Search
Twitter
« Support for Testing Http Callouts | Main | Bulk Update Records in Salesforce »
Wednesday
Oct162013

Salesforce Tip: Simple Ways to Find Record-Type ID

In Salesforce, "Record Types" are a way to arrange and classify data in an object. An example of how Record Types can be particularly helpful is when you want to assign different sets of data to different groups of sales teams.

Whenever you're working to customize or change something in Salesforce and need to reference Record Types, you must have the appropriate Record-Type ID. There are two ways to find them:

  • Go to the Record Type (Setup> Customize> (object)> Record Types). Click on the record type. Find the Record Type ID in the URL between id= and &type.

Alternatively, you can create a custom/formula field with the value Record-Type ID

  • Go to Your Name> (appropriate object) Customize> Fields> under custom fields, 
  • Click "New". 
  • Make sure you pick Formula as the type and then Formula Text and click Next. 
  • You can label the field "Record Type".
  • Finally, enter "RecordTypeid" under Advanced Formula tab.
  • Don't forget to hit "Save".

PrintView Printer Friendly Version

EmailEmail Article to Friend

Reader Comments

There are no comments for this journal entry. To create a new comment, use the form below.

PostPost a New Comment

Enter your information below to add a new comment.

My response is on my own website »
Author Email (optional):
Author URL (optional):
Post:
 
All HTML will be escaped. Hyperlinks will be created for URLs automatically.