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#Record Type0 discussing

We're trying to use data:tree:import. The problem we're having is that we're trying to import records that have a record type. Right now our approach is messy. We have to query the org for a record type, get the ID, and then manually replace all of the references in the data.json files and then we can run our import plan.

 

Is there a way to using just DX commands craft a data plan with records that have a specific record type? Maybe by name?

 

We're trying to get this to work with Health Cloud that ships specific record types we need to leverage.

2 comments
  1. Dec 23, 2024, 3:36 PM

    I noticed the data plan in lwc-recipes supports the concept of saving references and resolving references

     

    The `Account.json` file creates references in the attributes section, like this:

    {

    "Records":[

    {

    "attributes": {

    "type": "Account",

    "referenceId": "AccountRef1"

    },

    "Name": "Alpha Dynamics",

    "Type": "Technology Partner"

    }

    ]

    }

    The `Contacts.json` consumes the references, using an AccountId property assignment like this:

    "AccountId": "@AccountRef1",

    data-plan.json

    [

    {

    "sobject": "Account",

    "saveRefs": true,

    "resolveRefs": false,

    "files": ["Accounts.json"]

    },

    {

    "sobject": "Contact",

    "saveRefs": true,

    "resolveRefs": true,

    "files": ["Contacts.json"]

    }

    ]

    I have not tried this with record types, but will let you know how it goes.

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Hello,

 

We have just added another record type and page layout to our opportunity objects.  Our main opportunity record type is customized but our consultants were easily able to add another record type and layout for a different set of opportunities we are tracking.

 

The issue I am running into is that I am unable to remove two buttons from this new layout and I am also unable to see a button that I created via Docusign.  Please see attached screenshot.

 

I have added the 'Generate Agreement' quick action and button just to see if either would pop up.  Neither have.  

 

How can I see the Generate Agreement button or quick action link on the self serve layout record type?  What am I doing wrong?

 

#Salesforce #Quick Actions #Custom Button #Sales Cloud #Record Type

4 answers
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The record type was renamed from Individual org to a user and it has populated everywhere. Does anyone know how to change this back to "Individual"? We have played around with NPSP a little bit so I'm wondering if our settings need to be adjusted. Thank you for any help

#npsp #Record Type

1 answer
  1. Feb 22, 2023, 4:36 AM

    In your screenshot of the account field history, it is showing that the record's Name field has changed, not the Record Type.  Record Type is a different field.

     

    Also, in your Settings screen you have chosen the Household Account model, so the "One-to-One" record type doesn't apply anyway.

     

    When you say "populated everywhere", do you mean that all your contacts are linked to the single account now named "breonna hall"?

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We have several Contact record types that various staff can view a record type based on their profile. When I create a New Contact, it always creates the default record type. With New Campaigns, it allows me to select the record type. I have several other objects that I would like to ask "Which record type?" when creating a new record, but it always creates the default. To be clear, this with the Sys Admin profile.

 

Any ideas how I would accomplish this?

4 answers
  1. Jan 18, 2023, 5:42 PM

    It "sounds" like someone or something (like a 3rd party App) created a custom "new Contact" button or Quick-Action that is "hard wired" to a default Record Type (or the standard button has been overridden by custom code)

     

    I would start by looking there

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Trying to deactivate a case record type but getting the following error   

Trying to deactivate a case record type but getting the following error I checked the identity user profile and the case object isn't showing up over there

I checked the identity user profile and the case object isn't showing up over there   #Service Cloud #Record Type #Sales Cloud

1 comment
  1. Sep 7, 2022, 7:21 AM

    Hi Shahwan,

     

    You cannot deactivate any record type if they are in used. Remove that usage of the record type to the assigned profile (in your case which is 'Identity User').

     

     

    Thanks!!

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I'm having an issue with dynamics forms and new record creation.  We have multiple record type which each have their own page layouts with groups of fields that make sense for each.  We have only one Lightning page for the object so I created an accordion with multiple field sets for record type 1, and then another field set for record type 2.  Each has component visibility set to show if the record type equals.  This works fine for existing records, but when creating a new one I select record type 2, I see only the fields from the accordion which is supposed to be for record type 1.  I don't see any of the fields from the field set visible to record type 2.  Am I missing something obvious?

11 comments
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Scenario: I have two record type set up on Program Engagement object. On Program engagement, there are lookup filed : Program Cohort. I want to filter the Program cohort lookup value based on the record type. I can't add lookup filter on the Program Cohort field.  

Reason :This Custom Field Definition is managed, meaning that you may only edit certain attributes.   

Can anyone please advice and how can I filter the lookup records

 

#PMM #Lookup Relationship #Record Type

4 answers
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Hello everyone , I am actually trying to deactivate two Recods Type and I got this message error for both of them :  [The record Type cannot be deactivated because the following field Updates use this record Type as a target ] My question is : is there any mean to deactivate these field Updates rather than deleting them in order to deactivate the Record Type? Thanks so much in advance for any help.

Have a nice and blessed day. Lamara

#Record Type #Salesforce Developer #TrailblazerCommunity #Journey Builder #Trailhead  

1 comment
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My Cases users are on the Platform license, so I am unable to update the default Case record type via their profiles. These users have access to cases via permission sets and the default record type is not even listed as a record type they should have access to, so I am not able to update the type there. 

The only default record type I am able to adjust is on the System Admin profile directly. I would like to update the default case type on a permission set, if possible. If not, I would like to delete the default case record type entirely (it was made in error and is not used) and assign a different record type as default for cases. 

 

#Case  #Permission Set  #Record Type

 

I attempted to make an adjustment to the profiles directly with this Classic knowledge article, but my profile page did not have the "Record Type Settings" that are referenced in the article.

4 answers
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I have 2 separate companies under one SF org umbrella. Each have their own record type; Strawberry and Orange. These are the same on both Case and Knowledge.   I do NOT want Strawberry users to see Orange articles (or vice versa). I am looking for a way to specify/filter which articles are shown in the Knowledge Sidebar Component. Right now, everything seems to point any published Knowledge Articles are shared with any user who has "Knowledge User" permission.   Things I have tried:   - created separate List Views  - created separate public groups for each type and built sharing rules based on record types

 - Created data categories (though I could not proceed to mapping them because I could not specify by record type in any way)  It seems like something that should be so simple

 

#Sales Cloud

 

@Salesforce Knowledge User Group @* Sales Cloud - Getting Started * @* Sales Cloud - Best Practices *

2 answers
  1. Jan 5, 2022, 9:49 AM

    @Maya Robin The easiest way to do it is to use standard sharing model. Make sure to turn on 'Use standard Salesforce sharing' under Sharing settings. By default, the knowledge object uses Public Read/Write for internal users. So you will have to change those settings to Private. Then create 2 criteria-based sharing rules based on the record types to extend the access and this will work for sure.

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