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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Translated values not showing on Account record type
I translated my custom fields in the Translation workbench>Translate option from Italian to English, but the values appears without translation on any Account that have a record type, instead some ...
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Global value set 'BuyerAttributes' in record type on the entity 'Contact' cannot be resolved
We just packaged a new version of our solution. We attempted to install it in a developer org. Here is the error we are getting:
Global value set 'BuyerAttributes' in record type 'Broker' on the
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1
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40
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Checking Record Type Id of object
I have a requirement to check the record type of a custom object being iterated over in a for loop (ContentDocumentLink) as part of an after insert trigger.
I have tried the following, assign Id ...
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Cannot open custom object record page as a user
have been facing an error where if i login as a non admin user and try to open a custom object's record page, i face the error as the image. I had created a record type before but deleted it as i had ...
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2
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33
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Hide Records of specific record type in global search [closed]
We need users to avoid seeing records in global search or view. are there any possible ways to do this
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30
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Account Record Type is reverting to old value when a new value is selected
I added 4 new account record type and assigned them to a new page layout. I assigned the new record types to my profile.
When I try to update an account record type, I can select the new record type ...
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1
answer
53
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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 ...
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111
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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 ...
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183
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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 ...
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74
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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 ...
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2
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192
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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 '...
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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 ...
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1
answer
76
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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
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1
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43
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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 ...
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1
answer
470
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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 ...
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84
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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 ...
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1
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43
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Record type specific default picklist value is not populating in VF Page
My Visualforce page (with a custom controller) has a picklist field in it and I am showing it with apex:inputField, as per the Salesforce documentation. It should show the record type-specific default ...
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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.
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61
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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 ...
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43
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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?
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215
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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 ...
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2
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1
answer
41
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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 ...
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1
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86
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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 ...
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72
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"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 ...
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1
answer
242
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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 ...
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1
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730
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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 ...
2
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2
answers
1k
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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 ...
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1
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56
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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 ...
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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 ...
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1
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149
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?
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1
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157
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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
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1
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201
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 ...
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85
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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 ...
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answer
294
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 ...
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93
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 ...
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41
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. ...
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1
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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 ...
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1
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68
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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 ...
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1
answer
624
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 ...
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376
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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
...
user123801
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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 ...
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857
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 ...
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1
answer
206
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 ...
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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 ...
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1
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319
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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 ...
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409
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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!
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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 ...
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776
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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 ...
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1
answer
219
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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 ...
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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 ...
