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

learn more… | top users | synonyms

1
vote
0answers
12 views

deploying renamed page layout and record types in Prod from FULL

I have recently refreshed my FULL sandbox with Prod. I wish to rename some page Layout and record type name( Label and API name) in FULL. I have added some section to this renamed page layouts and ...
-1
votes
0answers
22 views

Can we create custom visualforce page for recordtype in standard object [on hold]

Can we assign custom visualforce page to a record type of a standard object.I have two record types for standard object lead.My problem is how to create a custom visualforce for a recordtype. Because ...
1
vote
1answer
18 views

Entering Record Type into a Visual Workflow Screen element

I am attempting to include Record Type as a field to be filled by the user in a Flow screen. I was trying to enter it as a typical picklist type of dropdown field, and using Picklist Choice as ...
0
votes
0answers
14 views

Issue inserting Recordtype for object

I am writing a JAVA-application that mainly functions as a CRUD-platform for my employees. On this application, users can manage data from a specific objects. I am using REST-API. Now, here is my ...
-1
votes
0answers
20 views

How to assign old leads to a new particular record [closed]

I have a requirement like want to assign old leads means leads created before record type is created.so,I want to assign these old leads to a new particular record type.I had tried to assign using ...
0
votes
2answers
31 views

What are consequences of changing Record Type Name

In my full org I have a record type with label name as ABC and its record type name is ABC_XXX. I also have a DEV org with the same record type names in there. I would like to changes the record type ...
0
votes
1answer
26 views

Hide master record type

In Content Version, I have a record type say 'ABC' which is assigned to profile 'XYZ'. But when I log in as the profile XYZ, I'm getting a field called Record Type with the options 'General' and ...
0
votes
1answer
20 views

Record type in Content Version Object

I have a picklist in the Content Version object and I have a set of profiles. The values of the picklist must be restricted to each profile that is the values seen by one profile should not be seen by ...
1
vote
0answers
21 views

No record type in lead

I don't get to choose record types in lead object even after I created them. They are already activated. Thanks in advance
7
votes
3answers
50 views

How do I get the intersection of RecordType and Picklist values inside Apex?

Context This question has been asked before in the past and I've found several discussions of it here on StackExchange and elsewhere (links below to pages I've found in my research). So far I'm not ...
2
votes
1answer
50 views

Creating new Custom Object Record; unable to select from 2x Record Types

I haven't encountered this before: I have 2x Record Types (both confirmed Active) on a custom object and both are each assigned to a unique page layout. I double-checked that each page ...
0
votes
0answers
14 views

Show that value using record type only to one profile “Application system administrator”

Can any one help me out? I have requirement for the Stage field has value called "Closed Lost", which has dependent pick list field Reason lost. Reason lost has value "Dupe opp", we want to show that ...
4
votes
1answer
40 views

How to stop a picklist from being controlled by record type?

So we have been working with one master record type for a long time, where adding values to a picklist at Object level simply made the values appear automatically where that picklist was used. ...
2
votes
3answers
72 views

How to do operations based on Record Type of an object?

I understand this is a basic question. But how can I make sure that my code progresses further based on a Record Type of an object ? Is this approach okay? 1) Create an Util class with a static ...
0
votes
1answer
52 views

Trigger to update Contact based on specific Account record type

I hope someone can help...? I have this test code that's working on all record types. I would like to modify it in a way that only works on specific Account Record Type and updates fields on all ...
0
votes
1answer
35 views

Changing Page Layout without Changing Record Type Possible? Case or Workflow

I understand that you have to change record types in order the page layout will change. What if your Record Type is important and you dont want it to change. Instead, you just want certain fields or ...
-1
votes
1answer
31 views

Retrieve list of objects records and display them in a VF picklist

I got a object called BUnit__c, this object has two record types (BUnit and Project). There's another object called Project_Portfolio__c which has a lookup field called 'BU_Project__c' to the above ...
2
votes
0answers
32 views

Generate a list of field types assiged to record types

Im a bit new to Salesforce so maybe this is trivial or maybe im incorrect about some stuff below My end goal here is to provide a report of fields that are available via Salesforce Web (Classic) and ...
0
votes
1answer
47 views

Help with Record Type Redirect Autopopupate fields

I'm new to apex and I need help with issue below. I have a "New Case" custom button on Opportunity record which allows me to create Case. When clicked on "New Case" button, I can select record type ...
1
vote
1answer
35 views

How to ensure that article manager use specified values for custom article fields?

How do I ensure that the article manager uses specified values for custom article fields? Which of the following options I should implement? validation rules on article object Make fields required ...
1
vote
0answers
32 views

default picklist values magick

I have a strange one. Org has an object Test_Object__c with a picklist field Status__c and record types. Default value is set on each record type and profiles are configured to default record type ...
2
votes
1answer
55 views

Dynamic Picklist Values by RecordTypes?

