I have logged in from an User with System Administrator Profile. Can someone explain what to do to overcome this issue?
0
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1answer
40 views

How can i make a field read only when i selected a picklist value

This article was old one but I want to know step by step. Consider there is picklist status in case object. When I add extra picklist values to status, It should be visible to only particular users. ...