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

2
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1answer
16 views

Composite Api Objects and Referencing RecordTypes

Is there anyway to reference an account recordtype by Name when creating an account using Composite API which has recordtypes? I am hoping there is a way so I don't need to do a get request to get a ...
2
votes
2answers
42 views

Errors after Namespace Addition for Managed Package

I am about to create a new managed package on top of Financial Service Cloud and I noticed I get errors on my test classes after adding the namespace. I tried copying a line and run it on dev console. ...
0
votes
2answers
25 views

Visualforce page is not redirecting to specific VF pages with associated record types

For Account, we have few record types. we want to have the related vf page displayed when a specific record type is selected. However, upon selecting a record type, the below vf page is not directing ...
2
votes
1answer
32 views

RecordTypes, Dependant Picklist values within Lightning Components

We have built a Lightning Component for displaying OrderLines__c (custom object). Since we need to utilize picklist values we could not use the lightning:datatable. I found a great guide on sfdcmonkey....
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0answers
10 views

Change Record Types not visible in Lightning and Partner Community

In My sandbox Accounts Object having a two Record Types (B2B and person Account). but when i Change record type B2B to person account or person account to B2B, i can't pick, which Record Type i want ...
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0answers
21 views

Record type selection screen is not coming if I am clicking on New button on related list

Record type selection screen is not coming if I am clicking on New button on related list. But it is coming if I am creating new record from available tab. We have one sample request object and its ...
0
votes
1answer
32 views

Validation rule for record type is not working

Below validation rule is not working. I want to check the record type contains R/O. If No only the user can edit the particular filed. AND( NOT(CONTAINS($RecordType.Name , 'R/O')), ISCHANGED( ...
0
votes
2answers
32 views

How to set the RecordTypeID

Im trying to set the RecordTypeId of a contact to a certain value if the contact was created by a specific user. Im getting the error: A value cannot be stored to RecordTypeId in type Contact. ...
1
vote
1answer
35 views

How to overcome the lack of record type in opportunity Product?

I have a custom field in Opportunity Product called 'Unit of Measurement' and what I am trying to do is, show one value "Meter" as the default for users of one profile and "Square foot" as the ...
1
vote
2answers
62 views

setting RecordType in Test Coverage

I am having trouble on a test that is setting a record type. I believe I am setting the record type the correct way, the test is passing, but my test coverage is telling me that no record type was set....
0
votes
0answers
16 views

Changing page layout dependent on field value (within a managed package)

I am an 'admineloper' of a brand new Financial Services Cloud org. We have records coming from our banking core and my business unit does not want to change the record type of them. They all come in ...
0
votes
1answer
20 views

Based on Recordytype-selection i need to show or hide some values in standardcontroller and extension

When i change the record type value(technical or no technical) , i need to hide/show email__c, isClassTeacher__c and i need to show filtered picklist values based on record type selection for the ...
0
votes
0answers
9 views

Query Access for Group, Group Member, RecordType, UserRole

What permissions / controls, if any, are there to control whether a user can query group, group member, recordtype, or user role? If they are not a member of a group (role, group), can they query all ...
2
votes
0answers
41 views

getRecordTypeInfosByDeveloperName doesn't work with duplicate Developer names

Our product comes with a couple objects including RecordTypes. In our customer org I'm adding some RecordTypes and experienced, that I can give them names that the packaged types already have. So now ...
2
votes
1answer
26 views

Restrict Auto case-number field to specific record type

I've a custom auto case-number field for one of my case record type (Quality Report). Every time a new case is created, the auto case number is generated (ex: QR-1287). However, the auto number field ...
0
votes
2answers
39 views

Record type showing NULL in trigger

I have to trigger some actions for records of a certain record type. When doing this via trigger and getting the record type value of the record in the debug statement I am receiving NULL, which is ...
1
vote
1answer
39 views

getting Record Type Description

What is the best way to get the Record Type Description to display in a page? public class AccountRecordTypes { @AuraEnabled public static Map<String,String> ...
0
votes
1answer
27 views

