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Questions tagged [record-type]

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

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Why are all the record type labels blank for my custom object?

I've got a custom object with various record types, and all the labels of existing record types have disappeared when editing or viewing a record. I've added 2 new record types, whose labels do appear ...
aaronbauman's user avatar
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0 answers
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How to update upto 200 record type picklist values?

I need to update 200 record types and their corresponding picklist values using a batch class. However, I encounter a heap exhaustion error when processing only 50 record types, despite not using ...
Vivek Tendulkar's user avatar
1 vote
0 answers
60 views

RecordType failed to deploy due to duplicate value found: <unknown>

everyone! So, I was trying to deploy a new Opportunity Record Type from one Dev sandbox to another (Dev > UAT) using both Change-set and DevOps Center, but I keep receiving the following error with ...
Mauricio Alsina's user avatar
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77 views

What to look out for when creating Case record types for the first time in an old org

I've done an extensive web search and come up empty -- either there's nothing out there, or I can't find it in the sea of everything else related to creating Case record types.... In an org with lots ...
Moonpie's user avatar
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1 answer
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create a new record type for an object inside testing environment using apex

I have a function that fetches record types for a list of sObjects. It adds each record type, along with the sObject name, to a resultMap if it exists. I need to create a mock record type for testing ...
Komal Riaz's user avatar
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2 answers
120 views

Data insertion failed with salesforce inspector

I don't understand why I get this error INVALID_CROSS_REFERENCE_KEY: Record Type ID: this ID value isn't valid for the user: 0121t0000001qxAAAQ [RecordTypeId] I want to insert field numbers in a '...
Alain's user avatar
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3 votes
0 answers
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Why I can not retrieve Case.RecordTypeId as custom field in package.xml in VScode?

I am trying to understand where i can find/locate the help text added for Case.RecordtypeId field on case in my package(VScode). I am trying to retrieve it with record type and object, but I can not ...
Mrinal Sharma's user avatar
-1 votes
1 answer
48 views

Salesforce Report on Profiles, Record Types and Page Layouts

I am an admin and have a request for a report that shows, Profiles, record types and Page Layout assignments. This does not appear to be a report I can pull directly from Salesforce. Any ideas? Thanks ...
Themission's user avatar
0 votes
1 answer
36 views

Lightning Record Page

My mentor asked me this question,2 users with same profile, same page layout, same record type can see different fields based on their location. The answer is lightning record page, but how? I have ...
Rashmi Shankhpal's user avatar
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0 answers
272 views

Salesforce Record type selection screen

how to hide a record type option from the "new record" pop up? I have a custom object A from where if I click New Case in related list, user should be able to create a case. User has been ...
Coder's user avatar
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0 votes
1 answer
52 views

MetadataService readMetadata returns null for Record Type

I am implementing a function used to update the picklist values for a given record type. When I retrieve the metadata for the record type, I am receiving null for its properties. My code: // Create ...
Blake's user avatar
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1 answer
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Record type specific default picklist value is not populating in VF Page

My vf page(custom controller vf page) has picklist field in it and I am showing it with apex:inputField tag, as per the salesforce documentation, apex:inputField should show record type specific ...
Jagadeesh's user avatar
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0 answers
63 views

On a Lightning Web Component, build arrays of stages for each Opportunity Record Type

I want to generate arrays of Stages for each Opportunity Record Type. The association is really between Stages and Sales Processes but each Opportunity Record Type is related to one Sales Process. ...
nstuyvesant's user avatar
0 votes
1 answer
44 views

What is RecordType.DeveloperName named in the filter of a page layout?

I want to add a filter to a page layout that is based on the recordtype. I want to use the DeveloperName, of course. But when I try to do this, this is the choice of fields that I get: Name or Record ...
Sander de Jong's user avatar
-1 votes
1 answer
35 views

Add / Edit Field to Convert Lead Menu

When a user converts a lead by default it would add a new account, with account name. Not sure who/how it was setup that a Record Type field is here. Where might it be possible to see this behaviour? ...
Stephen John Cook's user avatar
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0 answers
161 views

Getting RecordTypes and Layouts in LWC for Event/Task?

