I am new to sfdc. i 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 dataloader in My developer org.I will update successfully. When i am trying to do that in my production org.It doesn't went successfully.i had created a lead process and record type in my production org.And i created a Lead.When i am trying to export data from dataloader.But i didn't get RecordtypeId field in dataloader.

Thanks in davance

  • use RecordType instead of recordId. – Tushar Sharma Feb 1 '16 at 9:47
  • i type wrong i had RecordType id only..But it is not available in fields list.Do you have any idea on this @Tushar Sharma – Pavan tej Feb 1 '16 at 9:51
  • did you enable that field also can you access them on standard record creation process? – Tushar Sharma Feb 1 '16 at 10:04
  • i enable that field.It shows recordtypeid name in standard record creation process.But i didn't get any recordtype id in dataloader fields @Tushar Sharma – Pavan tej Feb 1 '16 at 10:16
  • Check on the user profile, that does user has access to this record type. – Salesforcesmarty Feb 1 '16 at 10:17

When you will be importing through data loader. Give record type value in your csv sheet. Then from salesforce field select record type id and check lookup via checkbox.

A drop down will appear > select Record type name from it.

Thus, you will be able to import it successfully.

Note : While giving the record type name in excel be careful of giving the record type name instead of label. For excample - if you record type name is 'abc xyz' you will give it as 'abc_xyz'.

Thanks.

  • i had created a few records with record type in my organisation.When i am try to query those records with id & record-type id.In query fields record-type is not avliable. I had done this in developer org it done successfully. so now i am trying to do it workbench i don't know why it is not working with dataloader @Heena – Pavan tej Feb 1 '16 at 13:39

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