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

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11 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 ...
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1answer
17 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(); ...
1
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0answers
30 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
16 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 ...
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2answers
25 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?
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0answers
25 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
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4answers
73 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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1answer
27 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 ...
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0answers
19 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 ...
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0answers
29 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
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1answer
52 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
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1answer
26 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 ...
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3answers
27 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. ...
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0answers
17 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 ...
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3answers
32 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.. ...
2
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2answers
66 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
34 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
32 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. ...
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2answers
45 views

Record Types in salesforce [closed]

What is Record Types in salesforce? what are the Types are there ? Guys i am in beginning stage at salesforce. i could not get exact answer for above questions. please help me
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votes
2answers
89 views

Redirect New Contact creation to VF page based on Record Type

I have created a Contact Wizard to walk users through certain steps when creating a new contact. The issue I have now is that I need it to redirect to the first VF page in this wizard ONLY if they ...
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3answers
109 views

Record Type Name in Test Class [duplicate]

I have a test class that creates records for use in unit tests. One of the components creates an Opportunity record, but I don't know how to add a Record Type to the Opp. I know I can use ...
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1answer
66 views

Why is Apex Trigger being blocked by Validation Rule when Record Type ID has been specified

In each of my validation rules I have specified a list of Record Type IDs which the rule should apply to. AND( OR( RecordTypeId = '012700000005r08', RecordTypeId = '012700000005qzy', RecordTypeId ...
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1answer
106 views

Update Parent Object with Child Objects

I have 4 record types, 3 (Service, Access and Equipment orders) are child, and the parent is (customer Orders) When a date is updated in one of the child obejcts, I would like that date to be ...
0
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3answers
35 views

Compiler reports invalid assignment on RecordType Query in Apex Class

I have a very simple query in a fairly simple class that is called from a trigger. The compiler is complaining on this singular LOC in the class: String recordTypeName = [Select Name from ...
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0answers
22 views

opportunities not able to see

issue:user unable to see opportunities in salesforce whereas opportunity owner name updated wrongly through batch job I have observed opportunity owner is updating wrongly in opportunity detail page. ...
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0answers
32 views

Change Recordtype without Recordtype assigned to profile

Use Case We have RecordType ABC and RecordType DEF. RecordType ABC should be assigned to Profile A but Recordtype DEF should not. Like this, when a user assigned to Profile A creates a record, he/she ...
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2answers
39 views

When clicking Save&New, choose record type

I have a related list on my object. My Child object has two record types. The record type of the child depends on the record type of the parent, so my button does that correctly. My problem is this: ...
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1answer
51 views

Record Type selection not working with inlineedit Visualforce page

I have a Visualforce page with inlineedit enabled. I need to use this rather than the standard Salesforce edit page for reasons I won't go into here. <apex:page standardController="Contact"> ...
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1answer
78 views

Metadata Api: Unable to update to active values for picklist in record type

I am trying to update the record type to move the picklist values to the 'active values' . I am using the metadata api. Below is my code where Scope_Of_Services_Tasks__c is the name of object , ...
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1answer
63 views

Importing RecordType as test data with Test.loadData()

I am trying to import some test data before tests with a csv file and the Test.load() method. I am not being able to figure out how to declare the load method for the RecordTypes I have in a file. ...
0
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1answer
28 views

Test Method Failure: RecordTypeId doesn't appear to return properly

I've written a method to identify any lead inserted to 2 specific queues and set the record type accordingly - which is different than the expected API user's default. I've debugged line by line ...
0
votes
1answer
216 views

UI Field Access Certification Question

Was wondering if I can get some veteran developers to weigh-in on the answer to this question: A user can only see the fields A, B, and C on a record of Object X until the Stage field value on the ...
1
vote
1answer
70 views

How do I dynamically reference a Record Type ID in a Custom Setting?

I am building an application that I hope to sell on the AppExchange. On that application, I am building three custom "new record" buttons on a related list (parent and child objects are both custom ...
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2answers
146 views

Enabling Territory Reports in Territory Management 2.0

We have enabled Territory Management 2.0 in our Salesforce org. However, we cannot find the Territory Reports as described here: ...
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2answers
637 views

Apex Trigger to Update Record Type Based on Field Value

I have been working on building a trigger that would allow my users to use a single Intake Form which would then change the record type based on the values they provide on the Intake Form page layout. ...
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votes
1answer
86 views

Salesforce Picklist If Formula

I need some help. I need to create a formula to say If field “Type” = Email, then field Nature_of_Meeting__c is not required. If “Type” Is any other value then Nature of Meeting is required. Field ...
2
votes
1answer
22 views

Detail List Button - need to define record type

I have two custom objects: **Cov__c** Risk__c: Picklist (Terr, Prop) **Add__c** Cov__c (Master Detail Lookup) I have created a detail button for Add__c, which I want to make visible on the ...
0
votes
1answer
109 views

picklist value filters in list view showing all values despite record type

I have set a support process with different values for a picklist field based on record type. RT x shows only values 'a', 'b' and 'c' for field__c and RT y shows only values 'aa', 'bb' and 'cc' for ...
0
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1answer
142 views

Choose record type based on picklist value

I have a custom object Cov__c and I have a picklist on that object Risks_c. I have another custom object Address__c, which is a child of Cov__c. I have two record types for Address__c because I need ...
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0answers
114 views

Salesforce 1 new event don't show the record type selection

When I set up record types for the event , I can choose my record types from the desktop , however when I test the salesforce 1 , after I click the new event button the app directly jump to the edit ...
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2answers
49 views

Different Page Layouts from picklist

I am trying to create 2 different Page Layouts depending on picklist. For example. 1.If One value from that picklist is selected Active or Active with Dev. Work Only Then the section Publisher ...
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0answers
50 views

How to Contact Record Type based on updated Campaign Member Status value?

We often need to access a different mix of fields for different steps our process -- steps we have reflected in the Campaign Member Status field. As a result, I'd like to trigger a record update in ...
1
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1answer
44 views

Which permission is required to edit Record Type field?

Which permission is required to edit Record Type field on a object?
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5answers
241 views

How do you use the developers Name instead of hard coding RecordTypeID? Thanks!

How do you use the developers Name instead of hard coding RecordTypeID? Thanks!
3
votes
1answer
329 views

Test Class not covering the execute method

This batch class is to set the recordtype when it is null. global class ContactBatch implements Database.Batchable<SObject> { global String query; global Database.QueryLocator ...
2
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0answers
60 views

Get Stages for Particular Opportunity Record Type via REST

So I need to get the Stages for a specific Opportunity Record Type (as defined by the associated Sales Process). Now I can get it by calling for the describe layout action on that record type and ...
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2answers
71 views

Batch class to set the recordtype

This batch class is created to set a recordtype to the records having NULL recordtypes. But it throws an error FATAL_ERROR System.NullPointerException: Attempt to de-reference a null object in line ...
1
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0answers
361 views

Cannot assign default record type ID to a new record

Using the SObjectDescribe mechanism to find record types I find that the Default Record Type ID for my SObject is the Master Record Type ID (012000000000000AAA). If I try to insert a row with this ...
5
votes
1answer
79 views

How do I distribute Record Type Assignments when packaging Permission Sets?

I'm trying to create a Managed Package that relies entirely on Permission Sets. No profiles! In my head, Profiles are really "owned" by each org administrator. One needs serious justification to ...
2
votes
0answers
29 views

Implementing WorkBadge History for Apex/VisualForce

What I would like to accomplish is create a visual force/apex page that show's how many times someone has received a specific work badge on salesforce, such as the "Thank You" badge. It's similar to ...