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

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0
votes
2answers
31 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
24 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
25 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
26 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
20 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
102 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
2answers
114 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
32 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
50 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
34 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
60 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
99 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
35 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
90 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
57 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
58 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
980 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
108 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
73 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
310 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
284 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
114 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
134 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
96 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
57 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
520 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
167 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
199 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 ...
0
votes
2answers
331 views

setting record types

This setup has multiple custom objects that have related Contacts. Set up also includes multiple record types (Contacts object), based on the respective custom objects. When creating a new Contact ...
4
votes
1answer
242 views

Updating Profile - using metadata

I needed to first create some Record Types for some custom objects using Metadata. After doing those, I was to upsert the records on those custom objects using the RecordTypeId. I noticed one thing ...
2
votes
1answer
182 views

how to convert lead to PersonAccount using apex

I am converting a Lead to Person Account using Apex but it is throwing the exception as given below: ConvertLead failed. First exception on row 0; first error: UNAVAILABLE_RECORDTYPE_EXCEPTION, ...
1
vote
2answers
2k views

Why am I not getting the Record Type name when I use RecordType.Name

Shouldn't I be able to get the Record Type name with RecordType.Name ? In the following code I am able to get the ID by using RecordType.ID - but I get a null value in the string if I use ...
3
votes
1answer
291 views

Custom Field Definition ID: bad value for restricted picklist field: RecordType

I am migrating objects from one org to another using the ant migration tool and came across the following error. Custom Field Definition ID: bad value for restricted picklist field: RecordType I ...
0
votes
0answers
235 views

Can't set RecordType

I'm writing a tool to sync data from a data source into Salesforce. I'm trying to set the RecordTypeId on the Account object which I can do successfully in code, but doesn't appear in Salesforce when ...
4
votes
2answers
2k views

Visual force page and record type

I'm creating a custom visual force page that allow users to create a new record for a custom object. I want understand if in the custom VF page i have the standard functionality of the record type: ...
3
votes
2answers
488 views

API: Retrieve Record Types for Contact

I'm trying to retrieve a list of all record types relating to the Contact object in Salesforce using the Enterprise WSDl in C#. Currently I am setting a Contact object like this: var contact = new ...
1
vote
0answers
36 views

Has anyone done setting of targets and actuals using opportunity records

On one of my earlier questions Setting up sales targets for individual Sales member and Teams, @mohit had provided with a link to a thread where SteveMo had suggested using opportunity records to set ...
9
votes
6answers
6k views

What would be the best approach to get the recordtype id

I know of two approaches to get the recordtype id of a particular record type Use SOQL RecordType RecType = [Select Id From RecordType Where SobjectType = 'Account' and DeveloperName = ...
0
votes
2answers
421 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 ...
6
votes
3answers
669 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 ...
5
votes
1answer
382 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 ...
5
votes
2answers
140 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
529 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 ...
1
vote
1answer
561 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
2answers
2k 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
314 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
2answers
356 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
1k 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
608 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
306 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 ...