I am a developer working on a custom LWC component that is made to be used in Outlook via the email application pane and as a mobile page. In the application, one of the features is the ability for ...
David A's user avatar
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2 votes
1 answer
30 views

Working with Production record types in a 2nd generation managed pack

Working with a 2nd-generation managed package and I'm running into issues with, for example, test data. Example, I need to create a Lead with a record type that exists in my production org, but not in ...
user1702965's user avatar
0 votes
1 answer
65 views

Getting List of Record Types and Looking up Values

I have a wire that gets the object information for a custom object. I was then setting a variable for record type for a specific record type. I am expanding my component where I will need to lookup ...
Frank's user avatar
  • 435
0 votes
1 answer
63 views

"Opportunity Record Type" standard field not showing correct value

Having a hard time explaining the problem because i don't understand it. The standard field "Opportunity Record Type" does not show the correct value, the two pictures are of the same ...
Ahmed HAMMAMI's user avatar
0 votes
1 answer
151 views

Working with production record types in a managed package

I have to create some triggers and flows in a 2nd-generation managed package that reference a record type developer name. That's fine, except that the record types that I need to reference are ...
user1702965's user avatar
0 votes
1 answer
444 views

Not able to remove the default record type from Some Standard Community Profile and External Profile [duplicate]

"Hello Everyone, I am attempting to delete a custom record type that was created on the Contact Profile object. However, this record type is set as the default for all profiles. I have tried ...
Shivangi Singh's user avatar
2 votes
1 answer
698 views

View default record type on all the objects on a particular profile

Is there any way we can view the default record type for all the objects custom/standar for a particular profile rather than going on each object and checking its default record type because there ...
SFDC_learner's user avatar
0 votes
1 answer
47 views

Record types, with their corresponding reason and subreasons

I am new to Salesforce Service, I would like to generate a report or a SOQL query to retrieve all record types, with their corresponding reason and subreasons. All the queues with notification steps ...
Ângelo Rigo's user avatar
1 vote
0 answers
852 views

How to re-order Record Types in Salesforce

This has been a limitation for as long as I remember, where you cannot re-order Record Types in Salesforce. By default, it will be in alphabetical order. The two most common workaround for this has ...
Paulo Duarte's user avatar
-1 votes
1 answer
108 views

Can we rename the label of "Close Date" field to something else (Target Date) on opportunity for a specific record type?

I want to rename "Close Date" as "Target Date" on opportunity for particular record type so is there any solution for it?
Shital Chavan's user avatar
-3 votes
1 answer
82 views

can we make record types in to read only in lightning record pages

When an SSP Services Case (RecordType=SSP Services) is closed, then all the fields should be ready-only to the users. when status is closed
Parise Ravikiran's user avatar
0 votes
1 answer
150 views

Set Default Page Layout for Record Type in XML File

Can I add a default page layout to a record type xml file? I'm deploying an sfdx package to various client organizations and I want to set a default page layout in each record type XML file. I can't ...
Rochelle C's user avatar
-1 votes
1 answer
47 views

Approach to know the record belongs to specific record types (Apex,Flows,Validation rules)

We have around 50 record types on case. Soon we are going to merge our code with another instance where 20 more record types are present. What will be the best approach to run my apex code, validation ...
Sukruti's user avatar
  • 472
0 votes
1 answer
232 views

Lead conversion to Person Account automatic Record Type

I created 4 record types, 2 on leads and 2 on account. The names of the record types are the same on leads and on account. I want that when I convert a lead to a person account. The record type of the ...
2095377's user avatar
  • 58
0 votes
0 answers
86 views

Deploying Record IDs in Flow Tests

I have a record triggered flow and wanted to try the new Flow Test feature. I implemented a test and when I downloaded the metadata I noticed that the Record Type ID is hard coded. When I deploy these ...
Samantha Catania's user avatar
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0 answers
35 views

How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field

How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field. I only have 2 record types for contacts - Customers and business contacts. ...
Sara's user avatar
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0 votes
1 answer
1k views

Lead Status Picklist Not Available For Editing

I'd like the Lead Status picklist to contain different values depending on Record Type, but the Lead Status field isn't available for editing as I would expect with other dependent picklists. Lead ...
Orson's user avatar
  • 1
0 votes
1 answer
65 views

How to fix Managed Package Installation Failure (Missing Task.RecordType) for Production packages

I am new to SF CRM and while I saw that there is a good answer for the same question for Scratch Orgs might also we need to fix the same issue for our package for PROD org so that we are able to ...
Искрен Станиславов's user avatar
-1 votes
1 answer
573 views

Require one of two checkboxes = True, based on Record Type

Require one of two checkboxes = True, based on Record Type We have two checkboxes "Serviced" or "Not Serviced", in which one will be require to be 'true' in order to save AND Only ...
B Leahy's user avatar
  • 17
3 votes
0 answers
336 views

Best practices for pushing objects through DevOps?