I've searched high and low and can't seem to find any posts or blogs showing how to get picklist values for a particular recordType to use in a custom controller. I can easily obtain the RecordType ...
1
vote
0answers
31 views

Get Custom Object full Id

I need help with an issue I'm facing. In short, I have created a Custom Object with two Record Types. Then created a tab for it and everything works as expected when creating/editing records. The ...
0
votes
0answers
14 views

RecordType change on Person Account, not detected on my Account Trigger

I am trying to detect a change on the record type of my Accounts, through a field OldRecordTypeID__c, that should be updated with the old record type id when a record type change, is detected in an ...
0
votes
0answers
19 views

Rolling back only some records during the update

I am updating and inserting some records in salesforce, through a SOAP API service. The procedure, corresponds to a simple update or insert to the fields of an Account record. It is required to ...
0
votes
0answers
23 views

Custom object record type is not changing

I am logged into my SFDC Dev envirement, I have the [Change] next to the record type field on the detail page of my record (custom object). I change the record type, but after saving, I end up with ...
1
vote
3answers
138 views

Condition on RecordType.Name onClick JavaScript on Custom Button in Salesforce

I am trying this on my Custom JavaScript button IF( '{!Account.recordtype.name}' ='First RecordType'){ // Do Something } ELSE{ // Do something else } and when I click on "Check Syntax" ...
0
votes
1answer
23 views

RecordType field permissions in Metadata of Profile

I have one doubt -- Let say I have metadata of one profile = "abc.profile" Custom object = "Custom_object__c" Fields in it = Field1__c Standard Field = Record Type Now If I see MetaData of my ...
1
vote
1answer
32 views

How page layout assignments are evaluated

I'm fairly new to salesforce. So please bear with me if this question turns out to be quite basic. I've been doing the migration project from salesforce to Dynamics CRM online and one of the modules ...
1
vote
1answer
52 views

Invalid Cross Reference Key, Record Type ID

INVALID_CROSS_REFERENCE_KEY, Record Type ID: this ID value isn't valid for the user: 012j00000010ALFAA2: [RecordTypeId]: How do I fix the above error? I'm the system admin on this box and I ...
0
votes
2answers
41 views

Understand data model and relation between record types, objects and profiles

Lets assume there is a custom profile "Profile_A", a custom object "My_Object" and there are several record types for that object. I have to find out whole bunch of things, but it boils down to ...
0
votes
1answer
15 views

Different quote layout for different record types

How can i configure that if an opportunity is in record type a when i create a pdf of quote, the layout will be layout a, if an opportunity is record type b, the quote layout will be layout b? Thanks ...
0
votes
2answers
27 views

Changing record types for accounts

Our org uses person accounts and I'm trying to change the record types of a bunch of account records to be person accounts from organizations. However, I can't find a way of successfully changing the ...
0
votes
1answer
27 views

Different page layout in salesforce1

Is that possible to have different page layout for NEW, EDIT and VIEW? i.e; I would like to have specific fields for each layout in salseforce1. For creation of new records, I will have specific ...
0
votes
1answer
54 views

Can you set a default value to a lookup field based upon Record Type?

Can you set a default value to a lookup field based upon Record Type? Essentially I have an Object, "Call". This is related to another custom object "Call Type". I have created Record Types on Call ...
0
votes
1answer
17 views

what is the use of record type in salesforce

What is the use of record type?Can you explain in brief. Can't we just use page layouts to restrict the fields instead of record types.
1
vote
1answer
21 views

How to change RecordType name as different in vf page?

i have 10 RecordTypes, am showing that RecordType Names in page. In vf page i am showing the RecordType names using this line. <apex:outputText ...
0
votes
1answer
81 views

additional last 3 digits of Id obtained from SOQL query

This is a follow up from my last request - use custom settings for setting Status field of different Case Record Type Use case - I have a piece of code, which will look at record type of current ...
0
votes
1answer
50 views

Auto-selecting Record Type with Flow

I want to ask the users several questions using Flow screen when they begin creating a record in order to determine which Record Type should be used. I would do this by using a button which calls a VF ...
0
votes
1answer
46 views

dynamically sselect Record Types based on master Record Types

If 'A' is a master object. 'B' is a child object. A has some record types. B also has some record types. So my requirement is it should be like dynamically select Record Types based on master ...
0
votes
1answer
41 views

Delete Record Type which are not active

When I execute SOQL I see I have two record types with different Id's but I want to get rid one of the record types how would I do that? I want to execute something like this but of course the below ...
2
votes
3answers
103 views

Query can't find records by RecordType

I'm having peculiar trouble with the following query: SELECT Id, Name, RecordType.Name FROM ts2__Placement__c WHERE RecordTypeId IN (SELECT Id FROM RecordType WHERE Name = 'Contract' AND SObjectType ...
1
vote
0answers
67 views

How to filter Activity History Related List based on Activity RecordType

One solution I thought of doing this would be to create another Activity History related list based on what Event record type I want and then exclude that record type from the original Activity ...
1
vote
2answers
209 views

How to get record Type Api name from a object.

I am trying to get the api name of a record type on a object But I am only able to get Name. How can I achieve it? ...
1
vote
1answer
38 views

Case Page Layout not showing for a specified profile

I've created a Record Type for Cases, then a new Page Layout and assigned it to a specific Profile. This doesn't seem to work, when I log in as a user, I still get the same old Case Page. Any ...
2
votes
1answer
527 views

Redirecting to salesforce record type selection page from visualforce page

I am overriding the New button of a custom object using a Visualforce page. Now this vf page's controller does some calculation based on a criteria and assigns a record type to the newly created ...
5
votes
1answer
421 views

Show record type selection screen

One of the requirements for a project is to show a custom visualforce page whenever a user clicks on the New button on Account and skip the record type selection. That part was easy and I could ...
0
votes
1answer
90 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
vote
1answer
37 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
votes
1answer
57 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 ...