Salesforce SOAP API doesnt have setRecordTypeId method when using enterprise WSDL

I am using SOAP API to post leads in salesforce i want leads to be of specific record type but im not getting any option to set the record type of lead.Please Find code below. ...
1
vote
1answer
67 views

Record Type Label (.name) Translations not appearing in Formula Field or Query Results

I have an object, Loan_Transaction__c, where some (but not yet all) Record Types have a translation in Translation Workbench. For example, the Record Type with DeveloperName "Payment" has label value ...
0
votes
1answer
52 views

How can I set the Account Record Type for Lead conversion?

I have a Lead that is automatically converted using a trigger. The default Record Type for this profile is Person Account and it works as expected. Now I need to explicitly set the Account Record Type ...
2
votes
1answer
42 views

RecordType.Name Visibility

I am going slightly crazy over here. I want to pull the RecordType.Name off of the Opportunity and write some logic depending on what the name is. public void onlineCalculatorShortenedLink(Map<Id,...
1
vote
1answer
27 views

Custom activity field and page layout

I have created a new custom picklist for an activity type in the Activity Object. This custom field will appear when clicking the "Log A Call" button under the Activity History related list. However, ...
0
votes
1answer
32 views

Check all dependencies of a Record Type in the Organisation before deactivating it

I am looking forward to delete a Record Type in my Salesforce organisation. However before I go ahead and do the same I would love to know all of its dependencies in the entire org. Please help me in ...
2
votes
1answer
26 views

Record Type limitation per profile

I have a global action that create a Case using a specific record type. However, I don't want to let this record type available for Admin profile. Is there a way to authorize a record type only for a ...
0
votes
1answer
76 views

Child record's record type based on Parent record's record type [closed]

Objects: Account, Opportunity Record Types: Account --> A, B Record Types: Opportunity --> a, b When creating an Opportunity I'm trying to setup an opportunity record type/page layout that will ...
-1
votes
1answer
46 views

How to get a list of account record types available based on profile ID

So I am trying to create a feature that will allow users to search external databases to add accounts to salesfoce, and if not found they can create the account from scratch. However the org I am ...
2
votes
1answer
31 views

Is it possible to have record type pop up before account creation on a visualforce page?

The wording of the question may be a little weird, but I am designing a search system that will search additional databases to add companies from there to Salesforce. If the company is not found in ...
0
votes
0answers
25 views

Search record type label/name in the Salesforce Org

We have a request to modify the Record Type Label and API name. Before I do that I would like to check in my Org. if its referenced anywhere like validation rules, formula field, workflows or process ...
0
votes
0answers
33 views

How to limit lookups in many-to-many relationship based on related record attributes?

I have created a many-to-many relation between Contact and Skill, a custom object that represents a contact's skills. A contact can be one of two different record types, Type A and Type B. I want to ...
0
votes
1answer
17 views

Standard sObjects with multiple Record Types by Default

BACKGROUND I am writing a unit test which tests changing an object's record type. I want the unit test to be Org agnostic, therefore not rely on any custom objects or custom record types. As it's ...
0
votes
0answers
21 views

Deploying a Change Set would deploy the Case Reason Picklist updates?

This is very generic question I had before I do a major deployment. We have Case Reason picklist which is being used in almost 20 Case Record types with different values for each. I have updated(...
1
vote
3answers
586 views

How to change Record Type using Salesforce Process Builder without using Record Type ID

BACKGROUND I would like to change the record type of a custom object using Process Builder QUESTION How can I create a process which changes the record type by using the Developer Name rather than ...
1
vote
3answers
90 views

How do I query/use apex to find default values for a record type?

How do I query default values for a record type? I'm unsure of which namespaces to use in my apex for record type default values aswell.
0
votes
1answer
181 views

how to auto populate lookup field value based on record type?

