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We have contacts with recordtype x, y and blank. I would want to update contacts with recordtype x and blank to y using a process builder. enter image description hereSo, in the formula for the process builder, I used the OR condition - (OR[Contact].RecordType.Id =<18 digit ID>, ISBLANK([Contact].Record type.Id)). Also tried with recordtype <>y. Have also tried using the condition.

It works when the record type is not null. But when I try updating a record with a null record type, it errors.

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Once you create custom record type for any object, blank record type is "Master".

Try following, hope this helps:enter image description here

UPD: The capture is slightly not clear. Check if you can create formula [Contact].RecordType.Name = 'Master'

  • No, this didn't help either. Get the same error - "Give your Salesforce admin these details. <b>An unhandled fault has occurred in this flow</b><br>An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Error ID: 778148046-475352 (-1077296319)" and this is only when I try to update a record with a null record type. If the record type has a value, then the update works – Priya May 29 '18 at 10:30
  • The point is Record Type cannot be null. Once you have custom record type, if user does not define record type, salesforce assigns default value for user's profile. – Vladimir Egikyan May 29 '18 at 10:35
  • Yeah, true. But I can't seem to update such records with a custom record type with the process builder. – Priya May 29 '18 at 10:46
  • Unfortunately Master record type is not accessible, and there is no way to revert record type value to its Id – Vladimir Egikyan May 29 '18 at 10:56
  • So, it seems like when cross referencing fields, a not blank condition needs to be checked. I was cross referencing an account field w/o the check. Now, it works (help.salesforce.com/…) – Priya May 29 '18 at 11:11

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