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

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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
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1answer
32 views

Programmatically Create Record Type

Is it possible to programmatically create a record type in Apex to be used in a test?
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0answers
38 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 ...
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4answers
62 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(), ...
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1answer
20 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 ...
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2answers
28 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 ...
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1answer
17 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 ...
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1answer
41 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 ...
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2answers
27 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 ...
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0answers
35 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 ...
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0answers
22 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 ...
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1answer
24 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 ...
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1answer
46 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?
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0answers
21 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
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1answer
27 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 ...
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1answer
43 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
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2answers
125 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 ...
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1answer
30 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
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1answer
64 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 ...
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1answer
30 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). ...
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1answer
28 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 ...
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2answers
396 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
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2answers
117 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
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1answer
73 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
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1answer
76 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 ...
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0answers
44 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
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1answer
147 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 ...
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2answers
32 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 ...
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3answers
649 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
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1answer
107 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 ...
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1answer
162 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 ...
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0answers
17 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 ...
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1answer
670 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
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1answer
31 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 ...
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2answers
579 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 ...
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1answer
87 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
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1answer
155 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
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1answer
53 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 ...
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1answer
125 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
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2answers
654 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 ...
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3answers
228 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
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1answer
96 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
181 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 ...
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0answers
75 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 ...
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2answers
114 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 ...
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2answers
685 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
54 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
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3answers
428 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
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1answer
67 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
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1answer
151 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 ...