How to populate lookup field value based on record type without using code. i have tired with lookup field filter but there is no record type functionality.
3
votes
2answers
221 views

Using Task Record Type via REST API

We have a number of picklists that are subsetted via task record types. I can pull these record type via a simple SOQL query: SELECT Name, DeveloperName FROM RecordType WHERE SobjectType = 'Task' To ...
0
votes
0answers
24 views

Record Type Personal Settings through Apex

When creating users I would like to programmatically select that the default record types be selected for each object for all users. I really dislike that I have to log in as user and check each box ...
0
votes
2answers
132 views

Identify record type associated to a web to lead form

I don't find the record type in the "view page source" code of the website for which we have an existing web to lead form. Is there any way to identify how a website is associated with a lead record ...
0
votes
1answer
33 views

Formula field on opp using created date, record types, profiles, and multiple stage names

This formula works for all my requirement except the underlined part: IF( AND(RecordType.Name = 'Solutions', DATEVALUE(Account.CreatedDate) <= TODAY() - 10, CreatedBy.Profile....
0
votes
0answers
42 views

set picklist values on profile basis

I created a picklist field on custom object and couple of record types to separate values of picklist field. Than assigned one recordtype to internal users profile and other to external user's profile....
1
vote
1answer
96 views

Case Auto response rule with case owner not working

My case auto response is very simple. All the cases are assigned to a queue called "test". In case auto response rule my criteria is "case owner= queue name(test)". rule is active and email template ...
0
votes
0answers
29 views

Cancel on RecordType Selection

I have a custom object with 3 record types. I am accesing the application through Salesforce1 (Mobile). I select new (+) for Custom object and ask for Record Type and buttons displayed are "Continue" ...
1
vote
2answers
39 views

How to generate a record type Id?

Using the IDGenerator class, used on FFLib, how can I generate a RecordType object Id? It is impossible to use IDGenerator.generate(RecordType.SobjectType). If not possible to get the sObjectType, ...
0
votes
1answer
69 views

Show/hide standard component fields on Salesforce Communty based on Record Type of other field?

We would like to show/hide specific fields on our Salesforce Community based on the Record Type selected. The user will have the same security profile, so using FLS doesn't solve our problem. For ...
0
votes
1answer
137 views

Error:The ISCHANGED function cannot reference the RecordType.Id field [duplicate]

I am trying to write a workflow that fires when a record type is changed to another type in the Contact Object. I saw a similar question asked, and I tried that solution, but still got the same error....
3
votes
1answer
400 views

Schema.SObjectType.myObj.getRecordTypeInfosByName() runs in User Context?

The documentation for Schema.SObjectType.myObj.getRecordTypeInfosByName() says The current user is not required to have access to a record type to see it in this map So I was in the intention ...
0
votes
4answers
1k views

Getting RecordTypeId selected from 'Record Type Selection' Page, in a lightning component that overrides create screen

We have about three different record types for a custom object, for which I am trying to create a lightning component that will override the standard behaviour. In lightning experience, we are ...
0
votes
1answer
57 views

Picklist field not available for Record Types

In one of our Sandboxes we noticed one of the picklist fields(not the values, the field itself) is not under 'Picklist available for Editing' section while in other Sandbox it's still there. But when ...
1
vote
1answer
230 views

Named credentials for the same salesforce Org using Oauth - not working

Basically I want to use the UI-API to get dependent picklist values to use in custom lightning page. To access the ui-api, I need to make rest callout from apex. So I created a connected App and Auth ...
0
votes
1answer
115 views

User Unable to change Recordtype on Case

Verified in user profile Recordtype assigned at Case. On user profile Case have CRE permissions. But while change Recordtype user facing insufficient privilege error Could you please suggest where ...
0
votes
1answer
25 views

Need to restrict Data for certain profile

Is there any way to restrict data with a record type on Leads Object: Lead Record Type: Bank Profile: Sales I had created a sharing setting on Lead and added other record types excluding bank, but ...