Home » Salesforce tip: simple ways to find the record-type id

Salesforce tip: simple ways to find the record-type id

by stevenbrown

One of the most common Salesforce questions I see is how to find a Record Type Id. This can be especially confusing for new users, because there are a few different places where you might need to use a Record Type Id, and it’s not always clear which one you need.

Here are 15 simple tips to help you figure out which Record Type Id you need, and where to find it.

1. The easiest way to find a Record Type Id is to go to Setup → Object Manager and click on the object in question.

2. Once you’re on the Object Manager page, click on the record type you want the id for (it will be under the “Record Types” section).

3. On the Record Type detail page, scroll down to the “URLs” section and click on the “View XML” link.

4. In the XML code, look for the <code>&lt;recordType&gt;</code> tag. The Id will be in the “ID” attribute of this tag.

5. If you need to find a Record Type Id in Apex code, you can use the following syntax:

<code>Schema.SObjectType.{!ObjectApiName}.getRecordTypeInfosByName().get(‘{!RecordTypeDeveloperName}’).getRecordTypeId();

</code>

6. Alternatively, you can use the following syntax in Visualforce:

<code>{!$ObjectType.{!ObjectApiName}.RecordTypeInfosByName[‘{!RecordTypeDeveloperName}’].RecordTypeId}

</code>

7. If you’re working with a Standard Object, you can also find the Record Type Ids by going to Setup → Customize → {!ObjectApiName} → Record Types.

8. Click on the record type you want the id for and then click on the “Edit” button.

9. On the Record Type edit page, scroll down to the “URLs” section and click on the “View XML” link.

10. In the XML code, look for the <code>&lt;recordType&gt;</code> tag. The Id will be in the “ID” attribute of this tag.

11. If you’re working with a Custom Object, you can find the Record Type Ids by going to Setup → Create → Objects.

12. Click on the object you want the id for and then click on the “Edit” button.

13. On the object edit page, scroll down to the “Record Types” section and click on the “New” button.

14. On the record type edit page, scroll down to the “URLs” section and click on the “View XML” link.

15. In the XML code, look for the <code>&lt;recordType&gt;</code> tag. The Id will be in the “ID” attribute of this tag.

Keep in mind that Record Type Ids are unique to each object, so if you need to find the Record Type Id for a different object, you’ll need to follow the steps above for that object.

FAQs:

Q: Where do I need to use a Record Type Id?

A: There are a few different places where you might need to use a Record Type Id. For example, if you’re working with the Salesforce API, you’ll need to specify the Record Type Id when creating or updating a record. You might also need to use a Record Type Id in Apex code or Visualforce.

Q: Do I need to specify the Record Type Id every time I create or update a record?

A: No, you don’t need to specify the Record Type Id every time you create or update a record. If you don’t specify a Record Type Id, Salesforce will use the default Record Type for that object.

Q: How do I find the Record Type Id for a Standard Object?

A: The easiest way to find the Record Type Id for a Standard Object is to go to Setup → Customize → {!ObjectApiName} → Record Types. Click on the record type you want the id for and then click on the “Edit” button. On the Record Type edit page, scroll down to the “URLs” section and click on the “View XML” link. In the XML code, look for the <code>&lt;recordType&gt;</code> tag. The Id will be in the “ID” attribute of this tag.

Conclusion:

The Record Type Id is a unique identifier for a record type. You can find the Record Type Id by going to Setup → Object Manager and clicking on the object in question. Once you’re on the Object Manager page, click on the record type you want the id for (it will be under the “Record Types” section). On the Record Type detail page, scroll down to the “URLs” section and click on the “View XML” link. In the XML code, look for the <code>&lt;recordType&gt;</code> tag. The Id will be in the “ID” attribute of this tag.

Related Posts

Logo businesspara.com

Businesspara is an online webpage that provides business news, tech, telecom, digital marketing, auto news, and website reviews around World.

Contact us: [email protected]

@2022 – Businesspara – Designed by Techager Team