Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [record-type]

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

1
vote
2answers
30 views

How to allow edit access to for certain record types only

I need all user to be able to see all opportunities. However, Department A should only be able to edit opportunities assigned to 3 record types (x,y,z) and Department B should only be able to edit ...
0
votes
0answers
19 views

How to assign different record page layouts to different record types in Salesforce Partner Communities

first a little bit of context, I work as an intern for a company that builds systems using Salesforce, and I've been amazed at how much is possible with this platform. I've already built an internal ...
2
votes
1answer
35 views

Lightning Refresh Console Tab to New Record Type Flexipage

I have a different lightning flexipage intended for different record types. When I click a button on the page it changes the record type (using apex). When I get back from the action I want to refresh ...
1
vote
1answer
43 views

RecordType name in IF

I am struggling with how to select record type in Apex. I have been given some examples, but I still don't get it - sorry if it already has been answered somewhere - I am very new to this, so I guess ...
1
vote
0answers
24 views

Lead conversion in unit test with wrong Account Record Type

I have an Inbound Email Handler that automatically creates a Lead and converts it. The Record Type for the corresponding Account is correctly set to the default Account Record Type that is configured ...
-1
votes
0answers
18 views

basis of record type create a workflow

I am creating a workflow rule on "Quote Line Item" object with the evaluation criteria "Evaluate the rule when a record is created, and every time it's edited". In field update i want to update a ...
0
votes
1answer
24 views

Hide a Field in junction object

In Account Object, I have 2 different record type - type1 and type2. There is a Junction Object call Associated Location between Locations and Accounts and I want to hide a checkbox field in ...
0
votes
1answer
24 views

Record type behavior not working on edit record layout

I have one question regarding Salesforce Record Type. I have two different user profile. Admin Manager I have created record type for both users in which I control the status field (Picklist Value). ...
0
votes
1answer
20 views

Change record type in Apex using the info from client-side lightning

Is it possible to change a record type in Apex using the info from client-side lightning? Here is what I am trying to do. In client-side: const contact = { RecordType: { Id: ...
6
votes
2answers
68 views

Revoke access to delete a specific Account record type

I have this apex trigger that revokes access to users from deleting all Accounts. I was wondering how to improve it to ignore or allow certain record type. The use case is, I want to allow users to ...
2
votes
1answer
33 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
70 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
29 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
73 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....
0
votes
0answers
13 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 ...
0
votes
1answer
33 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
34 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
51 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
70 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
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
1answer
18 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
101 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
43 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
90 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
44 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
32 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
86 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
130 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
47 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
41 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
49 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
147 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
75 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
26 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
37 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
18 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
26 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(...
2
votes
3answers
1k 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
120 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
287 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
269 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
26 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
184 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
49 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
58 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
141 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
50 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, ...