Common questions

What is the API name for record type in Salesforce?

By Angel Hume

What is the API name for record type in Salesforce?

SObjectType is Project Details i.e label for record type.

What is record type data type in Salesforce?

Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

How do I find record type in Salesforce?

  1. Click the gear icon.
  2. Click Setup.
  3. Click Object Manager.
  4. Select the object of your choosing.
  5. Click Record Types.
  6. Click the Record Type name and inspect the URL to get the ID.

What is record type ID in Salesforce?

A Record Type ID is a way to sort and categorize your records in Salesforce. More help on Record Type IDs.

Is record type an object in Salesforce?

RecordType | Object Reference for Salesforce and Lightning Platform | Salesforce Developers.

Is record type A field?

The Record Type field on objects in Salesforce is defined as a lookup field. This means that it is not API accessible and the field you want to map is RecordTypeId . This will allow you to look up the name for the record type if you also use Heroku Connect to synchronize the RecordType object from Salesforce.

What is RecordType?

The record type is a data type that you use to treat several different pieces of data as one unit, for example, name and phone number. Each of these units is called a variable of record type. Each piece of data is called an attribute. A data value or a variable for the record type is called a record.

What is Recordtypeinfo in Salesforce?

Contains methods for accessing record type information for an sObject with associated record types.

How do I deploy a record type in Salesforce?

How to Deploy Salesforce Record Types Correctly

  1. Step 1: Outbound Change Set. After you’ve created the Record Types, add them to your Outbound Change Set.
  2. Step 2: Create Custom Fields.
  3. Step 3: Page Layouts and Lightning Record Pages.
  4. Step 4: User Profiles.
  5. Step 5: User Testing.
  6. Step 6: Deploy!
  7. Step 7: Existing Records.

What is record type data type?

The record type is a data type that you use to treat several different pieces of data as one unit, for example, name and phone number. Each of these units is called a variable of record type. Each piece of data is called an attribute. An attribute can be a simple data type, another record type, or an array.

How do I enable record type in Salesforce?

Enter a description. Select Active to activate the record type. Select Enable for Profile next to a profile to make the record type available to users with that profile. Select the checkbox in the header row to enable it for all profiles.