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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.

1
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1answer
26 views

Lightning Web Componets: navigate to the 'new' object page passing in specific record type Id?

I am using LWCs to display lightning cards in a list. The list shows information about Programs. Each Program card has a button, and this button needs to take the user to the 'new object' screen of ...
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0answers
16 views

How to get object metadata like recordtypes entirely clientside in a Lightning Component?

I am working on a Lightning Component and want to create a record using lightning:recordEditForm. using lightning:recordEditForm is great because it allows us to create records without Apex. However,...
0
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1answer
22 views

How can I found where a Record Type Picklist is getting its values from? - Task object

So far when I'm asked to add a value to a record-type picklist I can go into the field of the object, add the value, and then go into the record type picklist and add it to available values. For this ...
0
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1answer
18 views

Is it possible to create a picklist of Record Types?

I need to create a picklist on an object, where i can select record types that are filtered by a lookup field. Example: Accounts object has a lookup field for Custom_Object B Account also has a ...
0
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0answers
16 views

Auto case number based on a specific record type? [duplicate]

We have around 10 case record types. We have one specific record type for our service cases. We want the cases to be assigned an auto case number whenever a new case is created. We do have a auto ...
2
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0answers
22 views

What determines the Person Account Record Type pre-selected when converting a Lead

I am converting a Lead into a Person Account. I have two Person Account record types: Person A and Person B My profile has record type Person A is my default Person Account record type. But when ...
0
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1answer
25 views

Method to edit RecordType from a Lightning listview

Is there a way to add a button to allow a user to modify the recordType of many items in a list view in Lightning.
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0answers
8 views

how can we avoid add product selection screen in while creating opportunity in salesforce for one record type?

How can we avoid add product selection screen while creating opportunity in salesforce. We have one requirement, for one specific new record type in Opportunity, users do not want to see Price book ...
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0answers
13 views

Record Type field not visible for portal users when running a report

When running a report as a portal user, i cant see the Record Type field. The field also has no effect on Filters nor can it be added as a column. admin (OK) community user: (NOK)
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1answer
66 views

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so. I tried using custom label and even I tried hardcoding still It is not ...
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0answers
42 views

Unable to fetch recordTypeId in lightning component

I am unable to fetch recortype in lightning component. Can anyone help me tell where is the issue Code for component <aura:component controller="EMTEventCreationWizardController" implements="...
0
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1answer
13 views

Updating RecordType Id - importing data

I have exported data from production in .csv file, now I'm trying to import data to sandbox and I'm running into issue where RecordType.Id is not same as in the sandbox. How should you go after ...
2
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3answers
113 views

How to load recordTypes using dataLoader based on their names and Not their Ids?

I am trying to load some (FinServ__ReciprocalRole__c) data using dataLaoder. This data should be imported to many environments (sandboxes and scratch orgs). Given that the RecordType ID is not the ...
1
vote
1answer
46 views

Error when converting a Lead record

When converting a Lead record the following error message is displayed: System.DmlException: Insert failed. First exception on row 0; first error: INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST, bad value ...
0
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1answer
16 views

recordtypeid web2lead form not saving correct

I have the following web2lead form where I add a recordtype. On submit it still generates a default lead recordtype. Am I missing something? <META HTTP-EQUIV="Content-type" CONTENT="text/html; ...
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0answers
24 views

Implement a Counter to track records by record type [duplicate]

I have an object called 'Protocols' with 5 record types that will produce 5 types of documents. For each type, I need to track the number of documents that have previously been published, e.g. ...
1
vote
2answers
41 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
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0answers
24 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
94 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
50 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
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0answers
34 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 ...
0
votes
1answer
29 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
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1answer
25 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
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1answer
24 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
74 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
81 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
94 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
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2answers
33 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
169 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
1answer
36 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
38 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
70 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
76 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
19 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 ...
3
votes
0answers
247 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
115 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
169 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
49 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
42 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
124 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
280 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
53 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
73 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
72 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
246 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
138 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
33 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
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0answers
46 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 ...