We are using DevOps to push changes from sandboxes through to Production. Recently, I attempted to deploy some significant changes to an object. This includes: Creation of record types New fields ...
user avatar
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0 answers
1k views

How to select a record type when I click "New"?

I'm still learning, so my question might be simple but I can't seem to find the answer I need on Salesforce help or trailhead... I have created two record types for a Contract object, two page layouts ...
Sebbie's user avatar
  • 91
0 votes
1 answer
797 views

Hide accounts with certain record type from everyone except a public group

Do you know how can I hide Account records from a certain record type even from the owner and to make them visible only to a public group, this is the ORG conf: Accounts -> Private, Grant access ...
Marteen Munevar's user avatar
1 vote
1 answer
183 views

License Object Trigger not firing on "License Status" change

I am trying to write a trigger on the License object (sfLma__License__c) in my License Management org.. the purpose of this trigger to make a callout (in a future context) to my service to notify it ...
SatheeshJM's user avatar
0 votes
1 answer
694 views

Get RecordType's Name by RecordTypeId before record creation

I have an Aura component which wraps a couple of LWCs, which overrides 'New' Button of the listview. (From: Getting RecordTypeId selected from 'Record Type Selection' Page, in a lightning ...
MarcelloWrites's user avatar
0 votes
1 answer
291 views

Use Screenflow to change record type

Can someone help us with this issue? We have two record types for the account object; Vendor and Resident. The sharing rule on the Account object is set to Public Read only. Now, a user with a custom ...
Enoch's user avatar
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-1 votes
1 answer
387 views

Flow record type by default

Does anyone know which record type the flow is using by default when it creates the record?(without defining it) I cannot find any documentation about it. Many thanks in advance!
Jan's user avatar
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1 vote
1 answer
1k views

LWC - NavigationMixin: Show A List Of Record Types (Closed)

Normally, when we create new record and if that record has different record types, a pop-up will show up with a list of record types when user click create new. I'm trying to aim that with ...
Pam's user avatar
  • 107
-1 votes
1 answer
724 views

Validation rule with record types and alphanumeric

I need to create a validation rule with several criteria. When creating a new Example ID, the ID must be: Alphanumeric or alpha only If the record type is A, it must be 5 digits If the record type is ...
Developer A's user avatar
0 votes
1 answer
208 views

Why does EDA offer an "Educational Instution" record type in addition to "Administrative"?

Does anyone who works with EDA know what the difference is meant to be between an Account of type Administrative and an account of type Educational_Institution when it comes to storing data about the ...
k..'s user avatar
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-1 votes
1 answer
182 views

Creating a contact with a custom record type from a household

I have a set of custom record types for Contacts. From the Manage Household function, I would like to create a Contact record with an ability to choose one of the custom record types for Contacts. How ...
Guy Incognito's user avatar
0 votes
1 answer
542 views

Cannot retrieve record type using metadata service

Hello I am trying to retrieve a record type to update its picklist values but whenever i try to do this it returns a weird object which has most of its values as null and I tried to use a name of a ...
Mohamed Montaser's user avatar
-1 votes
1 answer
1k views

How to convert lead with specific record types using flow?

Lead has record types (lets say Sales and Support) and the same record type is there for Opportunity too. When a lead is converted to Opportunity, based on the lead record type, Opportunity record ...
Akansha Rana's user avatar
1 vote
1 answer
525 views

defaultRecordTypeId on the User object is always null

I have been trying to get the defaultRecordTypeId on my LWC component to fetch some picklist values from the User object but it's always null. Understandably so, as no record types exist on the object....
Anee's user avatar
  • 381
3 votes
1 answer
986 views

Add new global picklist value to object's recordtype

Purpose: I have a small requirement where i need to modify a global picklist values (i.e. add new values / deactivate existing values) from outside salesforce and to use those values in our daily ...
Chakravarthy's user avatar
0 votes
1 answer
2k views

Correct page layout for a record type is only working in salesforce classic but not in lightning?

Hi can anyone help me out? I have a custom object and I created a new page layout and assigned this layout to the record type. However, different page layout is showing for the record type when I ...
TheRipper's user avatar

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