I have an integration user connecting BetterUnite to Salesforce NPSP. The user record has the Salesforce API Integration
Permission Set License assigned, as well as a permission set "Standard Objects for API" that includes all the opportunity (donation) fields.
When a donation comes over to Salesforce, it's created under the incorrect record type.
Is there anywhere in the
Minimum Access - API Only Integrationsprofile to mark a default record type?
"Regular" profiles allow us to set a default record type in Object Settings.
I just checked, and if I sort the record type IDs, the system is using the 1st one in alphabetical order -- which is NOT what I need.
Thanks in advance for any suggestions!
#NPSP Admins #Salesforce Admin
A little more digging and I found the solution... in a Linked-In article of all places!
The Challenge- Our integration user doesn’t store Record Type IDs (and they vary across environments/orgs).
- For the Minimum Access - API Only Integrations Profile, Salesforce doesn’t expose all standard objects in the Record Type settings.
- Without a default Record Type, inserts fail immediately.
The Solution
To fix this, you must assign a default Record Type to the integration user’s profile. This ensures Salesforce always has a valid Record Type before automation runs.
Here are the steps that worked for me:
- Navigate to Setup → User Management Settings.
- Disable Enhanced Profile User Interface (this makes the Record Type settings visible).
- Go to Profiles and select Minimum Access - API Only Integrations.
- Scroll down to Record Type Settings.
- Click Edit next to the Case object.
- Move the relevant Record Types from Available → Selected.
- Choose a Default Record Type.
- Save changes.
Credit to Heshan Kalhara on Linked-In!